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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
476
Global Trust Asset Management
Florida
$427K +$78K +710 +23%
TIM
477
Total Investment Management
Arizona
$425K +$52.7K +480 +14%
LSPW
478
Lake Street Private Wealth
Illinois
$424K +$413K +3,763 New
EWM
479
Endurance Wealth Management
Rhode Island
$423K +$412K +3,749 New
WP
480
WealthShield Partners
North Carolina
$419K -$163K -1,481 -29%
AB
481
Atlas Brown
Kentucky
$416K +$49.5K +451 +14%
SSW
482
Smith Shellnut Wilson
Mississippi
$416K +$405K +3,687 New
DBRC
483
D.B. Root & Company
Pennsylvania
$413K -$51.5K -469 -11%
WPC
484
White Pine Capital
Minnesota
$412K
CCT
485
Country Club Trust
Missouri
$410K +$51.7K +471 +15%
SWA
486
SFMG Wealth Advisors
Texas
$407K -$15.5K -141 -4%
RSWM
487
Robertson Stephens Wealth Management
California
$407K
CAL
488
Capital Advisors Ltd
Ohio
$406K +$10.2K +93 +3%
BSB
489
Bangor Savings Bank
Maine
$401K
FHA
490
First Horizon Advisors
Tennessee
$399K +$188K +1,712 +93%
GFP
491
Gryphon Financial Partners
Ohio
$396K -$66.4K -605 -15%
SFPM
492
Sensible Financial Planning & Management
Massachusetts
$395K
SXL
493
Summit X LLC
Missouri
$394K -$2.12M -19,335 -85%
CWS
494
Cypress Wealth Services
California
$392K +$44.3K +403 +13%
RC
495
RegentAtlantic Capital
New Jersey
$385K
WTB
496
Washington Trust Bank
Washington
$384K -$87.8K -800 -19%
UBS AM
497
UBS AM
Illinois
$383K -$312K -2,844 -46%
RMCM
498
Reynders McVeigh Capital Management
Massachusetts
$383K -$32.9K -300 -8%
BFPW
499
BOK Financial Private Wealth
Colorado
$383K -$3.18K -29 -0.8%
BA
500
Birinyi Associates
Connecticut
$378K