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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
626
Baker Tilly Wealth Management
Wisconsin
$479K +$22.4K +152 +5%
WH
627
Whitcomb & Hess
Ohio
$476K +$475K +3,225 New
WAM
628
WNY Asset Management
New York
$475K +$474K +3,221 New
CTC
629
Central Trust Company
Missouri
$469K – – –
AIS
630
American Investment Services
Massachusetts
$468K -$589 -4 -0.1%
MSAM
631
Moloney Securities Asset Management
Missouri
$467K +$736 +5 +0.2%
COF
632
Capital One Financial
Virginia
$465K -$165K -1,123 -26%
JGIA
633
Jackson Grant Investment Advisers
Connecticut
$462K +$1.62K +11 +0.4%
SWM
634
SeaCrest Wealth Management
New York
$461K +$30.6K +208 +7%
EC
635
Estate Counselors
Wisconsin
$457K – – –
PFBT
636
Parkside Financial Bank & Trust
Missouri
$456K -$2.95K -20 -0.6%
JIC
637
Joel Isaacson & Co
New York
$455K +$1.18K +8 +0.3%
Wealth Enhancement Advisory Services
638
Wealth Enhancement Advisory Services
Minnesota
$455K +$168K +1,142 +59%
GGS
639
Galvin Gaustad & Stein
Arizona
$454K -$29.6K -201 -6%
SYBT
640
Stock Yards Bank & Trust
Kentucky
$453K – – –
KCA
641
Karn Couzens & Associates
Connecticut
$453K +$147 +1 +0%
SXL
642
Summit X LLC
Missouri
$452K +$58.5K +397 +15%
TI
643
Truepoint Inc
Ohio
$450K – – –
HIIFS
644
Harel Insurance Investments & Financial Services
Israel
$449K – – –
TP
645
Tranquility Partners
Tennessee
$449K +$28.6K +194 +7%
WLIM
646
White Lighthouse Investment Management
Massachusetts
$448K -$95.3K -647 -18%
TI
647
Trexquant Investment
Connecticut
$446K +$445K +3,018 New
UIA
648
UBP Investment Advisors
Switzerland
$440K – – –
PCMC
649
Private Capital Management (Colorado)
Colorado
$437K +$295 +2 +0.1%
WTB
650
Washington Trust Bank
Washington
$435K – – –