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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
1101
KCM Investment Advisors
California
$391K – – –
BA
1102
Bellwether Advisors
Nebraska
$390K +$23.1K +124 +7%
Fisher Asset Management
1103
Fisher Asset Management
Washington
$389K -$3.35K -18 -0.9%
OC
1104
Oarsman Capital
Wisconsin
$388K -$1.12K -6 -0.3%
ECM
1105
Evergreen Capital Management
Washington
$387K – – –
NRC
1106
New Republic Capital
North Carolina
$387K -$216K -1,158 -37%
DWM
1107
Dakota Wealth Management
Florida
$386K -$60.9K -327 -14%
Deutsche Bank
1108
Deutsche Bank
Germany
$385K -$5.03K -27 -1%
SFA
1109
Salus Financial Advisors
Colorado
$384K – – –
CAG
1110
Curtis Advisory Group
California
$384K – – –
V
1111
VeraBank
Texas
$383K +$365K +1,959 New
BWA
1112
BlueChip Wealth Advisors
Georgia
$383K – – –
RWM
1113
Raffa Wealth Management
District of Columbia
$381K +$219K +1,177 +152%
MA
1114
MONECO Advisors
Connecticut
$381K +$32.6K +175 +10%
PWP
1115
Perfromance Wealth Partners
Illinois
$378K -$17.1K -92 -5%
VA
1116
Vident Advisory
Georgia
$378K -$106K -570 -23%
PCM
1117
Payne Capital Management
New York
$378K +$360K +1,932 New
BHPW
1118
Beverly Hills Private Wealth
California
$375K +$74.5K +400 +26%
AF
1119
Affiance Financial
Minnesota
$375K – – –
ECA
1120
Elevated Capital Advisors
Utah
$370K – – –
BO
1121
Bank OZK
Arkansas
$370K -$129K -694 -27%
LWM
1122
Level Wealth Management
North Carolina
$369K +$352K +1,889 New
AFA
1123
Allium Financial Advisors
Oregon
$369K -$1.86K -10 -0.5%
CFS
1124
Compass Financial Services
Iowa
$368K +$1.3K +7 +0.4%
LP
1125
LGL Partners
Pennsylvania
$368K +$1.49K +8 +0.4%