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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
976
CVA Family Office
Colorado
$766K – – –
CIS
977
Custom Index Systems
New York
$766K +$19.1K +88 +2%
LFG
978
Lockerman Financial Group
California
$763K +$130K +600 +20%
FWM
979
FLP Wealth Management
Arkansas
$762K +$120K +556 +18%
SEM
980
Strategic Equity Management
Arizona
$762K +$94.4K +436 +14%
GWA
981
Geometric Wealth Advisors
District of Columbia
$757K +$4.76K +22 +0.6%
CPIA
982
Cornell Pochily Investment Advisors
New York
$756K +$121K +560 +19%
Kovitz Investment Group Partners
983
Kovitz Investment Group Partners
Illinois
$755K +$42.7K +197 +6%
QP
984
Quartz Partners
New York
$755K +$232K +1,070 +43%
AHC
985
Anderson Hoagland & Co
Missouri
$753K – – –
VC
986
Veracity Capital
Georgia
$750K -$76.7K -354 -9%
AUB
987
Atlantic Union Bankshares
Virginia
$748K -$11.3K -52 -1%
VA
988
Vident Advisory
Georgia
$748K +$278K +1,286 +57%
C1AG
989
Client 1st Advisory Group
Florida
$747K +$465K +2,148 +154%
IP
990
Indivisible Partners
Florida
$747K – – –
EWA
991
Exit Wealth Advisors
Georgia
$747K +$291K +1,343 +61%
QCM
992
QRG Capital Management
Illinois
$746K -$166K -768 -18%
NPFS
993
Novak & Powell Financial Services
Florida
$746K -$53.5K -247 -7%
AT
994
American Trust
Kentucky
$741K +$27.9K +129 +4%
MC
995
Middleton & Co
Massachusetts
$739K +$21.7K +100 +3%
PA
996
Perennial Advisors
New York
$736K +$543K +2,506 +256%
RWM
997
Riverbend Wealth Management
South Carolina
$732K +$9.09K +42 +1%
CNB
998
Camden National Bank
Maine
$732K -$21.4K -99 -3%
MFA
999
Millington Financial Advisors
Illinois
$732K +$650 +3 +0.1%
KWM
1000
KRM Wealth Management
Nevada
$728K -$6.93K -32 -0.9%