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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
726
Vanguard Personalized Indexing Management
California
$988K +$489K +2,749 +108%
EPM
727
Elm Partners Management
Pennsylvania
$977K +$930K +5,232 New
SPI
728
Sutton Place Investors
New York
$975K +$928K +5,221 New
AQR Capital Management
729
AQR Capital Management
Connecticut
$973K +$926K +5,211 New
BIA
730
Benchmark Investment Advisors
Illinois
$970K -$905K -5,094 -50%
BWA
731
BCU Wealth Advisors
Illinois
$961K +$914K +5,142 New
WI
732
Wintrust Investments
Illinois
$956K +$90.3K +508 +11%
JIC
733
Joel Isaacson & Co
New York
$951K +$67.5K +380 +8%
SWM
734
Sendero Wealth Management
Texas
$948K – – –
IIA
735
IPG Investment Advisors
California
$945K +$129K +725 +17%
TF
736
Theory Financial
Colorado
$945K +$899K +5,057 New
PIA
737
Perennial Investment Advisors
California
$944K +$310K +1,744 +53%
PFA
738
Professional Financial Advisors
Nebraska
$944K +$77.1K +434 +9%
USCWA
739
U.S. Capital Wealth Advisors
Texas
$942K +$896K +5,043 New
SAM
740
Summit Asset Management
Tennessee
$942K -$5.33K -30 -0.6%
MCM
741
MidAtlantic Capital Management
Virginia
$936K – – –
PMFA
742
Plante Moran Financial Advisors
Michigan
$934K +$68.3K +384 +8%
NFW
743
Noble Family Wealth
Florida
$934K – – –
NEPWA
744
New England Private Wealth Advisors
Massachusetts
$932K +$1.78K +10 +0.2%
CFD
745
Creative Financial Designs
Indiana
$917K +$838K +4,715 +2,406%
PWPS
746
Pinnacle Wealth Planning Services
Ohio
$917K +$218K +1,226 +33%
JFG
747
JMG Financial Group
Illinois
$911K -$29K -163 -3%
LIA
748
LifePlan Investment Advisors
North Carolina
$908K +$864K +4,863 New
IIC
749
Integrated Investment Consultants
Michigan
$907K +$31.8K +179 +4%
AA
750
Ancora Advisors
Ohio
$907K +$84.4K +475 +11%