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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
876
Cornell Pochily Investment Advisors
New York
$1.05M +$230K +1,030 +29%
STA
877
Summit Trail Advisors
New York
$1.05M -$193K -866 -16%
TA
878
Tactive Advisors
Florida
$1.04M -$3.13K -14 -0.3%
JSL
879
JT Stratford LLC
Georgia
$1.04M -$541K -2,423 -35%
Neuberger Berman Group
880
Neuberger Berman Group
New York
$1.04M +$15.6K +70 +2%
FWA
881
FSM Wealth Advisors
Ohio
$1.04M +$1.12K +5 +0.1%
AF
882
Apollon Financial
South Carolina
$1.04M +$302K +1,351 +42%
AF
883
ASL Financial
California
$1.04M +$66.3K +297 +7%
FCP
884
Fidelis Capital Partners
Florida
$1.04M – – –
BM
885
Berman McAleer
Maryland
$1.04M – – –
CAM
886
Carret Asset Management
New York
$1.04M +$1.02M +4,575 New
IAA
887
Independent Advisor Alliance
North Carolina
$1.04M -$5.37M -24,043 -84%
T
888
Tidemark
California
$1.03M -$20.8K -93 -2%
AEPWM
889
Atlantic Edge Private Wealth Management
Florida
$1.03M – – –
SWA
890
Stratos Wealth Advisors
Ohio
$1.03M -$29.9K -134 -3%
MAWA
891
Moss Adams Wealth Advisors
Washington
$1.03M – – –
MA
892
MKT Advisors
California
$1.03M – – –
IIC
893
Integrated Investment Consultants
Michigan
$1.02M -$15K -67 -1%
NW
894
NewEdge Wealth
Pennsylvania
$1.02M -$161K -720 -14%
AP
895
Americana Partners
Texas
$1.02M +$66.8K +299 +7%
VCM
896
Versant Capital Management
Arizona
$1.02M – – –
MSWM
897
McGlone Suttner Wealth Management
Wisconsin
$1.02M – – –
PWM
898
Parkway Wealth Management
Texas
$1.01M -$118K -530 -11%
AL
899
Aspiriant LLC
California
$1.01M -$447 -2 -0%
SAG
900
SageView Advisory Group
California
$1M -$6.25K -28 -0.6%