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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1301
Cottonwood Capital Advisors
Utah
$241K -$7.34K -37 -3%
SFG
1302
Sage Financial Group
Pennsylvania
$241K +$793 +4 +0.3%
GCA
1303
Genesee Capital Advisors
New York
$237K
SB
1304
Simmons Bank
Arkansas
$235K +$244K +1,232 New
CAM
1305
Creekmur Asset Management
Illinois
$234K +$1.19K +6 +0.5%
CCA
1306
Cora Capital Advisors
New Jersey
$234K
CASB
1307
Cape Ann Savings Bank
Massachusetts
$234K
HCWM
1308
Hidden Cove Wealth Management
Washington
$234K +$243K +1,226 New
BKA
1309
Brick & Kyle Associates
Pennsylvania
$234K +$243K +1,226 New
CPC
1310
Consolidated Planning Corp
Georgia
$233K +$242K +1,222 New
PCI
1311
Planning Center Inc
Illinois
$232K -$204K -1,030 -46%
FG
1312
Fiduciary Group
Georgia
$231K
BHPW
1313
Beverly Hills Private Wealth
California
$231K -$35.7K -180 -13%
EI
1314
Ellevest Inc
New York
$230K
SWM
1315
SeaCrest Wealth Management
New York
$230K
IPAM
1316
Investment Partners Asset Management
New Jersey
$229K
WB
1317
Webster Bank
Connecticut
$229K +$59.5K +300 +33%
SWM
1318
Segment Wealth Management
Texas
$228K -$27.8K -140 -10%
OPPS
1319
Obsidian Personal Planning Solutions
Maryland
$228K
HPC
1320
HM Payson & Co
Maine
$227K
PP
1321
Patten & Patten
Tennessee
$227K -$793 -4 -0.3%
PGA
1322
Portland Global Advisors
Maine
$227K
NWA
1323
Navis Wealth Advisors
New York
$227K
TCA
1324
Trifecta Capital Advisors
Illinois
$227K -$282K -1,422 -55%
TPW
1325
TL Private Wealth
Texas
$226K +$233K +1,174 New