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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
576
Spinnaker Trust
Maine
$266K
HA
577
Hamel Associates
New Jersey
$264K -$88.1K -830 -25%
W
578
Wealthquest
Ohio
$262K +$258K +2,430 New
CFA
579
Carroll Financial Associates
North Carolina
$258K -$96K -905 -27%
CWM
580
Chesapeake Wealth Management
Virginia
$258K +$3.18K +30 +1%
WSFS
581
Wilmington Savings Fund Society
Delaware
$257K
HIIFS
582
Harel Insurance Investments & Financial Services
Israel
$256K
DC
583
Davenport & Co
Virginia
$255K
WCF
584
West Coast Financial
California
$255K
HHRDM
585
H&H Retirement Design & Management
Nevada
$254K -$125K -1,177 -33%
HIA
586
Harbor Investment Advisory
Maryland
$254K -$103K -972 -29%
CAM
587
Close Asset Management
United Kingdom
$254K
MAFM
588
Mid Atlantic Financial Management
Pennsylvania
$252K -$980K -9,238 -80%
FP
589
Financial Perspectives
Minnesota
$250K +$1.38K +13 +0.6%
RSWM
590
Robertson Stephens Wealth Management
California
$249K +$244K +2,302 New
SFWA
591
Summit Financial Wealth Advisors
Louisiana
$248K +$242K +2,284 New
WIA
592
World Investment Advisors
California
$243K -$1.34M -12,647 -86%
HCM
593
Hutchinson Capital Management
California
$243K
FPGK
594
Financial Partners Group (Kansas)
Kansas
$242K -$30.2K -285 -11%
WJWM
595
Williams Jones Wealth Management
New York
$241K +$236K +2,227 New
Franklin Resources
596
Franklin Resources
California
$240K +$224K +2,112 New
LWM
597
Lenox Wealth Management
Ohio
$239K -$50.1K -472 -18%
TFCP
598
Twin Focus Capital Partners
Massachusetts
$237K -$183K -1,721 -44%
FDS
599
Freedom Day Solutions
Texas
$237K +$5.52K +52 +2%
CCM
600
Colorado Capital Management
Colorado
$235K -$6.05K -57 -3%