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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
501
Parkside Financial Bank & Trust
Missouri
$579K -$7.47K -60 -1%
CA
502
Crewe Advisors
Utah
$576K -$239K -1,924 -30%
NAM
503
NTV Asset Management
West Virginia
$572K +$62.2K +500 +13%
SCI
504
S&CO Inc
Massachusetts
$566K
TWM
505
Torch Wealth Management
Ohio
$566K
FNBOSM
506
First National Bank of South Miami
Florida
$561K -$10.5K -84 -2%
SBWM
507
Sunflower Bank Wealth Management
Arizona
$558K
ACM
508
Armbruster Capital Management
New York
$556K
RIS
509
Retirement Income Solutions
Michigan
$556K +$87.1K +700 +20%
NDSI
510
Newman Dignan & Sheerar Inc
Rhode Island
$553K -$747 -6 -0.1%
ACI
511
Alpha Cubed Investments
California
$548K -$37.7K -303 -7%
MWM
512
Mission Wealth Management
California
$546K
PAS
513
Partnervest Advisory Services
California
$546K +$522K +4,197 New
CFD
514
Creative Financial Designs
Indiana
$543K -$6.35K -51 -1%
CCM
515
Condor Capital Management
New Jersey
$543K -$4.98K -40 -0.9%
Koshinski Asset Management
516
Koshinski Asset Management
Illinois
$542K -$29K -233 -5%
CS
517
Capital Square
Tennessee
$540K +$517K +4,154 New
OWD
518
Osborn Williams & Donohoe
Ohio
$538K -$24.9K -200 -5%
SFPM
519
Sensible Financial Planning & Management
Massachusetts
$538K -$995 -8 -0.2%
FC
520
Ferris Capital
Massachusetts
$538K
CP
521
Covenant Partners
Tennessee
$536K +$172K +1,382 +50%
MBT
522
Montecito Bank & Trust
California
$535K -$10.3K -83 -2%
EAM
523
Evanson Asset Management
California
$530K -$9.33K -75 -2%
CA
524
Commerzbank Aktiengesellschaft
Germany
$528K
CPO
525
Cerity Partners OCIO
New York
$527K -$12.6K -101 -2%