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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
526
Capital Advisors Ltd
Ohio
$706K +$25.3K +170 +4%
S
527
SignatureFD
Georgia
$701K +$8.49K +57 +1%
BDF
528
Balasa Dinverno & Foltz
$699K – – –
IP
529
Intellectus Partners
California
$696K -$41K -275 -5%
SBH
530
Segall Bryant & Hamill
Illinois
$694K – – –
WS
531
Wedbush Securities
California
$691K +$298 +2 +0%
CAC
532
Certified Advisory Corp
Florida
$686K +$23.4K +157 +3%
WQ
533
Wealth Quarterback
New Jersey
$665K -$9.98K -67 -1%
GWS
534
Glassman Wealth Services
Virginia
$665K – – –
LW
535
Linscomb Wealth
Texas
$665K +$149 +1 +0%
ZCA
536
Zeke Capital Advisors
Pennsylvania
$656K – – –
AW
537
ACG Wealth
Georgia
$655K +$447 +3 +0.1%
VVP
538
Venture Visionary Partners
Ohio
$654K -$16.5K -111 -2%
DAS
539
Dynamic Advisor Solutions
Arizona
$651K +$63.2K +424 +10%
AWA
540
Alta Wealth Advisors
Massachusetts
$650K -$9.39K -63 -1%
FC
541
Ferris Capital
Massachusetts
$646K -$1.31M -8,761 -68%
WTC
542
WhitTier Trust Company
Nevada
$643K +$277K +1,857 +72%
Cerity Partners
543
Cerity Partners
New York
$641K -$132K -887 -17%
Two Sigma Investments
544
Two Sigma Investments
New York
$640K -$5.57M -37,400 -89%
CS
545
Capital Square
Tennessee
$632K – – –
SCI
546
S&CO Inc
Massachusetts
$632K – – –
SCA
547
Snowden Capital Advisors
New York
$630K +$52.9K +355 +9%
LSA
548
L & S Advisors
California
$629K +$404K +2,710 +167%
AWA
549
Arkadios Wealth Advisors
Georgia
$618K -$160K -1,077 -20%
PP
550
Professional Planning
California
$616K +$118K +789 +23%