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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1076
Kerr Financial Planning
California
$576K +$83K +396 +18%
CFA
1077
CWS Financial Advisors
Michigan
$573K +$629 +3 +0.1%
CFS
1078
Coordinated Financial Services
Colorado
$573K +$66K +315 +13%
HTC
1079
Haverford Trust Company
Pennsylvania
$571K +$49.9K +238 +10%
RSWA
1080
Robinson Smith Wealth Advisors
Maine
$570K
FBB
1081
Fulton Breakefield Broenniman
Maryland
$568K +$19.7K +94 +4%
PWP
1082
Prasad Wealth Partners
Ohio
$568K +$2.72K +13 +0.5%
SYBT
1083
Stock Yards Bank & Trust
Kentucky
$563K +$39K +186 +8%
TTWM
1084
TCV Trust & Wealth Management
Virginia
$559K
SAM
1085
Strategy Asset Managers
California
$559K +$553K +2,637 New
ECA
1086
Elevated Capital Advisors
Utah
$557K -$9.22K -44 -2%
PWMAG
1087
Pinnacle Wealth Management Advisory Group
New Jersey
$556K -$7.96K -38 -1%
FWWM
1088
Fiscal Wisdom Wealth Management
Connecticut
$555K +$251K +1,196 +84%
EP
1089
Edgestream Partners
New Jersey
$554K +$548K +2,614 New
CA
1090
CGN Advisors
Kansas
$554K
WF
1091
Welch & Forbes
Massachusetts
$551K
Empower Advisory Group
1092
Empower Advisory Group
Colorado
$551K +$127K +605 +30%
IAA
1093
Independent Advisor Alliance
North Carolina
$550K +$19.3K +92 +4%
CIA
1094
Capital Investment Advisors
Georgia
$549K +$30K +143 +6%
WTB
1095
Washington Trust Bank
Washington
$549K +$182K +870 +51%
IRAG
1096
Investment Research & Advisory Group
Georgia
$547K +$2.52K +12 +0.5%
BBPWM
1097
Blue Bell Private Wealth Management
Pennsylvania
$546K +$472K +2,253 +698%
MAS
1098
Meeder Advisory Services
Ohio
$537K +$531K +2,532 New
GCA
1099
Gradient Capital Advisors
California
$535K -$14K -67 -3%
SI
1100
Stirlingshire Investments
New York
$533K +$527K +2,514 New