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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
651
Aspiriant LLC
California
$665K -$34.1K -211 -5%
IFG
652
Independent Financial Group
California
$656K -$3.72K -23 -0.5%
CWP
653
Corepath Wealth Partners
Arizona
$656K +$64.7K +400 +10%
MSA
654
Marino Stram & Associates
Massachusetts
$651K -$23.4K -145 -3%
FWTB
655
First Western Trust Bank
Colorado
$650K -$215K -1,329 -24%
CB
656
Community Bank
New York
$647K -$195K -1,206 -22%
H
657
HoyleCohen
California
$646K +$6.79K +42 +1%
CAI
658
Capital Advisors Inc
Oklahoma
$643K -$71.9K -445 -10%
MPCG
659
Matrix Private Capital Group
New York
$641K +$11K +68 +2%
JIC
660
Joel Isaacson & Co
New York
$641K +$154K +950 +30%
MA
661
MCF Advisors
Kentucky
$640K
CWM
662
ClientFirst Wealth Management
Arkansas
$638K
CPA
663
Capital Planning Advisors
California
$638K
VVP
664
Venture Visionary Partners
Ohio
$635K -$3.88K -24 -0.6%
OSAM
665
O'Shaughnessy Asset Management
Connecticut
$628K +$95.8K +593 +17%
CBFP
666
Cedar Brook Financial Partners
Ohio
$627K -$7.43K -46 -1%
AA
667
Ancora Advisors
Ohio
$626K +$106K +658 +19%
PWLP
668
Prio Wealth Limited Partnership
Massachusetts
$623K -$356K -2,205 -35%
JSW
669
Journey Strategic Wealth
New Jersey
$616K +$647K +4,001 New
GIM
670
Goelzer Investment Management
Indiana
$610K -$20.9K -129 -3%
Deutsche Bank
671
Deutsche Bank
Germany
$609K -$625K -3,865 -49%
SAG
672
SageView Advisory Group
California
$605K -$359K -2,219 -36%
MMHP
673
Murphy Middleton Hinkle & Parker
Georgia
$600K
WTC
674
WhitTier Trust Company
Nevada
$596K
WP
675
Westmount Partners
California
$592K