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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
951
CIBC World Market
Ontario, Canada
$604K -$88.5K -475 -13%
CTA
952
Camelot Technology Advisors
California
$602K -$21K -113 -4%
CPRC
953
Consolidated Portfolio Review Corp
New York
$600K +$359K +1,929 +169%
NA
954
Nordwand Advisors
Pennsylvania
$590K +$59.8K +321 +12%
GAA
955
Guardian Asset Advisors
Pennsylvania
$590K
MC
956
Middleton & Co
Massachusetts
$587K +$9.31K +50 +2%
ICMM
957
Integrated Capital Management (Michigan)
Michigan
$585K -$46.8K -251 -8%
VFS
958
Valpey Financial Services
New Hampshire
$583K +$556K +2,985 New
CPA
959
Cardiff Park Advisors
California
$581K
MSAM
960
Moloney Securities Asset Management
Missouri
$580K
FEM
961
Fulcrum Equity Management
Texas
$577K +$26.5K +142 +5%
DI
962
Disciplined Investments
Oklahoma
$577K +$55.3K +297 +11%
AF
963
Amara Financial
California
$576K +$1.49K +8 +0.3%
OPW
964
Oxler Private Wealth
New York
$572K -$25K -134 -4%
PL
965
Plancorp LLC
Missouri
$572K
CSPIA
966
Cary Street Partners Investment Advisory
Virginia
$568K +$27.4K +147 +5%
AWM
967
Axxcess Wealth Management
California
$566K +$6.33K +34 +1%
QFA
968
Quattro Financial Advisors
Texas
$564K +$211K +1,135 +65%
EPW
969
Evergreen Private Wealth
Colorado
$561K -$29.6K -159 -5%
GJWM
970
Gilliland Jeter Wealth Management
Arkansas
$557K +$124K +665 +30%
WAM
971
WNY Asset Management
New York
$556K
AWA
972
ARQ Wealth Advisors
Arizona
$554K
BCA
973
Ballentine Capital Advisors
South Carolina
$554K -$186 -1 -0%
SCM
974
Schnieders Capital Management
California
$550K +$525K +2,816 New
CA
975
Claro Advisors
Massachusetts
$549K +$2.23K +12 +0.4%