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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
876
Disciplined Investments
Oklahoma
$562K +$37.5K +211 +8%
TTWM
877
TCV Trust & Wealth Management
Virginia
$558K
CIC
878
Carnegie Investment Counsel
Ohio
$558K -$35.5K -200 -6%
GSC
879
Grey Street Capital
Illinois
$557K +$530K +2,981 New
IA
880
Insight Advisors
Pennsylvania
$556K
CPA
881
Cardiff Park Advisors
California
$555K
MG
882
Mather Group
Illinois
$555K -$125K -704 -18%
PWLP
883
Prio Wealth Limited Partnership
Massachusetts
$554K -$89.8K -505 -15%
GIM
884
Goelzer Investment Management
Indiana
$554K -$184K -1,037 -26%
Qube Research & Technologies (QRT)
885
Qube Research & Technologies (QRT)
United Kingdom
$551K -$16.5K -93 -3%
Citadel Advisors
886
Citadel Advisors
Florida
$551K -$924K -5,196 -64%
AB
887
Atlas Brown
Kentucky
$550K -$8.53K -48 -2%
FFS
888
Founders Financial Securities
Maryland
$549K +$101K +571 +24%
Kovitz Investment Group Partners
889
Kovitz Investment Group Partners
Illinois
$544K +$126K +711 +32%
CGFA
890
Colton Groome Financial Advisors
North Carolina
$544K -$62.6K -352 -11%
EPW
891
Evergreen Private Wealth
Colorado
$544K -$7.82K -44 -1%
LSAG
892
Lake Street Advisors Group
New Hampshire
$544K
PL
893
Plancorp LLC
Missouri
$542K +$14K +79 +3%
CL
894
CIM LLC
New York
$538K +$4.62K +26 +0.9%
SXL
895
Summit X LLC
Missouri
$537K -$27.4K -154 -5%
RWM
896
Ritholtz Wealth Management
New York
$536K -$26.7K -150 -5%
QC
897
Quent Capital
New York
$536K
AGWCA
898
Annis Gardner Whiting Capital Advisors
Florida
$532K +$391K +2,197 +339%
MSAM
899
Moloney Securities Asset Management
Missouri
$531K +$10.3K +58 +2%
DFC
900
DBK Financial Counsel
Ohio
$530K -$75.7K -426 -13%