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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSP
1151
Pacific Sage Partners
Washington
$345K +$329K +1,764 New
ONST
1152
Old North State Trust
North Carolina
$344K – – –
NOI
1153
Newton One Investments
Delaware
$342K – – –
CIAS
1154
Capital Investment Advisory Services
North Carolina
$342K -$5.96K -32 -2%
IFA
1155
Interactive Financial Advisors
Illinois
$342K -$44.3K -238 -12%
BONH
1156
Bank of New Hampshire
New Hampshire
$342K – – –
AWA
1157
Amplius Wealth Advisors
Pennsylvania
$341K – – –
UW
1158
Unique Wealth
Florida
$341K – – –
EWM
1159
Evermay Wealth Management
Virginia
$340K -$14.3K -77 -4%
PCG
1160
Prosperity Consulting Group
Maryland
$338K +$19.6K +105 +6%
Charles Schwab
1161
Charles Schwab
California
$338K -$59.9M -321,355 -99%
LC
1162
LCNB Corp
Ohio
$336K – – –
PMG
1163
ProVise Management Group
Florida
$336K – – –
MFG
1164
Mosaic Financial Group
Illinois
$335K +$1.12K +6 +0.4%
FF
1165
Francis Financial
$334K – – –
BCP
1166
Blue Chip Partners
Michigan
$333K +$559 +3 +0.2%
WTB
1167
Washington Trust Bank
Washington
$332K -$75.8K -407 -19%
MCM
1168
Manchester Capital Management
Vermont
$331K – – –
CGFA
1169
Colton Groome Financial Advisors
North Carolina
$330K -$49.4K -265 -14%
PSIWM
1170
Paradigm Strategies in Wealth Management
Minnesota
$328K – – –
MMPW
1171
Mitchell McLeod Pugh & Williams
Alabama
$325K – – –
AGA
1172
Arkos Global Advisors
Texas
$323K -$3.35K -18 -1%
BCG
1173
Breakwater Capital Group
New Jersey
$323K +$32.8K +176 +12%
WA1
1174
Wimmer Associates 1
California
$322K – – –
FH
1175
Financial Harvest
Florida
$322K +$307K +1,650 New