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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPI
726
Sutton Place Investors
New York
$975K +$928K +5,221 New
AQR Capital Management
727
AQR Capital Management
Connecticut
$973K +$926K +5,211 New
BIA
728
Benchmark Investment Advisors
Illinois
$970K -$905K -5,094 -50%
BWA
729
BCU Wealth Advisors
Illinois
$961K +$914K +5,142 New
WI
730
Wintrust Investments
Illinois
$956K +$90.3K +508 +11%
JIC
731
Joel Isaacson & Co
New York
$951K +$67.5K +380 +8%
SWM
732
Sendero Wealth Management
Texas
$948K
IIA
733
IPG Investment Advisors
California
$945K +$129K +725 +17%
TF
734
Theory Financial
Colorado
$945K +$899K +5,057 New
PIA
735
Perennial Investment Advisors
California
$944K +$310K +1,744 +53%
PFA
736
Professional Financial Advisors
Nebraska
$944K +$77.1K +434 +9%
USCWA
737
U.S. Capital Wealth Advisors
Texas
$942K +$896K +5,043 New
SAM
738
Summit Asset Management
Tennessee
$942K -$5.33K -30 -0.6%
MCM
739
MidAtlantic Capital Management
Virginia
$936K
PMFA
740
Plante Moran Financial Advisors
Michigan
$934K +$68.3K +384 +8%
NFW
741
Noble Family Wealth
Florida
$934K
NEPWA
742
New England Private Wealth Advisors
Massachusetts
$932K +$1.78K +10 +0.2%
CFD
743
Creative Financial Designs
Indiana
$917K +$838K +4,715 +2,406%
PWPS
744
Pinnacle Wealth Planning Services
Ohio
$917K +$218K +1,226 +33%
JFG
745
JMG Financial Group
Illinois
$911K -$29K -163 -3%
LIA
746
LifePlan Investment Advisors
North Carolina
$908K +$864K +4,863 New
IIC
747
Integrated Investment Consultants
Michigan
$907K +$31.8K +179 +4%
AA
748
Ancora Advisors
Ohio
$907K +$84.4K +475 +11%
CF
749
Centaurus Financial
California
$905K +$83.7K +471 +11%
CFS
750
CRA Financial Services
New Jersey
$905K +$49.2K +277 +6%