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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
301
V Wealth Advisors
Kansas
$397K +$377K +4,416 New
FCI
302
Financial Counselors Inc
Kansas
$389K
LWM
303
Lenox Wealth Management
Ohio
$387K
LW
304
Linscomb Wealth
Texas
$386K +$5.8K +68 +2%
PA
305
Parkside Advisors
California
$382K -$51.6K -605 -12%
SAM
306
Summit Asset Management
Tennessee
$381K
CPO
307
Cerity Partners OCIO
New York
$380K -$10.9K -128 -3%
BFEC
308
Benjamin F. Edwards & Company
Missouri
$379K -$7.08K -83 -2%
ZCA
309
Zeke Capital Advisors
Pennsylvania
$375K +$356K +4,167 New
YP
310
Yellowstone Partners
Idaho
$374K
ONB
311
Old National Bancorp
Indiana
$366K +$41.7K +489 +14%
BSB
312
Bangor Savings Bank
Maine
$365K +$4.27K +50 +1%
GT
313
Glenmede Trust
Pennsylvania
$364K
William Blair & Company
314
William Blair & Company
Illinois
$364K
WEC
315
Winslow Evans & Crocker
Massachusetts
$363K
MCM
316
Manchester Capital Management
Vermont
$360K
FWP
317
FAS Wealth Partners
Kansas
$354K -$8.62K -101 -3%
PAM
318
Peak Asset Management
Colorado
$325K +$76.2K +893 +33%
FAT
319
First American Trust
California
$313K -$1.11K -13 -0.4%
PFBT
320
Parkside Financial Bank & Trust
Missouri
$310K -$4.95K -58 -2%
WAM
321
Wolverine Asset Management
Illinois
$308K +$98.8K +1,158 +51%
WSTAM
322
Wilbanks Smith & Thomas Asset Management
Virginia
$306K
TTWM
323
TCV Trust & Wealth Management
Virginia
$306K +$17.1K +200 +6%
SAM
324
Shamrock Asset Management
Texas
$306K +$31.3K +367 +12%
CPSAC
325
Chas P. Smith & Associates (CPS)
Florida
$306K +$67.4K +790 +30%