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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
876
Navalign LLC
California
$566K -$35K -197 -6%
OPW
877
Oxler Private Wealth
New York
$564K +$1.6K +9 +0.3%
DI
878
Disciplined Investments
Oklahoma
$562K +$37.5K +211 +8%
TTWM
879
TCV Trust & Wealth Management
Virginia
$558K – – –
CIC
880
Carnegie Investment Counsel
Ohio
$558K -$35.5K -200 -6%
GSC
881
Grey Street Capital
Illinois
$557K +$530K +2,981 New
IA
882
Insight Advisors
Pennsylvania
$556K – – –
CPA
883
Cardiff Park Advisors
California
$555K – – –
MG
884
Mather Group
Illinois
$555K -$125K -704 -18%
PWLP
885
Prio Wealth Limited Partnership
Massachusetts
$554K -$89.8K -505 -15%
GIM
886
Goelzer Investment Management
Indiana
$554K -$184K -1,037 -26%
Qube Research & Technologies (QRT)
887
Qube Research & Technologies (QRT)
United Kingdom
$551K -$16.5K -93 -3%
Citadel Advisors
888
Citadel Advisors
Florida
$551K -$924K -5,196 -64%
AB
889
Atlas Brown
Kentucky
$550K -$8.53K -48 -2%
FFS
890
Founders Financial Securities
Maryland
$549K +$101K +571 +24%
Kovitz Investment Group Partners
891
Kovitz Investment Group Partners
Illinois
$544K +$126K +711 +32%
CGFA
892
Colton Groome Financial Advisors
North Carolina
$544K -$62.6K -352 -11%
EPW
893
Evergreen Private Wealth
Colorado
$544K -$7.82K -44 -1%
LSAG
894
Lake Street Advisors Group
New Hampshire
$544K – – –
PL
895
Plancorp LLC
Missouri
$542K +$14K +79 +3%
CL
896
CIM LLC
New York
$538K +$4.62K +26 +0.9%
SXL
897
Summit X LLC
Missouri
$537K -$27.4K -154 -5%
RWM
898
Ritholtz Wealth Management
New York
$536K -$26.7K -150 -5%
QC
899
Quent Capital
New York
$536K – – –
AGWCA
900
Annis Gardner Whiting Capital Advisors
Florida
$532K +$391K +2,197 +339%