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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ABC
426
Associated Banc-Corp
Wisconsin
$556K
LNC
427
Lincoln National Corp
Pennsylvania
$552K -$421K -3,852 -41%
BFO
428
Boston Family Office
Massachusetts
$550K
OWD
429
Osborn Williams & Donohoe
Ohio
$545K
SDWMA
430
Schneider Downs Wealth Management Advisors
Pennsylvania
$542K +$586K +5,360 New
CB
431
Community Bank
New York
$541K +$392K +3,580 +203%
PA
432
Prism Advisors
California
$534K +$44.7K +409 +8%
OPA
433
Old Port Advisors
Maine
$534K +$548K +5,005 New
DAS
434
Dynamic Advisor Solutions
Arizona
$532K +$260K +2,379 +94%
MBT
435
Montecito Bank & Trust
California
$531K +$115K +1,050 +25%
KPCM
436
Kings Point Capital Management
New York
$527K -$35.1K -321 -6%
TFO
437
Tarbox Family Office
California
$526K
WP
438
WealthShield Partners
North Carolina
$525K -$229K -2,097 -29%
HCC
439
Hirtle Callaghan & Co
Pennsylvania
$522K +$565K +5,166 New
PFBT
440
Parkside Financial Bank & Trust
Missouri
$514K +$97.8K +894 +21%
FNBOSM
441
First National Bank of South Miami
Florida
$514K +$512K +4,678 New
FCI
442
Financial Counselors Inc
Kansas
$511K +$67.8K +620 +14%
CCP
443
Corient Capital Partners
California
$507K
Nomura Asset Management
444
Nomura Asset Management
Japan
$504K
VFA
445
Valeo Financial Advisors
Indiana
$503K +$6.78K +62 +1%
LWANC
446
Laurel Wealth Advisors (North Carolina)
North Carolina
$497K +$537K +4,911 New
FHA
447
Flagship Harbor Advisors
Massachusetts
$493K -$347K -3,176 -39%
Cerity Partners
448
Cerity Partners
New York
$484K +$113K +1,029 +27%
SBH
449
Segall Bryant & Hamill
Illinois
$483K
BGIM
450
Brandywine Global Investment Management
Pennsylvania
$478K +$517K +4,725 New