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iShares S&P 500 Value ETF

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