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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
826
One Charles Private Wealth Services
Massachusetts
$350K – – –
FFS
827
Founders Financial Securities
Maryland
$350K -$124K -765 -25%
PWM
828
Perigon Wealth Management
California
$350K -$55K -340 -13%
SAMT
829
Select Asset Management & Trust
Pennsylvania
$349K -$52.5K -325 -13%
AIS
830
American Investment Services
Massachusetts
$346K -$37.7K -233 -9%
KIA
831
KCM Investment Advisors
California
$344K – – –
TWM
832
Tradition Wealth Management
Minnesota
$344K +$485 +3 +0.1%
T2I
833
Turim 21 Investimentos
Brazil
$343K – – –
BWP
834
Baldwin Wealth Partners
Massachusetts
$340K – – –
Kovitz Investment Group Partners
835
Kovitz Investment Group Partners
Illinois
$339K -$50.4K -312 -12%
BFA
836
Beaumont Financial Advisors
Massachusetts
$338K – – –
PSP
837
Pacific Sage Partners
Washington
$336K – – –
FNBTCON
838
First National Bank & Trust Co of Newtown
Pennsylvania
$335K -$205K -1,268 -37%
WSFS
839
Wilmington Savings Fund Society
Delaware
$335K -$9.21K -57 -3%
CFAM
840
Center For Asset Management
Florida
$334K -$49K -303 -12%
IFWM
841
Institute for Wealth Management
Colorado
$334K – – –
AFG
842
AFS Financial Group
Maryland
$333K – – –
CSWM
843
Cassady Schiller Wealth Management
Ohio
$333K – – –
SIC
844
Samalin Investment Counsel
New York
$333K -$8.08K -50 -2%
ADL
845
Asset Dedication LLC
California
$332K -$10.7K -66 -3%
MMM
846
Mendel Money Management
Illinois
$332K -$16.2K -100 -4%
EW
847
Enzi Wealth
Texas
$330K – – –
CPIA
848
Cornell Pochily Investment Advisors
New York
$330K – – –
MOS
849
MGO One Seven
Ohio
$329K +$1.13K +7 +0.3%
CCM
850
Colorado Capital Management
Colorado
$328K – – –