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iShares S&P 500 Value ETF

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