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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1051
VSM Wealth Advisory
Maryland
$480K +$803 +4 +0.2%
VWA
1052
Visionary Wealth Advisors
Illinois
$478K -$1.41K -7 -0.3%
GFM
1053
GEN Financial Management
Minnesota
$474K – – –
KFP
1054
Kerr Financial Planning
California
$467K +$448K +2,230 New
KA
1055
Kovack Advisors
Florida
$466K -$1K -5 -0.2%
KHC
1056
Koesten Hirschmann & Crabtree
Kansas
$466K – – –
SPWG
1057
Syntegra Private Wealth Group
Missouri
$464K +$32.3K +161 +8%
GKWIM
1058
Gerber Kawasaki Wealth & Investment Management
California
$464K +$30.3K +151 +7%
MIM
1059
Macroview Investment Management
Maryland
$462K +$36.4K +181 +9%
RMCM
1060
Reynders McVeigh Capital Management
Massachusetts
$461K – – –
GT
1061
GreatBanc Trust
Illinois
$459K +$447K +2,225 New
RRWA
1062
Rainey & Randall Wealth Advisors
Florida
$459K – – –
NL
1063
Navalign LLC
California
$459K -$36K -179 -7%
QCM
1064
QRG Capital Management
Illinois
$458K -$99.6K -496 -18%
Qube Research & Technologies (QRT)
1065
Qube Research & Technologies (QRT)
United Kingdom
$457K -$356K -1,771 -44%
FWTB
1066
First Western Trust Bank
Colorado
$456K -$292K -1,456 -40%
AWM
1067
Activest Wealth Management
Florida
$454K +$294K +1,462 +198%
SIG
1068
Spinnaker Investment Group
California
$454K +$442K +2,200 New
FPW
1069
Fairvoy Private Wealth
Alabama
$454K -$21.5K -107 -5%
CFG
1070
Clayton Financial Group
Missouri
$452K +$440K +2,190 New
AP
1071
Appleton Partners
Massachusetts
$452K – – –
CWM
1072
Cabot Wealth Management
Massachusetts
$451K -$6.03K -30 -1%
IA
1073
IFG Advisors
Missouri
$449K +$6.63K +33 +2%
NAM
1074
NTV Asset Management
West Virginia
$449K +$27.9K +139 +7%
FA
1075
Fiducient Advisors
Illinois
$449K +$803 +4 +0.2%