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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
826
Onyx Bridge Wealth Group
New York
$255K +$13.6K +96 +5%
MSAM
827
Moloney Securities Asset Management
Missouri
$253K +$1.13K +8 +0.4%
BWM
828
Baystate Wealth Management
Massachusetts
$253K +$93.2K +658 +50%
EW
829
Element Wealth
Mississippi
$253K +$199K +1,407 +251%
CAG
830
Curtis Advisory Group
California
$252K
DT
831
Diversified Trust
Tennessee
$251K -$12K -85 -4%
AWA
832
Acorn Wealth Advisors
Michigan
$251K +$28.3K +200 +11%
CCA
833
Cottonwood Capital Advisors
Utah
$249K -$17.7K -125 -6%
MW
834
Milestone Wealth
New York
$249K
PWP
835
Perfromance Wealth Partners
Illinois
$249K
LC
836
LCNB Corp
Ohio
$246K
FCH
837
Freestone Capital Holdings
Washington
$246K +$271K +1,915 New
PIM
838
Progressive Investment Management
Oregon
$244K
Marshall Wace
839
Marshall Wace
United Kingdom
$244K +$269K +1,900 New
ECG
840
Edge Capital Group
Georgia
$243K
AA
841
Ancora Advisors
Ohio
$243K +$142 +1 +0.1%
MA
842
MONECO Advisors
Connecticut
$242K -$1.84K -13 -0.7%
CTB
843
Country Trust Bank
Illinois
$241K
CL
844
CPWM LLC
Washington
$241K +$266K +1,876 New
GIA
845
Guyasuta Investment Advisors
Pennsylvania
$237K
WA1
846
Wimmer Associates 1
California
$236K
ONST
847
Old North State Trust
North Carolina
$236K +$260K +1,835 +91,750%
WJWM
848
Williams Jones Wealth Management
New York
$235K -$27.3K -193 -10%
TI
849
Trexquant Investment
Connecticut
$233K +$257K +1,812 New
WCG
850
Weaver Consulting Group
California
$232K -$155K -1,091 -38%