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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VDI
726
Vaughan David Investments
Illinois
$271K +$8.35K +62 +3%
WJWM
727
Williams Jones Wealth Management
New York
$269K +$30.7K +228 +14%
W
728
Wealthquest
Ohio
$268K -$15.5K -115 -6%
CAG
729
Crestwood Advisors Group
Massachusetts
$268K +$255K +1,895 New
CTB
730
Country Trust Bank
Illinois
$265K
SWP
731
ShoreHaven Wealth Partners
New Jersey
$264K -$116K -863 -32%
FCH
732
Freestone Capital Holdings
Washington
$263K +$106K +785 +73%
IC
733
Intersect Capital
California
$263K +$251K +1,862 New
Bessemer Group
734
Bessemer Group
New Jersey
$261K +$249K +1,848 New
GIA
735
Guyasuta Investment Advisors
Pennsylvania
$260K
CCM
736
Covington Capital Management
California
$259K
ONST
737
Old North State Trust
North Carolina
$259K
TNB
738
TCF National Bank
South Dakota
$258K
FNBOSM
739
First National Bank of South Miami
Florida
$255K -$11.6K -86 -5%
RMCM
740
Reynders McVeigh Capital Management
Massachusetts
$254K
OC
741
Oarsman Capital
Wisconsin
$250K
WCM
742
Wealthcare Capital Management
Virginia
$245K
SBSB
743
Sullivan, Bruyette, Speros & Blaney
Virginia
$245K +$11.6K +86 +5%
FSWA
744
Financial Synergies Wealth Advisors
Texas
$243K
Fisher Asset Management
745
Fisher Asset Management
Washington
$243K -$39.2K -291 -14%
LC
746
LCNB Corp
Ohio
$243K
LP
747
LGL Partners
Pennsylvania
$242K +$1.08K +8 +0.5%
MCM
748
Murphy Capital Management
New Jersey
$240K
ADL
749
Asset Dedication LLC
California
$239K -$22.2K -165 -9%
W
750
WealthStone
Ohio
$239K +$9.69K +72 +4%