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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AB
551
Atlas Brown
Kentucky
$299K +$106 +1 +0%
BWP
552
Baldwin Wealth Partners
Massachusetts
$298K -$2.02K -19 -0.7%
SDAM
553
Shulman DeMeo Asset Management
New York
$297K +$4.14K +39 +1%
PWA
554
Peterson Wealth Advisors
Utah
$297K +$10.3K +97 +4%
CP
555
Covenant Partners
Tennessee
$296K – – –
LSAG
556
Lake Street Advisors Group
New Hampshire
$296K +$743 +7 +0.3%
OMC
557
Old Mission Capital
Illinois
$295K -$7.82M -73,690 -96%
GCA
558
Gradient Capital Advisors
California
$294K – – –
WCM
559
WealthBridge Capital Management
Ohio
$293K – – –
BCA
560
Biltmore Capital Advisors
New Jersey
$290K +$284K +2,681 New
QCG
561
Quadrant Capital Group
Ohio
$289K – – –
CMO
562
Covenant Multifamily Offices
Texas
$288K – – –
SYBT
563
Stock Yards Bank & Trust
Kentucky
$287K – – –
GAM
564
Gemmer Asset Management
California
$286K -$65.2K -615 -19%
AF
565
Arrow Financial
New York
$286K – – –
MC
566
Mathes Company
New York
$281K – – –
CFA
567
CWS Financial Advisors
Michigan
$280K -$68.2K -643 -20%
HBT
568
Hills Bank & Trust
Iowa
$280K – – –
Wolverine Trading
569
Wolverine Trading
Illinois
$279K +$276K +2,604 New
IFWM
570
Institute for Wealth Management
Colorado
$278K -$1.47M -13,863 -84%
CPSAC
571
Chas P. Smith & Associates (CPS)
Florida
$278K -$13.3K -125 -5%
WTC
572
WhitTier Trust Company
Nevada
$278K – – –
IFA
573
Interactive Financial Advisors
Illinois
$276K +$1.7K +16 +0.6%
EVM
574
Eaton Vance Management
Massachusetts
$275K – – –
FWM
575
Filbrandt Wealth Management
Wisconsin
$270K – – –