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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
826
Darwin Wealth Management
Florida
$256K -$19.1K -135 -7%
PSIWM
827
Paradigm Strategies in Wealth Management
Minnesota
$255K – – –
OBWG
828
Onyx Bridge Wealth Group
New York
$255K +$13.6K +96 +5%
MSAM
829
Moloney Securities Asset Management
Missouri
$253K +$1.13K +8 +0.4%
BWM
830
Baystate Wealth Management
Massachusetts
$253K +$93.2K +658 +50%
EW
831
Element Wealth
Mississippi
$253K +$199K +1,407 +251%
CAG
832
Curtis Advisory Group
California
$252K – – –
DT
833
Diversified Trust
Tennessee
$251K -$12K -85 -4%
AWA
834
Acorn Wealth Advisors
Michigan
$251K +$28.3K +200 +11%
CCA
835
Cottonwood Capital Advisors
Utah
$249K -$17.7K -125 -6%
MW
836
Milestone Wealth
New York
$249K – – –
PWP
837
Perfromance Wealth Partners
Illinois
$249K – – –
LC
838
LCNB Corp
Ohio
$246K – – –
FCH
839
Freestone Capital Holdings
Washington
$246K +$271K +1,915 New
PIM
840
Progressive Investment Management
Oregon
$244K – – –
Marshall Wace
841
Marshall Wace
United Kingdom
$244K +$269K +1,900 New
ECG
842
Edge Capital Group
Georgia
$243K – – –
AA
843
Ancora Advisors
Ohio
$243K +$142 +1 +0.1%
MA
844
MONECO Advisors
Connecticut
$242K -$1.84K -13 -0.7%
CTB
845
Country Trust Bank
Illinois
$241K – – –
CL
846
CPWM LLC
Washington
$241K +$266K +1,876 New
GIA
847
Guyasuta Investment Advisors
Pennsylvania
$237K – – –
WA1
848
Wimmer Associates 1
California
$236K – – –
ONST
849
Old North State Trust
North Carolina
$236K +$260K +1,835 +91,750%
WJWM
850
Williams Jones Wealth Management
New York
$235K -$27.3K -193 -10%