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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
651
Pinnacle Advisory Group
Maryland
$257K +$19.5K +157 +9%
Franklin Resources
652
Franklin Resources
California
$256K -$1.3M -10,427 -84%
CAG
653
Curtis Advisory Group
California
$255K +$244K +1,964 New
MWPCG
654
Measured Wealth Private Client Group
New Hampshire
$253K -$128K -1,025 -35%
PFS
655
Prospera Financial Services
Texas
$253K +$6.35K +51 +3%
BFA
656
Beacon Financial Advisory
Ohio
$253K +$242K +1,947 New
OC
657
Oarsman Capital
Wisconsin
$252K +$6.22K +50 +3%
KA
658
Klingman & Associates
New York
$251K
SC
659
Steph & Co
Wisconsin
$248K +$237K +1,903 New
MCM
660
Manchester Capital Management
Vermont
$246K
CTB
661
Country Trust Bank
Illinois
$244K
WSTAM
662
Wilbanks Smith & Thomas Asset Management
Virginia
$242K -$498 -4 -0.2%
RCA
663
Rex Capital Advisors
Rhode Island
$240K -$49K -394 -18%
GIA
664
Guyasuta Investment Advisors
Pennsylvania
$240K
SMG
665
Spectrum Management Group
Indiana
$240K +$230K +1,847 New
HCIA
666
Hochman Cole Investment Advisors
Illinois
$239K
ONST
667
Old North State Trust
North Carolina
$239K
SB
668
Simmons Bank
Arkansas
$238K
Prudential Financial
669
Prudential Financial
New Jersey
$235K -$514K -4,129 -70%
MWM
670
Modera Wealth Management
New Jersey
$235K
FNT
671
First National Trust
Pennsylvania
$234K
TL
672
TrueWealth LLC
Georgia
$234K
PFM
673
Parsec Financial Management
North Carolina
$234K +$224K +1,798 New
ADL
674
Asset Dedication LLC
California
$230K
CWM
675
CCG Wealth Management
California
$230K