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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
801
Summit Financial
New Jersey
$212K +$442 +3 +0.2%
PL
802
Parthenon LLC
Kentucky
$210K – – –
MOS
803
MGO One Seven
Ohio
$209K +$208K +1,413 New
MA
804
MONECO Advisors
Connecticut
$208K -$22.5K -153 -10%
CBFP
805
Cedar Brook Financial Partners
Ohio
$208K +$207K +1,408 New
WCM
806
Wealthcare Capital Management
Virginia
$206K -$49.6K -337 -19%
RCA
807
Rex Capital Advisors
Rhode Island
$206K +$205K +1,392 New
VCP
808
Vista Capital Partners
Oregon
$204K +$204K +1,384 New
SIS
809
SVB Investment Services
Utah
$203K +$202K +1,373 New
FCH
810
Freestone Capital Holdings
Washington
$201K -$73.8K -501 -27%
LWM
811
Liberty Wealth Management
California
$201K +$1.33K +9 +0.7%
JEST
812
JTC Employer Solutions Trustee
Jersey
$200K +$199K +1,353 New
WBC
813
West Branch Capital
Massachusetts
$200K +$200K +1,355 New
HFA
814
Hoover Financial Advisors
Pennsylvania
$198K +$736 +5 +0.4%
CFD
815
Creative Financial Designs
Indiana
$196K -$12.7K -86 -6%
CP
816
Covenant Partners
Tennessee
$194K – – –
FPS
817
Fieldpoint Private Securities
Connecticut
$194K – – –
SWM
818
Sugarloaf Wealth Management
Georgia
$191K +$40.1K +272 +27%
PMFA
819
Plante Moran Financial Advisors
Michigan
$189K – – –
EI
820
Ellevest Inc
New York
$189K +$189K +1,280 New
MCM
821
Manchester Capital Management
Vermont
$187K – – –
FFA
822
Founders Financial Alliance
North Carolina
$178K -$316K -2,147 -64%
Lazard Asset Management
823
Lazard Asset Management
New York
$169K – – –
MIFH
824
Migdal Insurance & Financial Holdings
Israel
$168K +$168K +1,140 New
TCOV
825
Trust Company of Vermont
Vermont
$163K – – –