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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
476
Washington Trust Bank
Washington
$425K
AF
477
Arrow Financial
New York
$422K +$38.3K +350 +9%
CPO
478
Cerity Partners OCIO
New York
$420K
DBRC
479
D.B. Root & Company
Pennsylvania
$418K -$832K -7,601 -65%
IFA
480
Interactive Financial Advisors
Illinois
$418K -$16.5K -151 -4%
FC
481
Ferris Capital
Massachusetts
$418K
GFP
482
Gryphon Financial Partners
Ohio
$417K
CA
483
Commerzbank Aktiengesellschaft
Germany
$411K
MWPCG
484
Measured Wealth Private Client Group
New Hampshire
$409K -$16.5K -151 -4%
FA
485
Fiducient Advisors
Illinois
$409K +$5.91K +54 +1%
CCM
486
Condor Capital Management
New Jersey
$402K +$9.19K +84 +2%
ZF
487
Zhang Financial
Michigan
$398K
CCM
488
Coldstream Capital Management
Washington
$397K
DWM
489
Dakota Wealth Management
Florida
$390K +$76.6K +700 +25%
PAS
490
Partnervest Advisory Services
California
$384K +$415K +3,797 New
SWA
491
SFMG Wealth Advisors
Texas
$379K
CSPIA
492
Cary Street Partners Investment Advisory
Virginia
$376K +$407K +3,723 New
RIA
493
Regal Investment Advisors
Michigan
$374K -$137K -1,249 -25%
RMCM
494
Reynders McVeigh Capital Management
Massachusetts
$374K
AFNAS
495
American Financial Network Advisory Services
California
$372K -$41.8K -382 -9%
Truist Financial
496
Truist Financial
North Carolina
$371K -$216K -1,974 -35%
WPC
497
White Pine Capital
Minnesota
$370K
EWA
498
Exencial Wealth Advisors
Oklahoma
$370K +$400K +3,656 New
PA
499
Parkside Advisors
California
$367K +$55K +503 +16%
TIM
500
Total Investment Management
Arizona
$366K +$120K +1,099 +50%