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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
751
Lowe Wealth Advisors
Maryland
$5K
HS
752
Horan Securities
United States
$5K +$6.19K +52 New
ACA
753
Aptus Capital Advisors
Alabama
$4K -$11.3K -95 -66%
LDFR
754
Lehman & Derafelo Financial Resources
Pennsylvania
$4K
PIP
755
Peachtree Investment Partners
Florida
$3K -$8.45K -71 -67%
BW
756
Bison Wealth
Georgia
$3K
BWL
757
Bogart Wealth LLC
Virginia
$3K
CAGAS
758
Capital Advisory Group Advisory Services
Minnesota
$3K
HWA
759
HCR Wealth Advisors
California
$3K +$3.81K +32 New
AW
760
Avion Wealth
Texas
$2K +$2.62K +22 New
CIM
761
Confluence Investment Management
Missouri
-$19.4M -166,665 Closed
PL
762
Polianta Ltd
Jersey
-$12.1M -93,100 Closed
AIA
763
Arrow Investment Advisors
Maryland
-$11.9M -91,613 Closed
AI
764
Atria Investments
North Carolina
-$11.6M -89,119 Closed
CWG
765
Cornerstone Wealth Group
North Carolina
-$6.3M -48,413 Closed
TD Asset Management
766
TD Asset Management
Ontario, Canada
-$5.01M -43,507 Closed
GI
767
Glovista Investments
New Jersey
-$4.5M -34,551 Closed
Millennium Management
768
Millennium Management
New York
-$4.07M -31,258 Closed
PG
769
Prostatis Group
Maryland
-$3.92M -30,157 Closed
BEC
770
Blue Edge Capital
Virginia
-$3.02M -23,232 Closed
SRSA
771
S.R. Schill & Associates
Washington
-$2.96M -22,732 Closed
JWCA
772
J.W. Cole Advisors
Florida
-$2.7M -20,760 Closed
NFG
773
Noven Financial Group
Colorado
-$2.31M -17,722 Closed
IAA
774
Independent Advisor Alliance
North Carolina
-$2.29M -17,565 Closed
CG
775
Cutler Group
California
-$1.78M -15,000 Closed