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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAW
1426
Plan A Wealth
Nebraska
$246K – – –
MSFS
1427
Main Street Financial Solutions
Pennsylvania
$246K +$252K +1,165 New
MIP
1428
Marietta Investment Partners
Wisconsin
$245K – – –
FAI
1429
Fiduciary Advisors Inc
Missouri
$245K +$14.5K +67 +6%
SIM
1430
Synergy Investment Management
Florida
$245K +$251K +1,161 New
OC
1431
Oarsman Capital
Wisconsin
$245K -$160K -739 -39%
BWA
1432
Bestgate Wealth Advisors
Maryland
$245K – – –
TFP
1433
TrueWealth Financial Partners
Washington
$244K +$250K +1,156 New
RIA
1434
Realta Investment Advisors
Delaware
$244K -$11.9K -55 -5%
MG
1435
Marex Group
$244K -$86.2K -398 -26%
Lazard Asset Management
1436
Lazard Asset Management
New York
$243K – – –
CFAM
1437
Center For Asset Management
Florida
$242K -$6.5K -30 -3%
BOJHT
1438
Bank of Jackson Hole Trust
Wyoming
$242K +$9.74K +45 +4%
HBT
1439
Hills Bank & Trust
Iowa
$242K – – –
T
1440
TrueFG
Texas
$242K – – –
LFA
1441
Longview Financial Advisors
Alabama
$241K +$866 +4 +0.4%
MCM
1442
Mainstream Capital Management
California
$241K -$4.55K -21 -2%
MPI
1443
Mairs & Power Inc
Minnesota
$241K – – –
NLP
1444
Next Level Private
New York
$240K +$246K +1,138 New
CHJWM
1445
Carlton Hofferkamp & Jenks Wealth Management
Texas
$240K – – –
WCA
1446
Westover Capital Advisors
Delaware
$239K – – –
DJSG
1447
D.J. St. Germain
Massachusetts
$239K -$158K -728 -39%
SFS
1448
Strategic Financial Services
New York
$239K +$245K +1,130 New
CTC
1449
Corundum Trust Company
South Dakota
$239K +$245K +1,130 New
PCM
1450
Parsons Capital Management
Rhode Island
$236K +$2.81K +13 +1%