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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
576
Kornitzer Capital Management
Kansas
$266K -$70.9K -596 -18%
CP
577
Covenant Partners
Tennessee
$264K -$164K -1,382 -34%
LSAG
578
Lake Street Advisors Group
New Hampshire
$263K +$1.43K +12 +0.4%
GCA
579
Gradient Capital Advisors
California
$261K – – –
CPSAC
580
Chas P. Smith & Associates (CPS)
Florida
$260K -$55.5K -466 -15%
SDAM
581
Shulman DeMeo Asset Management
New York
$260K – – –
WCM
582
WealthBridge Capital Management
Ohio
$260K – – –
Fisher Asset Management
583
Fisher Asset Management
Washington
$260K +$322K +2,705 New
SWA
584
SFMG Wealth Advisors
Texas
$259K -$109K -918 -25%
QCG
585
Quadrant Capital Group
Ohio
$259K – – –
LWM
586
Lenox Wealth Management
Ohio
$258K – – –
CMO
587
Covenant Multifamily Offices
Texas
$256K -$64.3K -540 -17%
PWA
588
Peterson Wealth Advisors
Utah
$255K -$15.1K -127 -5%
SYBT
589
Stock Yards Bank & Trust
Kentucky
$255K – – –
AF
590
Arrow Financial
New York
$254K – – –
MC
591
Mathes Company
New York
$250K – – –
SFWC
592
Strategic Family Wealth Counselors
New Jersey
$250K +$309K +2,594 New
HBT
593
Hills Bank & Trust
Iowa
$249K +$307K +2,583 New
WTC
594
WhitTier Trust Company
Nevada
$247K +$61.4K +516 +25%
EVM
595
Eaton Vance Management
Massachusetts
$245K +$303K +2,544 New
WP
596
WealthShield Partners
North Carolina
$244K -$55.5K -466 -16%
IFA
597
Interactive Financial Advisors
Illinois
$244K -$11.7K -98 -4%
CSPIA
598
Cary Street Partners Investment Advisory
Virginia
$243K -$50.3K -423 -14%
FWM
599
Filbrandt Wealth Management
Wisconsin
$241K -$38K -319 -11%
JIC
600
Joel Isaacson & Co
New York
$240K -$101K -848 -25%