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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSS
1101
Two Sigma Securities
New York
$541K +$555K +2,561 New
CFS
1102
Coordinated Financial Services
Colorado
$538K -$32.7K -151 -6%
ECA
1103
Elevated Capital Advisors
Utah
$535K -$19.9K -92 -4%
Empower Advisory Group
1104
Empower Advisory Group
Colorado
$535K -$13.9K -64 -2%
QC
1105
Quent Capital
New York
$533K -$71.9K -332 -12%
GCA
1106
Gradient Capital Advisors
California
$533K – – –
HFO
1107
Heritage Family Offices
Arizona
$532K +$90.9K +420 +20%
SYBT
1108
Stock Yards Bank & Trust
Kentucky
$529K -$32.5K -150 -6%
HNWAG
1109
High Net Worth Advisory Group
Florida
$528K – – –
PA
1110
PSI Advisors
Florida
$527K +$273K +1,261 +102%
BCA
1111
Ballentine Capital Advisors
South Carolina
$526K – – –
ARA
1112
Alexander Randolph Advisory
Virginia
$523K – – –
MI
1113
Moneywise Inc
Virginia
$521K +$111K +512 +26%
BIA
1114
Benchmark Investment Advisors
Illinois
$521K +$534K +2,467 New
SHF
1115
Stage Harbor Financial
Massachusetts
$519K – – –
SW
1116
SkyOak Wealth
Michigan
$519K – – –
AWM
1117
Aureum Wealth Management
Florida
$518K +$32.5K +150 +7%
VCA
1118
Verdence Capital Advisors
Maryland
$517K +$19.9K +92 +4%
CWS
1119
Confluence Wealth Services
Pennsylvania
$516K – – –
IPW
1120
Impact Partnership Wealth
Georgia
$516K +$187K +865 +55%
Charles Schwab
1121
Charles Schwab
California
$515K +$105K +485 +25%
4WM
1122
4J Wealth Management
Virginia
$515K – – –
CBA
1123
Coastal Bridge Advisors
Connecticut
$512K +$117K +542 +29%
WWMP
1124
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$512K +$23.4K +108 +5%
PL
1125
Protective Life
Alabama
$512K +$525K +2,424 New