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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
526
Peterson Wealth Advisors
Utah
$334K +$1.99K +17 +0.6%
S
527
SignatureFD
Georgia
$328K +$44K +375 +16%
CP
528
Covenant Partners
Tennessee
$326K
GCA
529
Gradient Capital Advisors
California
$323K
WCM
530
WealthBridge Capital Management
Ohio
$322K
BFA
531
Beaumont Financial Advisors
Massachusetts
$319K
CFA
532
Carroll Financial Associates
North Carolina
$319K +$1.06K +9 +0.3%
QCG
533
Quadrant Capital Group
Ohio
$318K
SDAM
534
Shulman DeMeo Asset Management
New York
$318K
LWM
535
Lenox Wealth Management
Ohio
$317K
SYBT
536
Stock Yards Bank & Trust
Kentucky
$316K
AF
537
Arrow Financial
New York
$315K
MFG
538
Magnus Financial Group
New York
$315K
MC
539
Mathes Company
New York
$310K
CA
540
Claro Advisors
Massachusetts
$305K -$1.41K -12 -0.5%
Jane Street
541
Jane Street
New York
$304K -$1.14M -9,731 -79%
CTC
542
Central Trust Company
Missouri
$298K
ST
543
Spinnaker Trust
Maine
$293K +$289K +2,466 New
WA
544
WBH Advisory
Maryland
$292K
VWM
545
Valley Wealth Managers
New Jersey
$291K -$1.76K -15 -0.6%
RMCM
546
Reynders McVeigh Capital Management
Massachusetts
$290K -$113K -961 -28%
RIA
547
Realta Investment Advisors
Delaware
$290K -$26.6K -227 -9%
DC
548
Davenport & Co
Virginia
$289K -$169K -1,443 -37%
DY
549
Dowling & Yahnke
California
$288K +$9.03K +77 +3%
RSWM
550
Robertson Stephens Wealth Management
California
$287K