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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1076
Evergreen Capital Management
Washington
$577K – – –
EWM
1077
Elevation Wealth Management
Minnesota
$577K +$570K +2,719 New
KFP
1078
Kerr Financial Planning
California
$576K +$83K +396 +18%
CFA
1079
CWS Financial Advisors
Michigan
$573K +$629 +3 +0.1%
CFS
1080
Coordinated Financial Services
Colorado
$573K +$66K +315 +13%
HTC
1081
Haverford Trust Company
Pennsylvania
$571K +$49.9K +238 +10%
RSWA
1082
Robinson Smith Wealth Advisors
Maine
$570K – – –
FBB
1083
Fulton Breakefield Broenniman
Maryland
$568K +$19.7K +94 +4%
PWP
1084
Prasad Wealth Partners
Ohio
$568K +$2.72K +13 +0.5%
SYBT
1085
Stock Yards Bank & Trust
Kentucky
$563K +$39K +186 +8%
TTWM
1086
TCV Trust & Wealth Management
Virginia
$559K – – –
SAM
1087
Strategy Asset Managers
California
$559K +$553K +2,637 New
ECA
1088
Elevated Capital Advisors
Utah
$557K -$9.22K -44 -2%
PWMAG
1089
Pinnacle Wealth Management Advisory Group
New Jersey
$556K -$7.96K -38 -1%
FWWM
1090
Fiscal Wisdom Wealth Management
Connecticut
$555K +$251K +1,196 +84%
EP
1091
Edgestream Partners
New Jersey
$554K +$548K +2,614 New
CA
1092
CGN Advisors
Kansas
$554K – – –
WF
1093
Welch & Forbes
Massachusetts
$551K – – –
Empower Advisory Group
1094
Empower Advisory Group
Colorado
$551K +$127K +605 +30%
IAA
1095
Independent Advisor Alliance
North Carolina
$550K +$19.3K +92 +4%
CIA
1096
Capital Investment Advisors
Georgia
$549K +$30K +143 +6%
WTB
1097
Washington Trust Bank
Washington
$549K +$182K +870 +51%
IRAG
1098
Investment Research & Advisory Group
Georgia
$547K +$2.52K +12 +0.5%
BBPWM
1099
Blue Bell Private Wealth Management
Pennsylvania
$546K +$472K +2,253 +698%
MAS
1100
Meeder Advisory Services
Ohio
$537K +$531K +2,532 New