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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
1126
Safeguard Investment Advisory Group
California
$339K +$41.4K +214 +14%
TCOV
1127
Trust Company of Vermont
Vermont
$338K +$968 +5 +0.3%
MA
1128
MONECO Advisors
Connecticut
$338K -$3.68K -19 -1%
ONST
1129
Old North State Trust
North Carolina
$336K
NOI
1130
Newton One Investments
Delaware
$334K -$6.39K -33 -2%
TWA
1131
Talisman Wealth Advisors
New Jersey
$334K +$133K +686 +64%
QFA
1132
Quattro Financial Advisors
Texas
$334K +$24.8K +128 +8%
BONH
1133
Bank of New Hampshire
New Hampshire
$334K -$53.2K -275 -14%
MIM
1134
Macroview Investment Management
Maryland
$333K -$4.64K -24 -1%
AWA
1135
Amplius Wealth Advisors
Pennsylvania
$332K +$337K +1,744 New
UW
1136
Unique Wealth
Florida
$332K -$38.7K -200 -10%
LC
1137
LCNB Corp
Ohio
$328K
PMG
1138
ProVise Management Group
Florida
$328K
FTWA
1139
Fifth Third Wealth Advisors
Ohio
$326K +$331K +1,713 New
FF
1140
Francis Financial
$326K
MFG
1141
Mosaic Financial Group
Illinois
$325K +$968 +5 +0.3%
APW
1142
Axim Planning & Wealth
Ohio
$325K -$37.2K -192 -10%
BCP
1143
Blue Chip Partners
Michigan
$324K -$774 -4 -0.2%
NCTC
1144
New Covenant Trust Company
Indiana
$323K +$331K +1,711 New
MCM
1145
Manchester Capital Management
Vermont
$323K
CAM
1146
Campion Asset Management
Virginia
$322K -$20.3K -105 -6%
PSIWM
1147
Paradigm Strategies in Wealth Management
Minnesota
$320K
AGA
1148
Arkos Global Advisors
Texas
$318K
MMPW
1149
Mitchell McLeod Pugh & Williams
Alabama
$317K -$1.74K -9 -0.5%
Russell Investments Group
1150
Russell Investments Group
United Kingdom
$315K +$183K +948 +134%