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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIA
651
IPG Investment Advisors
California
$666K +$12.1K +75 +2%
EWM
652
Empirical Wealth Management
Washington
$666K – – –
AL
653
Aspiriant LLC
California
$665K -$34.1K -211 -5%
IFG
654
Independent Financial Group
California
$656K -$3.72K -23 -0.5%
CWP
655
Corepath Wealth Partners
Arizona
$656K +$64.7K +400 +10%
MSA
656
Marino Stram & Associates
Massachusetts
$651K -$23.4K -145 -3%
FWTB
657
First Western Trust Bank
Colorado
$650K -$215K -1,329 -24%
CB
658
Community Bank
New York
$647K -$195K -1,206 -22%
H
659
HoyleCohen
California
$646K +$6.79K +42 +1%
CAI
660
Capital Advisors Inc
Oklahoma
$643K -$71.9K -445 -10%
MPCG
661
Matrix Private Capital Group
New York
$641K +$11K +68 +2%
JIC
662
Joel Isaacson & Co
New York
$641K +$154K +950 +30%
MA
663
MCF Advisors
Kentucky
$640K – – –
CWM
664
ClientFirst Wealth Management
Arkansas
$638K – – –
CPA
665
Capital Planning Advisors
California
$638K – – –
VVP
666
Venture Visionary Partners
Ohio
$635K -$3.88K -24 -0.6%
OSAM
667
O'Shaughnessy Asset Management
Connecticut
$628K +$95.8K +593 +17%
CBFP
668
Cedar Brook Financial Partners
Ohio
$627K -$7.43K -46 -1%
AA
669
Ancora Advisors
Ohio
$626K +$106K +658 +19%
PWLP
670
Prio Wealth Limited Partnership
Massachusetts
$623K -$356K -2,205 -35%
JSW
671
Journey Strategic Wealth
New Jersey
$616K +$647K +4,001 New
GIM
672
Goelzer Investment Management
Indiana
$610K -$20.9K -129 -3%
Deutsche Bank
673
Deutsche Bank
Germany
$609K -$625K -3,865 -49%
SAG
674
SageView Advisory Group
California
$605K -$359K -2,219 -36%
MMHP
675
Murphy Middleton Hinkle & Parker
Georgia
$600K – – –