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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
951
Argent Trust Co
Tennessee
$571K +$49.1K +254 +9%
CPA
952
Cardiff Park Advisors
California
$567K – – –
MSAM
953
Moloney Securities Asset Management
Missouri
$565K -$6.09M -31,480 -91%
MC
954
Middleton & Co
Massachusetts
$563K +$194K +1,005 +52%
AF
955
Amara Financial
California
$560K +$2.32K +12 +0.4%
PL
956
Plancorp LLC
Missouri
$558K +$194 +1 +0%
Empower Advisory Group
957
Empower Advisory Group
Colorado
$558K -$188K -972 -25%
NP
958
NorthRock Partners
Minnesota
$557K +$279K +1,441 +97%
AWA
959
ARQ Wealth Advisors
Arizona
$554K -$135K -698 -19%
GIM
960
Goelzer Investment Management
Indiana
$549K +$190K +983 +52%
AWM
961
Axxcess Wealth Management
California
$545K -$2.21M -11,425 -80%
WAM
962
WNY Asset Management
New York
$542K -$2.32K -12 -0.4%
GWA
963
GGM Wealth Advisors
Maryland
$542K – – –
BCA
964
Ballentine Capital Advisors
South Carolina
$540K – – –
PWPS
965
Pinnacle Wealth Planning Services
Ohio
$537K -$881K -4,555 -62%
NL
966
Navalign LLC
California
$536K -$7.74K -40 -1%
FEM
967
Fulcrum Equity Management
Texas
$536K +$154K +794 +39%
SWM
968
Stockman Wealth Management
Montana
$534K -$8.71K -45 -2%
CA
969
Claro Advisors
Massachusetts
$533K +$7.74K +40 +1%
TW
970
Towerpoint Wealth
California
$530K -$57.7K -298 -10%
LA
971
Latitude Advisors
Florida
$529K +$185K +957 +53%
CL
972
CIM LLC
New York
$528K +$6.97K +36 +1%
PP
973
Postrock Partners
Oregon
$527K +$116K +600 +28%
WFS
974
WealthGarden F.S.
California
$526K +$109K +561 +26%
CSPIA
975
Cary Street Partners Investment Advisory
Virginia
$526K +$149K +770 +39%