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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
726
Canopy Partners
Ohio
$964K – – –
LC
727
Lindbrook Capital
California
$960K -$137K -750 -12%
EPM
728
Elm Partners Management
Pennsylvania
$952K – – –
AWA
729
Arkadios Wealth Advisors
Georgia
$941K +$661K +3,631 +236%
ACIM
730
Azimuth Capital Investment Management
Michigan
$932K -$43.7K -240 -4%
NEPWA
731
New England Private Wealth Advisors
Massachusetts
$931K +$20K +110 +2%
JIC
732
Joel Isaacson & Co
New York
$928K +$2.19K +12 +0.2%
PIA
733
Perennial Investment Advisors
California
$920K +$364 +2 +0%
SAM
734
Summit Asset Management
Tennessee
$918K – – –
BIA
735
Benchmark Investment Advisors
Illinois
$914K -$31.7K -174 -3%
PFA
736
Professional Financial Advisors
Nebraska
$913K -$6.56K -36 -0.7%
NB
737
NBT Bank
New York
$913K +$167K +917 +22%
MCM
738
MidAtlantic Capital Management
Virginia
$912K – – –
NFW
739
Noble Family Wealth
Florida
$910K – – –
IIC
740
Integrated Investment Consultants
Michigan
$907K – – –
SWM
741
Sendero Wealth Management
Texas
$905K -$18.2K -100 -2%
CFS
742
CRA Financial Services
New Jersey
$901K +$19.9K +109 +2%
1SB
743
1ST Source Bank
Indiana
$897K -$82.7K -454 -8%
ACM
744
Absolute Capital Management
Pennsylvania
$889K +$108K +593 +14%
MOS
745
MGO One Seven
Ohio
$885K +$70.8K +389 +9%
SAG
746
SageView Advisory Group
California
$880K -$401K -2,200 -31%
AA
747
Ancora Advisors
Ohio
$878K -$5.28K -29 -0.6%
FA
748
Fiduciary Alliance
South Carolina
$874K -$4.74K -26 -0.5%
PWA
749
Provenance Wealth Advisors
Florida
$871K -$10.2K -56 -1%
AQR Capital Management
750
AQR Capital Management
Connecticut
$868K -$80.5K -442 -8%