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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
551
New England Private Wealth Advisors
Massachusetts
$489K +$968 +8 +0.2%
TFS
552
TrustCore Financial Services
Tennessee
$488K +$11.5K +95 +3%
SSW
553
Smith Shellnut Wilson
Mississippi
$487K +$408K +3,376 +789%
CWP
554
Corepath Wealth Partners
Arizona
$487K +$459K +3,795 New
SCA
555
Snowden Capital Advisors
New York
$486K -$121K -1,001 -21%
PMAM
556
Picton Mahoney Asset Management
Ontario, Canada
$486K
JF
557
JSF Financial
California
$484K -$19.1K -158 -4%
Jane Street
558
Jane Street
New York
$482K -$39.4K -326 -8%
CTC
559
Central Trust Company
Missouri
$479K
LFG
560
Larson Financial Group
Missouri
$470K -$25.4K -210 -5%
WIC
561
Whitegate Investment Counselors
New Hampshire
$462K +$2.78K +23 +0.6%
AWA
562
ARQ Wealth Advisors
Arizona
$461K
SXL
563
Summit X LLC
Missouri
$460K +$436K +3,601 New
CWM
564
Cabot Wealth Management
Massachusetts
$455K +$67.2K +556 +19%
TFA
565
TPG Financial Advisors
Oregon
$453K
AAP
566
Arax Advisory Partners
Colorado
$452K -$121 -1 -0%
HPWM
567
Highland Private Wealth Management
Washington
$449K
KLI
568
Kelman-Lazarov Inc
Tennessee
$448K
SFPM
569
Sensible Financial Planning & Management
Massachusetts
$448K
RC
570
RegentAtlantic Capital
New Jersey
$446K +$8.1K +67 +2%
BA
571
Bellwether Advisors
Nebraska
$445K +$421K +3,480 New
FPW
572
Flagship Private Wealth
Massachusetts
$442K +$421K +3,483 New
PAS
573
Park Avenue Securities
New York
$439K +$94.1K +778 +29%
GAM
574
Gemmer Asset Management
California
$438K -$58.3K -482 -12%
GFP
575
Gryphon Financial Partners
Ohio
$433K