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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
501
Wolverine Trading
Illinois
$387K +$110K +940 +40%
CWM
502
Cornerstone Wealth Management
Missouri
$385K -$296K -2,519 -44%
AP
503
Appleton Partners
Massachusetts
$380K -$29.2K -249 -7%
TW
504
Towerpoint Wealth
California
$378K
CPSAC
505
Chas P. Smith & Associates (CPS)
Florida
$377K
TFS
506
TrustCore Financial Services
Tennessee
$373K -$37.3K -318 -9%
Renaissance Technologies
507
Renaissance Technologies
New York
$369K +$23.5K +200 +7%
TI
508
Truepoint Inc
Ohio
$367K +$3.87K +33 +1%
CCT
509
Country Club Trust
Missouri
$366K -$44.7K -381 -11%
CMO
510
Covenant Multifamily Offices
Texas
$366K +$361K +3,076 New
UBS AM
511
UBS AM
Illinois
$365K -$21.8K -186 -6%
BFPW
512
BOK Financial Private Wealth
Colorado
$365K -$38.7K -330 -10%
SMFS
513
Squar Milner Financial Services
California
$363K +$25K +213 +7%
JGIA
514
Jackson Grant Investment Advisers
Connecticut
$358K +$2.11K +18 +0.6%
UIA
515
UBP Investment Advisors
Switzerland
$357K -$82.1K -700 -19%
TTWM
516
TCV Trust & Wealth Management
Virginia
$354K -$5.87K -50 -2%
MWPCG
517
Measured Wealth Private Client Group
New Hampshire
$353K -$125K -1,069 -26%
PCMC
518
Private Capital Management (Colorado)
Colorado
$349K
HPWM
519
Highland Private Wealth Management
Washington
$342K
BA
520
Birinyi Associates
Connecticut
$340K -$58.7K -500 -15%
PA
521
Parkside Advisors
California
$338K
CL
522
Cabana LLC
Arkansas
$338K +$332K +2,833 New
WF
523
Welch & Forbes
Massachusetts
$335K
RHBC
524
R.H. Bluestein & Co
Michigan
$335K +$330K +2,810 New
SWM
525
Stockman Wealth Management
Montana
$334K