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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTB
526
Country Trust Bank
Illinois
$205K
BCWM
527
Bartlett & Co Wealth Management
Ohio
$202K +$211K +1,850 New
BC
528
Bartlett & Co
Ohio
$202K -$20K -175 -9%
BBHC
529
Brown Brothers Harriman & Co
New York
$200K
GBBWRPM
530
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$191K +$199K +1,743 New
OC
531
Oakworth Capital
Alabama
$186K
KF
532
Krilogy Financial
Missouri
$184K +$100K +877 +109%
Bessemer Group
533
Bessemer Group
New Jersey
$175K
FCMT
534
Founders Capital Management (Texas)
Texas
$173K
DSC
535
Duncker Streett & Co
Missouri
$149K +$457 +4 +0.3%
PA
536
Parallel Advisors
California
$148K +$88.2K +772 +134%
PCA
537
Peddock Capital Advisors
Massachusetts
$145K -$69.3K -606 -31%
CCA
538
Clearwater Capital Advisors
Illinois
$139K +$145K +1,273 New
CFD
539
Creative Financial Designs
Indiana
$132K +$2.97K +26 +2%
YWP
540
YorkBridge Wealth Partners
New York
$124K +$114 +1 +0.1%
TF
541
Tompkins Financial
New York
$122K
OIA
542
Optimum Investment Advisors
Illinois
$122K +$127K +1,115 New
FIB
543
First Interstate Bank
Montana
$112K +$117K +1,020 New
VCM
544
Virtue Capital Management
Tennessee
$106K -$4.8K -42 -4%
S
545
SignatureFD
Georgia
$102K +$106K +930 New
RWP
546
RWA Wealth Partners
Massachusetts
$99K +$103K +901 New
WAP
547
Wealthcare Advisory Partners
Pennsylvania
$98K +$1.94K +17 +2%
AF
548
Arrow Financial
New York
$94K -$16K -140 -14%
BWA
549
Burt Wealth Advisors
Maryland
$94K
WAM
550
Wolverine Asset Management
Illinois
$93K -$180K -1,571 -65%