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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
676
Baker Tilly Wealth Management
Wisconsin
$480K
FPW
677
Flagship Private Wealth
Massachusetts
$479K
WAOTB
678
Wealth Advisors of Tampa Bay
Florida
$477K -$5.02K -34 -1%
CPA
679
Cardiff Park Advisors
California
$475K
FNBTCON
680
First National Bank & Trust Co of Newtown
Pennsylvania
$474K
DAS
681
Dynamic Advisor Solutions
Arizona
$473K -$161K -1,091 -24%
SIG
682
Stonegate Investment Group
Alabama
$473K +$508K +3,444 New
NDSI
683
Newman Dignan & Sheerar Inc
Rhode Island
$472K -$7.53K -51 -1%
KLI
684
Kelman-Lazarov Inc
Tennessee
$468K -$14K -95 -3%
DFC
685
DBK Financial Counsel
Ohio
$467K
PCMC
686
Private Capital Management (Colorado)
Colorado
$467K
TFA
687
TPG Financial Advisors
Oregon
$467K
National Bank of Canada
688
National Bank of Canada
Quebec, Canada
$464K -$15.8K -107 -3%
CCMD
689
Cypress Capital Management (Delaware)
Delaware
$464K
Bessemer Group
690
Bessemer Group
New Jersey
$463K -$298K -2,021 -38%
WSFS
691
Wilmington Savings Fund Society
Delaware
$461K -$61.7K -418 -11%
CTC
692
Central Trust Company
Missouri
$456K
CANY
693
Caxton Associates (New York)
New York
$456K +$489K +3,315 New
AWC
694
Abundance Wealth Counselors
Pennsylvania
$455K
PFG
695
Pinnacle Financial Group
Illinois
$455K
LSA
696
L & S Advisors
California
$453K
BA
697
Bellwether Advisors
Nebraska
$452K +$3.1K +21 +0.6%
CWMGP
698
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$451K
RHBC
699
R.H. Bluestein & Co
Michigan
$448K
RRWA
700
Rainey & Randall Wealth Advisors
Florida
$448K +$1.92K +13 +0.4%