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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
701
Private Trust Company
Ohio
$444K +$477K +3,231 New
BSWA
702
Bromfield Sneider Wealth Advisors
Massachusetts
$443K
CIAS
703
Capital Investment Advisory Services
North Carolina
$441K +$62.9K +426 +15%
BCV
704
Banque Cantonale Vaudoise
Switzerland
$440K -$443K -3,000 -48%
WAM
705
WNY Asset Management
New York
$439K
JGIA
706
Jackson Grant Investment Advisers
Connecticut
$439K +$1.92K +13 +0.4%
WEG
707
World Equity Group
Illinois
$439K +$98.7K +669 +27%
TW
708
Towerpoint Wealth
California
$438K -$2.51K -17 -0.5%
H
709
HoyleCohen
California
$437K +$469K +3,180 New
EWM
710
Executive Wealth Management
Michigan
$437K +$470K +3,185 New
SWM
711
SeaCrest Wealth Management
New York
$435K +$1.03K +7 +0.2%
JWM
712
JFG Wealth Management
Colorado
$434K -$738 -5 -0.2%
AB
713
Atlas Brown
Kentucky
$433K
CWM
714
Cabot Wealth Management
Massachusetts
$432K +$14.3K +97 +3%
BCP
715
Blue Chip Partners
Michigan
$431K +$295 +2 +0.1%
JIC
716
Joel Isaacson & Co
New York
$426K +$590 +4 +0.1%
HFS
717
Heritage Financial Services
Massachusetts
$426K +$886 +6 +0.2%
CA
718
Claro Advisors
Massachusetts
$425K -$42.8K -290 -9%
Boston Partners
719
Boston Partners
Massachusetts
$422K +$453K +3,070 New
PCM
720
Parsons Capital Management
Rhode Island
$421K +$14.8K +100 +3%
TI
721
Truepoint Inc
Ohio
$419K
CIC
722
Carnegie Investment Counsel
Ohio
$419K +$31.3K +212 +7%
RDFA
723
Ritter Daniher Financial Advisory
Ohio
$419K +$229K +1,551 +104%
WQ
724
Wealth Quarterback
New Jersey
$419K +$450K +3,050 New
IFG
725
Independent Financial Group
California
$413K -$379K -2,570 -46%