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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1251
Sather Financial Group
Texas
$260K
GWM
1252
Greenhouse Wealth Management
Connecticut
$260K
GIA
1253
Goodwin Investment Advisory
Georgia
$259K -$22.4K -120 -8%
SFP
1254
Strategic Financial Partners
Oregon
$258K
Luther King Capital Management (LKCM)
1255
Luther King Capital Management (LKCM)
Texas
$258K
ZBNA
1256
Zions Bancorporation, National Association
Utah
$258K
TFS
1257
Thoroughbred Financial Services
Tennessee
$257K +$246K +1,318 New
YCM
1258
Yousif Capital Management
Michigan
$255K -$98.4K -528 -29%
AAG
1259
Armstrong Advisory Group
Massachusetts
$255K -$5.22K -28 -2%
AF
1260
Apollon Financial
South Carolina
$254K
SPP
1261
Single Point Partners
Massachusetts
$254K
IA
1262
IFC Advisors
California
$253K
VC
1263
Veery Capital
Delaware
$253K
GBT
1264
Grove Bank & Trust
Florida
$252K
CA
1265
Clune & Associates
Illinois
$252K +$186 +1 +0.1%
AB
1266
ANB Bank
Colorado
$251K -$3.91K -21 -2%
MIA
1267
MMBG Investment Advisors
Florida
$249K
RIA
1268
Realta Investment Advisors
Delaware
$249K -$19.7K -106 -8%
PWM
1269
Penobscot Wealth Management
Maine
$249K -$132K -706 -36%
SFG
1270
Sage Financial Group
Pennsylvania
$248K +$559 +3 +0.2%
TPW
1271
TL Private Wealth
Texas
$248K +$2.98K +16 +1%
PS
1272
Planned Solutions
California
$248K -$55K -295 -19%
CCA
1273
Cottonwood Capital Advisors
Utah
$247K
CWA
1274
Canvas Wealth Advisors
Kansas
$243K +$9.31K +50 +4%
CA
1275
Crewe Advisors
Utah
$243K +$104K +559 +82%