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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
251
Huntington National Bank
Ohio
$179K
WTC
252
WhitTier Trust Company
Nevada
$175K
GT
253
Glenmede Trust
Pennsylvania
$173K
BRWA
254
B. Riley Wealth Advisors
Florida
$155K +$149K +1,815 New
PAS
255
Partnervest Advisory Services
California
$135K +$130K +1,579 New
Brown Advisory
256
Brown Advisory
Maryland
$126K
Barclays
257
Barclays
United Kingdom
$122K -$13.2K -160 -10%
PFG
258
Pacific Financial Group
Washington
$122K +$14.5K +176 +14%
BIM
259
BlackRock Investment Management
Delaware
$109K +$38.6K +469 +58%
CFN
260
Cordasco Financial Network
Florida
$107K +$103K +1,254 New
FBT
261
Founders Bank & Trust
Michigan
$100K +$45.5K +553 +80%
JFA
262
JNBA Financial Advisors
Minnesota
$87K
BAM
263
Brave Asset Management
New Jersey
$81K +$78.2K +950 New
EWM
264
Elite Wealth Management
Washington
$73K
CFA
265
Carroll Financial Associates
North Carolina
$69K +$16.3K +198 +32%
Parallax Volatility Advisers
266
Parallax Volatility Advisers
California
$58K +$35.9K +436 +179%
RWM
267
Raffa Wealth Management
District of Columbia
$57.2K +$50.2K +610 New
HCM
268
Horrell Capital Management
Arkansas
$55K
CCM
269
CWH Capital Management
Washington
$52K +$50.2K +610 New
TCOV
270
Trust Company of Vermont
Vermont
$47K +$45.3K +550 New
WT
271
Whittier Trust
California
$46K
WEC
272
Winslow Evans & Crocker
Massachusetts
$42K +$40.3K +489 New
GI
273
Gradient Investments
Minnesota
$41K
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$36.7K +$35.4K +430 New
WRM
275
Westport Resources Management
Connecticut
$32K