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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
576
Covenant Partners
Tennessee
$264K -$164K -1,382 -34%
LSAG
577
Lake Street Advisors Group
New Hampshire
$263K +$1.43K +12 +0.4%
GCA
578
Gradient Capital Advisors
California
$261K
CPSAC
579
Chas P. Smith & Associates (CPS)
Florida
$260K -$55.5K -466 -15%
SDAM
580
Shulman DeMeo Asset Management
New York
$260K
WCM
581
WealthBridge Capital Management
Ohio
$260K
Fisher Asset Management
582
Fisher Asset Management
Washington
$260K +$322K +2,705 New
SWA
583
SFMG Wealth Advisors
Texas
$259K -$109K -918 -25%
QCG
584
Quadrant Capital Group
Ohio
$259K
LWM
585
Lenox Wealth Management
Ohio
$258K
CMO
586
Covenant Multifamily Offices
Texas
$256K -$64.3K -540 -17%
PWA
587
Peterson Wealth Advisors
Utah
$255K -$15.1K -127 -5%
SYBT
588
Stock Yards Bank & Trust
Kentucky
$255K
AF
589
Arrow Financial
New York
$254K
MC
590
Mathes Company
New York
$250K
SFWC
591
Strategic Family Wealth Counselors
New Jersey
$250K +$309K +2,594 New
HBT
592
Hills Bank & Trust
Iowa
$249K +$307K +2,583 New
WTC
593
WhitTier Trust Company
Nevada
$247K +$61.4K +516 +25%
EVM
594
Eaton Vance Management
Massachusetts
$245K +$303K +2,544 New
WP
595
WealthShield Partners
North Carolina
$244K -$55.5K -466 -16%
IFA
596
Interactive Financial Advisors
Illinois
$244K -$11.7K -98 -4%
CSPIA
597
Cary Street Partners Investment Advisory
Virginia
$243K -$50.3K -423 -14%
FWM
598
Filbrandt Wealth Management
Wisconsin
$241K -$38K -319 -11%
JIC
599
Joel Isaacson & Co
New York
$240K -$101K -848 -25%
ST
600
Spinnaker Trust
Maine
$237K