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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1226
Creekmur Asset Management
Illinois
$241K -$10.8K -57 -4%
CIA
1227
Cape Investment Advisory
Georgia
$241K +$105K +553 +83%
FG
1228
Fiduciary Group
Georgia
$239K +$2.85K +15 +1%
EI
1229
Ellevest Inc
New York
$238K -$251K -1,323 -52%
SWM
1230
SeaCrest Wealth Management
New York
$238K – – –
IPAM
1231
Investment Partners Asset Management
New Jersey
$237K – – –
PP
1232
Patten & Patten
Tennessee
$235K -$1.9K -10 -0.8%
HPC
1233
HM Payson & Co
Maine
$235K – – –
PGA
1234
Portland Global Advisors
Maine
$234K – – –
NWA
1235
Navis Wealth Advisors
New York
$234K -$20.5K -108 -8%
TF
1236
Tenon Financial
New Jersey
$234K +$225K +1,187 New
LGWM
1237
Litman Gregory Wealth Management
California
$234K – – –
TH
1238
TCTC Holdings
Texas
$232K – – –
BWP
1239
Balboa Wealth Partners
Arizona
$231K – – –
MHB
1240
Midwest Heritage Bank
Iowa
$228K +$220K +1,159 New
VT
1241
Vise Technologies
New York
$228K +$10.6K +56 +5%
Lazard Asset Management
1242
Lazard Asset Management
New York
$226K – – –
OPPS
1243
Obsidian Personal Planning Solutions
Maryland
$226K – – –
T
1244
TrueFG
Texas
$226K – – –
FTA
1245
Financial & Tax Architects
Missouri
$226K +$217K +1,144 New
PPP
1246
Private Portfolio Partners
New Jersey
$226K +$217K +1,144 New
HFO
1247
Heritage Family Offices
Arizona
$224K +$216K +1,135 New
MCCP
1248
Mission Creek Capital Partners
California
$224K -$950 -5 -0.4%
LFS
1249
Legacy Financial Strategies
Kansas
$224K +$216K +1,135 New
VDI
1250
Vaughan David Investments
Illinois
$222K -$570 -3 -0.3%