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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
551
Baldwin Wealth Partners
Massachusetts
$298K -$2.02K -19 -0.7%
SDAM
552
Shulman DeMeo Asset Management
New York
$297K +$4.14K +39 +1%
PWA
553
Peterson Wealth Advisors
Utah
$297K +$10.3K +97 +4%
CP
554
Covenant Partners
Tennessee
$296K
LSAG
555
Lake Street Advisors Group
New Hampshire
$296K +$743 +7 +0.3%
OMC
556
Old Mission Capital
Illinois
$295K -$7.82M -73,690 -96%
GCA
557
Gradient Capital Advisors
California
$294K
WCM
558
WealthBridge Capital Management
Ohio
$293K
BCA
559
Biltmore Capital Advisors
New Jersey
$290K +$284K +2,681 New
QCG
560
Quadrant Capital Group
Ohio
$289K
CMO
561
Covenant Multifamily Offices
Texas
$288K
SYBT
562
Stock Yards Bank & Trust
Kentucky
$287K
GAM
563
Gemmer Asset Management
California
$286K -$65.2K -615 -19%
AF
564
Arrow Financial
New York
$286K
MC
565
Mathes Company
New York
$281K
CFA
566
CWS Financial Advisors
Michigan
$280K -$68.2K -643 -20%
HBT
567
Hills Bank & Trust
Iowa
$280K
Wolverine Trading
568
Wolverine Trading
Illinois
$279K +$276K +2,604 New
IFWM
569
Institute for Wealth Management
Colorado
$278K -$1.47M -13,863 -84%
CPSAC
570
Chas P. Smith & Associates (CPS)
Florida
$278K -$13.3K -125 -5%
WTC
571
WhitTier Trust Company
Nevada
$278K
IFA
572
Interactive Financial Advisors
Illinois
$276K +$1.7K +16 +0.6%
EVM
573
Eaton Vance Management
Massachusetts
$275K
FWM
574
Filbrandt Wealth Management
Wisconsin
$270K
JIC
575
Joel Isaacson & Co
New York
$270K +$530 +5 +0.2%