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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
476
Montecito Bank & Trust
California
$463K
Jane Street
477
Jane Street
New York
$460K -$942K -8,310 -67%
TTWM
478
TCV Trust & Wealth Management
Virginia
$459K -$147K -1,300 -24%
CPO
479
Cerity Partners OCIO
New York
$455K -$1.47K -13 -0.3%
SIC
480
Sigma Investment Counselors
Michigan
$450K -$107K -946 -19%
HIS
481
Harvest Investment Services
Illinois
$447K -$47.4K -418 -9%
DWM
482
Darwin Wealth Management
Florida
$442K -$925K -8,160 -67%
JF
483
JSF Financial
California
$442K -$77.2K -681 -15%
LSPW
484
Lake Street Private Wealth
Illinois
$439K -$33.2K -293 -7%
PWA
485
Physician Wealth Advisors
Utah
$439K +$11.2K +99 +3%
GAM
486
Gemmer Asset Management
California
$439K +$143K +1,261 +48%
LFG
487
Larson Financial Group
Missouri
$437K -$72.2K -637 -14%
NDSI
488
Newman Dignan & Sheerar Inc
Rhode Island
$437K
MPCG
489
Matrix Private Capital Group
New York
$431K
NAM
490
NTV Asset Management
West Virginia
$430K -$45.3K -400 -9%
NEPWA
491
New England Private Wealth Advisors
Massachusetts
$429K -$279K -2,462 -39%
PMAM
492
Picton Mahoney Asset Management
Ontario, Canada
$429K
CTC
493
Central Trust Company
Missouri
$421K
TFS
494
TrustCore Financial Services
Tennessee
$418K
WEC
495
Winslow Evans & Crocker
Massachusetts
$416K
AWA
496
ARQ Wealth Advisors
Arizona
$405K
AC
497
Alexandria Capital
Virginia
$404K -$4.53K -40 -1%
WIC
498
Whitegate Investment Counselors
New Hampshire
$403K -$149K -1,313 -27%
TFA
499
TPG Financial Advisors
Oregon
$398K
AAP
500
Arax Advisory Partners
Colorado
$397K -$24.9M -219,933 -98%