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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
1101
Oarsman Capital
Wisconsin
$388K -$1.12K -6 -0.3%
ECM
1102
Evergreen Capital Management
Washington
$387K
NRC
1103
New Republic Capital
North Carolina
$387K -$216K -1,158 -37%
DWM
1104
Dakota Wealth Management
Florida
$386K -$60.9K -327 -14%
Deutsche Bank
1105
Deutsche Bank
Germany
$385K -$5.03K -27 -1%
SFA
1106
Salus Financial Advisors
Colorado
$384K
CAG
1107
Curtis Advisory Group
California
$384K
V
1108
VeraBank
Texas
$383K +$365K +1,959 New
BWA
1109
BlueChip Wealth Advisors
Georgia
$383K
RWM
1110
Raffa Wealth Management
District of Columbia
$381K +$219K +1,177 +152%
MA
1111
MONECO Advisors
Connecticut
$381K +$32.6K +175 +10%
PWP
1112
Perfromance Wealth Partners
Illinois
$378K -$17.1K -92 -5%
VA
1113
Vident Advisory
Georgia
$378K -$106K -570 -23%
PCM
1114
Payne Capital Management
New York
$378K +$360K +1,932 New
BHPW
1115
Beverly Hills Private Wealth
California
$375K +$74.5K +400 +26%
AF
1116
Affiance Financial
Minnesota
$375K
ECA
1117
Elevated Capital Advisors
Utah
$370K
BO
1118
Bank OZK
Arkansas
$370K -$129K -694 -27%
LWM
1119
Level Wealth Management
North Carolina
$369K +$352K +1,889 New
AFA
1120
Allium Financial Advisors
Oregon
$369K -$1.86K -10 -0.5%
CFS
1121
Compass Financial Services
Iowa
$368K +$1.3K +7 +0.4%
LP
1122
LGL Partners
Pennsylvania
$368K +$1.49K +8 +0.4%
EP
1123
Edgestream Partners
New Jersey
$368K +$351K +1,882 New
AIS
1124
American Investment Services
Massachusetts
$367K
LWM
1125
LongView Wealth Management
Georgia
$366K +$4.66K +25 +1%