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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
676
Almanack Investment Partners
Pennsylvania
$486K -$65.7K -445 -11%
OPS
677
Orion Portfolio Solutions
Nebraska
$481K +$41.6K +282 +9%
BTWM
678
Baker Tilly Wealth Management
Wisconsin
$480K – – –
FPW
679
Flagship Private Wealth
Massachusetts
$479K – – –
WAOTB
680
Wealth Advisors of Tampa Bay
Florida
$477K -$5.02K -34 -1%
CPA
681
Cardiff Park Advisors
California
$475K – – –
FNBTCON
682
First National Bank & Trust Co of Newtown
Pennsylvania
$474K – – –
DAS
683
Dynamic Advisor Solutions
Arizona
$473K -$161K -1,091 -24%
SIG
684
Stonegate Investment Group
Alabama
$473K +$508K +3,444 New
NDSI
685
Newman Dignan & Sheerar Inc
Rhode Island
$472K -$7.53K -51 -1%
KLI
686
Kelman-Lazarov Inc
Tennessee
$468K -$14K -95 -3%
DFC
687
DBK Financial Counsel
Ohio
$467K – – –
PCMC
688
Private Capital Management (Colorado)
Colorado
$467K – – –
TFA
689
TPG Financial Advisors
Oregon
$467K – – –
National Bank of Canada
690
National Bank of Canada
Quebec, Canada
$464K -$15.8K -107 -3%
CCMD
691
Cypress Capital Management (Delaware)
Delaware
$464K – – –
Bessemer Group
692
Bessemer Group
New Jersey
$463K -$298K -2,021 -38%
WSFS
693
Wilmington Savings Fund Society
Delaware
$461K -$61.7K -418 -11%
CTC
694
Central Trust Company
Missouri
$456K – – –
CANY
695
Caxton Associates (New York)
New York
$456K +$489K +3,315 New
AWC
696
Abundance Wealth Counselors
Pennsylvania
$455K – – –
PFG
697
Pinnacle Financial Group
Illinois
$455K – – –
LSA
698
L & S Advisors
California
$453K – – –
BA
699
Bellwether Advisors
Nebraska
$452K +$3.1K +21 +0.6%
CWMGP
700
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$451K – – –