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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
551
Investment Research & Advisory Group
Georgia
$612K
MPCG
552
Matrix Private Capital Group
New York
$611K +$29.8K +200 +5%
TSS
553
Two Sigma Securities
New York
$610K -$118K -792 -16%
Wealth Enhancement Advisory Services
554
Wealth Enhancement Advisory Services
Minnesota
$610K +$134K +899 +29%
PWA
555
Physician Wealth Advisors
Utah
$608K -$5.07K -34 -0.8%
RIA
556
Regal Investment Advisors
Michigan
$605K -$8.35K -56 -1%
CPA
557
Capital Planning Advisors
California
$603K
CPW
558
Catalyst Private Wealth
California
$602K
KF
559
Krilogy Financial
Missouri
$599K +$199K +1,338 +48%
PCG
560
Private Capital Group
Connecticut
$590K
CPO
561
Cerity Partners OCIO
New York
$585K -$12.2K -82 -2%
CFA
562
Carroll Financial Associates
North Carolina
$584K +$230K +1,541 +62%
SEM
563
Strategic Equity Management
Arizona
$583K +$189K +1,268 +46%
CGA
564
Crescent Grove Advisors
Illinois
$582K +$18.6K +125 +3%
IA
565
Insight Advisors
Pennsylvania
$576K -$59.9K -402 -10%
CIAS
566
Capital Investment Advisory Services
North Carolina
$573K +$7.3K +49 +1%
BBHC
567
Brown Brothers Harriman & Co
New York
$565K
CWP
568
Corepath Wealth Partners
Arizona
$564K
CAM
569
Concorde Asset Management
Michigan
$560K +$3.28K +22 +0.6%
NAM
570
NTV Asset Management
West Virginia
$556K
MG
571
Mather Group
Illinois
$550K +$30.8K +207 +6%
WSFS
572
Wilmington Savings Fund Society
Delaware
$548K +$175K +1,172 +45%
PL
573
Plancorp LLC
Missouri
$547K -$90.8K -609 -14%
CW
574
CreativeOne Wealth
Kansas
$547K +$330K +2,215 +143%
NCM
575
Novare Capital Management
North Carolina
$541K +$554K +3,720 New