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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
551
NTV Asset Management
West Virginia
$490K +$121 +1 +0%
NEPWA
552
New England Private Wealth Advisors
Massachusetts
$489K +$968 +8 +0.2%
TFS
553
TrustCore Financial Services
Tennessee
$488K +$11.5K +95 +3%
SSW
554
Smith Shellnut Wilson
Mississippi
$487K +$408K +3,376 +789%
CWP
555
Corepath Wealth Partners
Arizona
$487K +$459K +3,795 New
SCA
556
Snowden Capital Advisors
New York
$486K -$121K -1,001 -21%
PMAM
557
Picton Mahoney Asset Management
Ontario, Canada
$486K – – –
JF
558
JSF Financial
California
$484K -$19.1K -158 -4%
Jane Street
559
Jane Street
New York
$482K -$39.4K -326 -8%
CTC
560
Central Trust Company
Missouri
$479K – – –
LFG
561
Larson Financial Group
Missouri
$470K -$25.4K -210 -5%
WIC
562
Whitegate Investment Counselors
New Hampshire
$462K +$2.78K +23 +0.6%
AWA
563
ARQ Wealth Advisors
Arizona
$461K – – –
SXL
564
Summit X LLC
Missouri
$460K +$436K +3,601 New
CWM
565
Cabot Wealth Management
Massachusetts
$455K +$67.2K +556 +19%
TFA
566
TPG Financial Advisors
Oregon
$453K – – –
AAP
567
Arax Advisory Partners
Colorado
$452K -$121 -1 -0%
HPWM
568
Highland Private Wealth Management
Washington
$449K – – –
KLI
569
Kelman-Lazarov Inc
Tennessee
$448K – – –
SFPM
570
Sensible Financial Planning & Management
Massachusetts
$448K – – –
RC
571
RegentAtlantic Capital
New Jersey
$446K +$8.1K +67 +2%
BA
572
Bellwether Advisors
Nebraska
$445K +$421K +3,480 New
FPW
573
Flagship Private Wealth
Massachusetts
$442K +$421K +3,483 New
PAS
574
Park Avenue Securities
New York
$439K +$94.1K +778 +29%
GAM
575
Gemmer Asset Management
California
$438K -$58.3K -482 -12%