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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1076
Postrock Partners
Oregon
$584K – – –
PWPS
1077
Pinnacle Wealth Planning Services
Ohio
$583K – – –
ST
1078
Spinnaker Trust
Maine
$582K – – –
LA
1079
Lynch & Associates
Indiana
$581K – – –
Vanguard Advisers Inc
1080
Vanguard Advisers Inc
Pennsylvania
$576K +$590K +2,727 New
BA
1081
Bellwether Advisors
Nebraska
$574K -$8.23K -38 -1%
SPC
1082
Spirepoint Private Client
Florida
$572K -$46.3K -214 -7%
CA
1083
Crewe Advisors
Utah
$571K +$61.7K +285 +12%
HTC
1084
Haverford Trust Company
Pennsylvania
$568K – – –
RSWA
1085
Robinson Smith Wealth Advisors
Maine
$568K – – –
CA
1086
Claro Advisors
Massachusetts
$565K -$42K -194 -7%
7WCP
1087
71 West Capital Partners
Massachusetts
$562K +$72.8K +336 +14%
MCM
1088
Morton Capital Management
California
$559K -$125K -576 -18%
CFA
1089
CWS Financial Advisors
Michigan
$559K -$11.7K -54 -2%
TTWM
1090
TCV Trust & Wealth Management
Virginia
$557K – – –
PWP
1091
Prasad Wealth Partners
Ohio
$556K -$9.09K -42 -2%
KFP
1092
Kerr Financial Planning
California
$552K -$25.6K -118 -4%
MA
1093
MCF Advisors
Kentucky
$552K +$303K +1,400 +115%
CA
1094
CGN Advisors
Kansas
$551K – – –
WF
1095
Welch & Forbes
Massachusetts
$549K – – –
IRAG
1096
Investment Research & Advisory Group
Georgia
$547K +$1.95K +9 +0.3%
EPA
1097
Element Pointe Advisors
Florida
$544K -$35.1K -162 -6%
BBPWM
1098
Blue Bell Private Wealth Management
Pennsylvania
$544K – – –
CIA
1099
Capital Investment Advisors
Georgia
$542K -$4.76K -22 -0.8%
EWM
1100
Elevation Wealth Management
Minnesota
$541K -$34.2K -158 -6%