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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
1076
Syntegra Private Wealth Group
Missouri
$407K +$17K +91 +5%
CCA
1077
Conservest Capital Advisors
Pennsylvania
$406K
CP
1078
Clarendon Private
Massachusetts
$406K +$1.68K +9 +0.4%
FOA
1079
Five Oceans Advisors
California
$406K +$28.5K +153 +8%
HIIFS
1080
Harel Insurance Investments & Financial Services
Israel
$405K
MFA
1081
Millington Financial Advisors
Illinois
$404K +$1.68K +9 +0.4%
LWM
1082
Lighthouse Wealth Management
Ohio
$403K -$47.7K -256 -11%
EW
1083
Enzi Wealth
Texas
$402K +$5.4K +29 +1%
SIM
1084
Stratos Investment Management
Ohio
$402K +$118K +633 +44%
MIM
1085
Macroview Investment Management
Maryland
$402K +$57.7K +310 +18%
AFM
1086
Armstrong Fleming & Moore
District of Columbia
$400K +$381K +2,047 New
IIC
1087
Ironwood Investment Counsel
Arizona
$400K -$21.6K -116 -5%
PWH
1088
Priebe Wealth Holdings
Minnesota
$400K -$86.1K -462 -18%
BSSFA
1089
Baron Silver Stevens Financial Advisors
Florida
$399K +$380K +2,041 New
AGWCA
1090
Annis Gardner Whiting Capital Advisors
Florida
$397K
NAM
1091
NTV Asset Management
West Virginia
$397K +$14.7K +79 +4%
KA
1092
Klingman & Associates
New York
$397K
OPWM
1093
Oregon Pacific Wealth Management
Oregon
$396K +$378K +2,028 New
FLPIM
1094
F.L. Putnam Investment Management
Massachusetts
$395K -$35.4K -190 -9%
SWM
1095
Shakespeare Wealth Management
Wisconsin
$394K
NFA
1096
Northwest Financial Advisors
Virginia
$394K
GAG
1097
GM Advisory Group
New York
$392K -$4.66K -25 -1%
KIA
1098
KCM Investment Advisors
California
$391K
BA
1099
Bellwether Advisors
Nebraska
$390K +$23.1K +124 +7%
Fisher Asset Management
1100
Fisher Asset Management
Washington
$389K -$3.35K -18 -0.9%