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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
1051
Disciplined Investments
Oklahoma
$627K
OPW
1052
Oxler Private Wealth
New York
$625K +$2.1K +10 +0.3%
VFS
1053
Valpey Financial Services
New Hampshire
$623K -$2.1K -10 -0.3%
SPC
1054
Spirepoint Private Client
Florida
$620K +$613K +2,925 New
CSF
1055
Capital Squared Financial
Maryland
$619K +$26.2K +125 +4%
ITG
1056
Index Technologies Group
New York
$618K +$610K +2,912 New
Russell Investments Group
1057
Russell Investments Group
United Kingdom
$614K +$110K +525 +22%
KP
1058
Keel Point
Alabama
$612K +$605K +2,887 New
CA
1059
Claro Advisors
Massachusetts
$609K +$9.43K +45 +2%
QC
1060
Quent Capital
New York
$606K +$24.7K +118 +4%
QLSGSCF
1061
Quent Long Short Global Small Cap Fund
New York
$606K +$599K +2,858 New
JFGIW
1062
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$604K
MWP
1063
Madison Wealth Partners
Wisconsin
$602K +$367K +1,751 +161%
1SB
1064
1ST Source Bank
Indiana
$601K -$427K -2,039 -42%
AB
1065
Atlas Brown
Kentucky
$595K +$50.7K +242 +9%
SWM
1066
Stockman Wealth Management
Montana
$594K
PP
1067
Postrock Partners
Oregon
$586K
PWPS
1068
Pinnacle Wealth Planning Services
Ohio
$586K
ST
1069
Spinnaker Trust
Maine
$585K -$12.6K -60 -2%
BA
1070
Bellwether Advisors
Nebraska
$584K +$122K +583 +27%
LA
1071
Lynch & Associates
Indiana
$583K -$63.7K -304 -10%
EPA
1072
Element Pointe Advisors
Florida
$581K +$62.9K +300 +12%
GWM
1073
GDS Wealth Management
Texas
$580K +$27.5K +131 +5%
ECM
1074
Evergreen Capital Management
Washington
$577K
EWM
1075
Elevation Wealth Management
Minnesota
$577K +$570K +2,719 New