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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
1076
Lynch & Associates
Indiana
$581K
Vanguard Advisers Inc
1077
Vanguard Advisers Inc
Pennsylvania
$576K +$590K +2,727 New
BA
1078
Bellwether Advisors
Nebraska
$574K -$8.23K -38 -1%
SPC
1079
Spirepoint Private Client
Florida
$572K -$46.3K -214 -7%
CA
1080
Crewe Advisors
Utah
$571K +$61.7K +285 +12%
HTC
1081
Haverford Trust Company
Pennsylvania
$568K
RSWA
1082
Robinson Smith Wealth Advisors
Maine
$568K
CA
1083
Claro Advisors
Massachusetts
$565K -$42K -194 -7%
7WCP
1084
71 West Capital Partners
Massachusetts
$562K +$72.8K +336 +14%
MCM
1085
Morton Capital Management
California
$559K -$125K -576 -18%
CFA
1086
CWS Financial Advisors
Michigan
$559K -$11.7K -54 -2%
TTWM
1087
TCV Trust & Wealth Management
Virginia
$557K
PWP
1088
Prasad Wealth Partners
Ohio
$556K -$9.09K -42 -2%
KFP
1089
Kerr Financial Planning
California
$552K -$25.6K -118 -4%
MA
1090
MCF Advisors
Kentucky
$552K +$303K +1,400 +115%
CA
1091
CGN Advisors
Kansas
$551K
WF
1092
Welch & Forbes
Massachusetts
$549K
IRAG
1093
Investment Research & Advisory Group
Georgia
$547K +$1.95K +9 +0.3%
EPA
1094
Element Pointe Advisors
Florida
$544K -$35.1K -162 -6%
BBPWM
1095
Blue Bell Private Wealth Management
Pennsylvania
$544K
CIA
1096
Capital Investment Advisors
Georgia
$542K -$4.76K -22 -0.8%
EWM
1097
Elevation Wealth Management
Minnesota
$541K -$34.2K -158 -6%
TSS
1098
Two Sigma Securities
New York
$541K +$555K +2,561 New
CFS
1099
Coordinated Financial Services
Colorado
$538K -$32.7K -151 -6%
ECA
1100
Elevated Capital Advisors
Utah
$535K -$19.9K -92 -4%