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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PL
801
Parthenon LLC
Kentucky
$210K
MOS
802
MGO One Seven
Ohio
$209K +$208K +1,413 New
MA
803
MONECO Advisors
Connecticut
$208K -$22.5K -153 -10%
CBFP
804
Cedar Brook Financial Partners
Ohio
$208K +$207K +1,408 New
WCM
805
Wealthcare Capital Management
Virginia
$206K -$49.6K -337 -19%
RCA
806
Rex Capital Advisors
Rhode Island
$206K +$205K +1,392 New
VCP
807
Vista Capital Partners
Oregon
$204K +$204K +1,384 New
SIS
808
SVB Investment Services
Utah
$203K +$202K +1,373 New
FCH
809
Freestone Capital Holdings
Washington
$201K -$73.8K -501 -27%
LWM
810
Liberty Wealth Management
California
$201K +$1.33K +9 +0.7%
JEST
811
JTC Employer Solutions Trustee
Jersey
$200K +$199K +1,353 New
WBC
812
West Branch Capital
Massachusetts
$200K +$200K +1,355 New
HFA
813
Hoover Financial Advisors
Pennsylvania
$198K +$736 +5 +0.4%
CFD
814
Creative Financial Designs
Indiana
$196K -$12.7K -86 -6%
CP
815
Covenant Partners
Tennessee
$194K
FPS
816
Fieldpoint Private Securities
Connecticut
$194K
SWM
817
Sugarloaf Wealth Management
Georgia
$191K +$40.1K +272 +27%
PMFA
818
Plante Moran Financial Advisors
Michigan
$189K
EI
819
Ellevest Inc
New York
$189K +$189K +1,280 New
MCM
820
Manchester Capital Management
Vermont
$187K
FFA
821
Founders Financial Alliance
North Carolina
$178K -$316K -2,147 -64%
Lazard Asset Management
822
Lazard Asset Management
New York
$169K
MIFH
823
Migdal Insurance & Financial Holdings
Israel
$168K +$168K +1,140 New
TCOV
824
Trust Company of Vermont
Vermont
$163K
KFI
825
Key Financial Inc
Pennsylvania
$159K