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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
1276
Consolidated Planning Corp
Georgia
$259K +$11.8K +59 +5%
VPA
1277
Vernal Point Advisors
California
$258K +$251K +1,250 New
BWP
1278
Balboa Wealth Partners
Arizona
$257K +$26.1K +130 +12%
CL
1279
CIM LLC
New York
$257K +$1.81K +9 +0.7%
Wealthfront Advisers
1280
Wealthfront Advisers
California
$257K +$250K +1,246 New
FFA
1281
Founders Financial Alliance
North Carolina
$257K +$28.5K +142 +13%
GCA
1282
Genesee Capital Advisors
New York
$256K
PGF
1283
Plan Group Financial
Oklahoma
$256K +$12.9K +64 +5%
SB
1284
Simmons Bank
Arkansas
$256K +$7.83K +39 +3%
PFG
1285
Putney Financial Group
California
$255K +$235K +1,172 +1,831%
PA
1286
PSI Advisors
Florida
$255K
TPW
1287
TL Private Wealth
Texas
$254K -$2.81K -14 -1%
CCA
1288
Cora Capital Advisors
New Jersey
$253K
FPL
1289
Fortress Private Ledger
North Carolina
$253K
CWA
1290
Canvas Wealth Advisors
Kansas
$253K +$803 +4 +0.3%
BCV
1291
Banque Cantonale Vaudoise
Switzerland
$252K +$54.6K +272 +29%
EI
1292
Ellevest Inc
New York
$252K +$1K +5 +0.4%
MA
1293
MCF Advisors
Kentucky
$251K
APW
1294
Axim Planning & Wealth
Ohio
$251K -$87.2K -434 -26%
CA
1295
Crewe Advisors
Utah
$250K -$5.62K -28 -2%
FG
1296
Fiduciary Group
Georgia
$250K
1WA
1297
180 Wealth Advisors
Washington
$250K +$603 +3 +0.2%
IA
1298
IFC Advisors
California
$249K -$17.9K -89 -7%
SIC
1299
Samalin Investment Counsel
New York
$249K -$179K -889 -42%
RIA
1300
Realta Investment Advisors
Delaware
$249K -$13.7K -68 -5%