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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
576
Joel Isaacson & Co
New York
$270K +$530 +5 +0.2%
ST
577
Spinnaker Trust
Maine
$266K – – –
HA
578
Hamel Associates
New Jersey
$264K -$88.1K -830 -25%
W
579
Wealthquest
Ohio
$262K +$258K +2,430 New
CFA
580
Carroll Financial Associates
North Carolina
$258K -$96K -905 -27%
CWM
581
Chesapeake Wealth Management
Virginia
$258K +$3.18K +30 +1%
WSFS
582
Wilmington Savings Fund Society
Delaware
$257K – – –
HIIFS
583
Harel Insurance Investments & Financial Services
Israel
$256K – – –
DC
584
Davenport & Co
Virginia
$255K – – –
WCF
585
West Coast Financial
California
$255K – – –
HHRDM
586
H&H Retirement Design & Management
Nevada
$254K -$125K -1,177 -33%
HIA
587
Harbor Investment Advisory
Maryland
$254K -$103K -972 -29%
CAM
588
Close Asset Management
United Kingdom
$254K – – –
MAFM
589
Mid Atlantic Financial Management
Pennsylvania
$252K -$980K -9,238 -80%
FP
590
Financial Perspectives
Minnesota
$250K +$1.38K +13 +0.6%
RSWM
591
Robertson Stephens Wealth Management
California
$249K +$244K +2,302 New
SFWA
592
Summit Financial Wealth Advisors
Louisiana
$248K +$242K +2,284 New
WIA
593
World Investment Advisors
California
$243K -$1.34M -12,647 -86%
HCM
594
Hutchinson Capital Management
California
$243K – – –
FPGK
595
Financial Partners Group (Kansas)
Kansas
$242K -$30.2K -285 -11%
WJWM
596
Williams Jones Wealth Management
New York
$241K +$236K +2,227 New
Franklin Resources
597
Franklin Resources
California
$240K +$224K +2,112 New
LWM
598
Lenox Wealth Management
Ohio
$239K -$50.1K -472 -18%
TFCP
599
Twin Focus Capital Partners
Massachusetts
$237K -$183K -1,721 -44%
FDS
600
Freedom Day Solutions
Texas
$237K +$5.52K +52 +2%