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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPM
726
Elm Partners Management
Pennsylvania
$952K
AWA
727
Arkadios Wealth Advisors
Georgia
$941K +$661K +3,631 +236%
ACIM
728
Azimuth Capital Investment Management
Michigan
$932K -$43.7K -240 -4%
NEPWA
729
New England Private Wealth Advisors
Massachusetts
$931K +$20K +110 +2%
JIC
730
Joel Isaacson & Co
New York
$928K +$2.19K +12 +0.2%
PIA
731
Perennial Investment Advisors
California
$920K +$364 +2 +0%
SAM
732
Summit Asset Management
Tennessee
$918K
BIA
733
Benchmark Investment Advisors
Illinois
$914K -$31.7K -174 -3%
PFA
734
Professional Financial Advisors
Nebraska
$913K -$6.56K -36 -0.7%
NB
735
NBT Bank
New York
$913K +$167K +917 +22%
MCM
736
MidAtlantic Capital Management
Virginia
$912K
NFW
737
Noble Family Wealth
Florida
$910K
IIC
738
Integrated Investment Consultants
Michigan
$907K
SWM
739
Sendero Wealth Management
Texas
$905K -$18.2K -100 -2%
CFS
740
CRA Financial Services
New Jersey
$901K +$19.9K +109 +2%
1SB
741
1ST Source Bank
Indiana
$897K -$82.7K -454 -8%
ACM
742
Absolute Capital Management
Pennsylvania
$889K +$108K +593 +14%
MOS
743
MGO One Seven
Ohio
$885K +$70.8K +389 +9%
SAG
744
SageView Advisory Group
California
$880K -$401K -2,200 -31%
AA
745
Ancora Advisors
Ohio
$878K -$5.28K -29 -0.6%
FA
746
Fiduciary Alliance
South Carolina
$874K -$4.74K -26 -0.5%
PWA
747
Provenance Wealth Advisors
Florida
$871K -$10.2K -56 -1%
AQR Capital Management
748
AQR Capital Management
Connecticut
$868K -$80.5K -442 -8%
Vontobel Holding
749
Vontobel Holding
Switzerland
$865K
EWA
750
EverSource Wealth Advisors
Alabama
$855K +$392K +2,155 +93%