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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWMP
951
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$609K – – –
Empower Advisory Group
952
Empower Advisory Group
Colorado
$608K +$34.8K +187 +6%
IAS
953
Insigneo Advisory Services
Florida
$606K -$64.1K -344 -10%
CIBC World Market
954
CIBC World Market
Ontario, Canada
$604K -$88.5K -475 -13%
CTA
955
Camelot Technology Advisors
California
$602K -$21K -113 -4%
CPRC
956
Consolidated Portfolio Review Corp
New York
$600K +$359K +1,929 +169%
NA
957
Nordwand Advisors
Pennsylvania
$590K +$59.8K +321 +12%
GAA
958
Guardian Asset Advisors
Pennsylvania
$590K – – –
MC
959
Middleton & Co
Massachusetts
$587K +$9.31K +50 +2%
ICMM
960
Integrated Capital Management (Michigan)
Michigan
$585K -$46.8K -251 -8%
VFS
961
Valpey Financial Services
New Hampshire
$583K +$556K +2,985 New
CPA
962
Cardiff Park Advisors
California
$581K – – –
MSAM
963
Moloney Securities Asset Management
Missouri
$580K – – –
FEM
964
Fulcrum Equity Management
Texas
$577K +$26.5K +142 +5%
DI
965
Disciplined Investments
Oklahoma
$577K +$55.3K +297 +11%
AF
966
Amara Financial
California
$576K +$1.49K +8 +0.3%
OPW
967
Oxler Private Wealth
New York
$572K -$25K -134 -4%
PL
968
Plancorp LLC
Missouri
$572K – – –
CSPIA
969
Cary Street Partners Investment Advisory
Virginia
$568K +$27.4K +147 +5%
AWM
970
Axxcess Wealth Management
California
$566K +$6.33K +34 +1%
QFA
971
Quattro Financial Advisors
Texas
$564K +$211K +1,135 +65%
EPW
972
Evergreen Private Wealth
Colorado
$561K -$29.6K -159 -5%
GJWM
973
Gilliland Jeter Wealth Management
Arkansas
$557K +$124K +665 +30%
WAM
974
WNY Asset Management
New York
$556K – – –
AWA
975
ARQ Wealth Advisors
Arizona
$554K – – –