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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1176
Manchester Capital Management
Vermont
$350K – – –
VC
1177
Veery Capital
Delaware
$349K +$79.5K +396 +31%
CWM
1178
Crowley Wealth Management
Delaware
$347K +$41.2K +205 +14%
BCP
1179
Blue Chip Partners
Michigan
$342K -$9.24K -46 -3%
AGA
1180
Arkos Global Advisors
Texas
$341K – – –
WA1
1181
Wimmer Associates 1
California
$341K – – –
HA
1182
Huntleigh Advisors
Missouri
$341K +$6.23K +31 +2%
FWCM
1183
Ferguson Wellman Capital Management
Oregon
$340K +$9.44K +47 +3%
SFWA
1184
Summit Financial Wealth Advisors
Louisiana
$340K +$20.1K +100 +6%
CPSAC
1185
Chas P. Smith & Associates (CPS)
Florida
$340K -$126K -628 -28%
BWM
1186
Brown Wealth Management
Illinois
$338K – – –
CAM
1187
Campion Asset Management
Virginia
$337K -$1K -5 -0.3%
NAS
1188
NWF Advisory Services
California
$336K -$603 -3 -0.2%
CGFA
1189
Colton Groome Financial Advisors
North Carolina
$335K -$14.1K -70 -4%
IFA
1190
Interactive Financial Advisors
Illinois
$334K -$27.1K -135 -8%
BCG
1191
Breakwater Capital Group
New Jersey
$332K -$9.24K -46 -3%
OAS
1192
Optivise Advisory Services
Tennessee
$331K -$8.84K -44 -3%
FF
1193
Friday Financial
Iowa
$330K – – –
HFO
1194
Heritage Family Offices
Arizona
$329K +$25.1K +125 +9%
PSIWM
1195
Paradigm Strategies in Wealth Management
Minnesota
$326K -$20.1K -100 -6%
Massachusetts Financial Services
1196
Massachusetts Financial Services
Massachusetts
$326K -$234K -1,164 -42%
BHPW
1197
Beverly Hills Private Wealth
California
$326K -$68.9K -343 -18%
TFO
1198
Timonier Family Office
North Carolina
$325K – – –
FOR
1199
Family Office Research
Maryland
$324K +$201 +1 +0.1%
RIG
1200
RiverFront Investment Group
Virginia
$322K – – –