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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CS
476
Capital Square
Tennessee
$467K – – –
MBT
477
Montecito Bank & Trust
California
$463K – – –
Jane Street
478
Jane Street
New York
$460K -$942K -8,310 -67%
TTWM
479
TCV Trust & Wealth Management
Virginia
$459K -$147K -1,300 -24%
CPO
480
Cerity Partners OCIO
New York
$455K -$1.47K -13 -0.3%
SIC
481
Sigma Investment Counselors
Michigan
$450K -$107K -946 -19%
HIS
482
Harvest Investment Services
Illinois
$447K -$47.4K -418 -9%
DWM
483
Darwin Wealth Management
Florida
$442K -$925K -8,160 -67%
JF
484
JSF Financial
California
$442K -$77.2K -681 -15%
LSPW
485
Lake Street Private Wealth
Illinois
$439K -$33.2K -293 -7%
PWA
486
Physician Wealth Advisors
Utah
$439K +$11.2K +99 +3%
GAM
487
Gemmer Asset Management
California
$439K +$143K +1,261 +48%
LFG
488
Larson Financial Group
Missouri
$437K -$72.2K -637 -14%
NDSI
489
Newman Dignan & Sheerar Inc
Rhode Island
$437K – – –
MPCG
490
Matrix Private Capital Group
New York
$431K – – –
NAM
491
NTV Asset Management
West Virginia
$430K -$45.3K -400 -9%
NEPWA
492
New England Private Wealth Advisors
Massachusetts
$429K -$279K -2,462 -39%
PMAM
493
Picton Mahoney Asset Management
Ontario, Canada
$429K – – –
CTC
494
Central Trust Company
Missouri
$421K – – –
TFS
495
TrustCore Financial Services
Tennessee
$418K – – –
WEC
496
Winslow Evans & Crocker
Massachusetts
$416K – – –
AWA
497
ARQ Wealth Advisors
Arizona
$405K – – –
AC
498
Alexandria Capital
Virginia
$404K -$4.53K -40 -1%
WIC
499
Whitegate Investment Counselors
New Hampshire
$403K -$149K -1,313 -27%
TFA
500
TPG Financial Advisors
Oregon
$398K – – –