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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
526
Good Life Advisors
Pennsylvania
$213K +$204K +1,837 New
WCM
527
Wealthcare Capital Management
Virginia
$212K
UWPG
528
Ullmann Wealth Partners Group
Florida
$210K +$204K +1,841 New
BBHC
529
Brown Brothers Harriman & Co
New York
$209K
FNT
530
First National Trust
Pennsylvania
$207K +$200K +1,809 New
CBN
531
Cadence Bank NA
Texas
$201K -$46.9K -423 -19%
OC
532
Oakworth Capital
Alabama
$191K -$11.7K -106 -6%
AWA
533
Acorn Wealth Advisors
Michigan
$191K +$182K +1,644 New
Bessemer Group
534
Bessemer Group
New Jersey
$183K +$177K +1,600 New
FCMT
535
Founders Capital Management (Texas)
Texas
$180K
TFS
536
TrustCore Financial Services
Tennessee
$168K +$163K +1,473 New
PWPS
537
Pinnacle Wealth Planning Services
Ohio
$161K +$156K +1,409 New
DSC
538
Duncker Streett & Co
Missouri
$156K +$776 +7 +0.5%
MOS
539
MGO One Seven
Ohio
$142K +$137K +1,240 New
RFM
540
Royal Fund Management
Florida
$140K +$136K +1,230 New
CFD
541
Creative Financial Designs
Indiana
$135K -$27.8K -251 -17%
TF
542
Tompkins Financial
New York
$127K
STA
543
Summit Trail Advisors
New York
$127K +$123K +1,110 New
YWP
544
YorkBridge Wealth Partners
New York
$125K +$1.66K +15 +1%
EA
545
Edge Advisors
Georgia
$119K +$116K +1,050 New
AF
546
Arrow Financial
New York
$114K -$85.9K -775 -44%
VCM
547
Virtue Capital Management
Tennessee
$114K +$111K +999 New
WAP
548
Wealthcare Advisory Partners
Pennsylvania
$100K +$48.2K +435 +98%
BWA
549
Burt Wealth Advisors
Maryland
$98K
AF
550
Advisornet Financial
Minnesota
$97K +$94.3K +851 New