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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
876
Cottonwood Capital Advisors
Utah
$275K -$6.71K -47 -2%
MA
877
MONECO Advisors
Connecticut
$273K +$286 +2 +0.1%
CTB
878
Country Trust Bank
Illinois
$272K
BCI
879
Brinker Capital Investments
Pennsylvania
$272K -$66.1K -463 -20%
GIA
880
Guyasuta Investment Advisors
Pennsylvania
$267K
ONST
881
Old North State Trust
North Carolina
$266K
WJWM
882
Williams Jones Wealth Management
New York
$266K
KFI
883
Key Financial Inc
Pennsylvania
$265K
PIFP
884
Partners in Financial Planning
Virginia
$265K +$571 +4 +0.2%
FNT
885
First National Trust
Pennsylvania
$262K +$258K +1,808 New
RMCM
886
Reynders McVeigh Capital Management
Massachusetts
$261K
STCOSD
887
Sageworth Trust Company of South Dakota
South Dakota
$261K +$256K +1,796 New
JFG
888
JMG Financial Group
Illinois
$260K -$104K -729 -29%
LP
889
LGL Partners
Pennsylvania
$258K +$1.57K +11 +0.6%
VPP
890
Vertex Planning Partners
Illinois
$258K +$254K +1,777 New
WW
891
Westshore Wealth
California
$256K +$3.28K +23 +1%
Neuberger Berman Group
892
Neuberger Berman Group
New York
$253K -$199K -1,393 -44%
NOI
893
Newton One Investments
Delaware
$251K +$247K +1,727 New
BSB
894
Bangor Savings Bank
Maine
$249K
TSWM
895
Tyler-Stone Wealth Management
Ohio
$249K
TCA
896
Transcend Capital Advisors
New Jersey
$248K +$15.3K +107 +7%
GLR
897
Great Lakes Retirement
Ohio
$247K +$244K +1,706 New
AP
898
Appleton Partners
Massachusetts
$244K
GGS
899
Galvin Gaustad & Stein
Arizona
$243K
CTFG
900
Capstone Triton Financial Group
Oklahoma
$243K +$239K +1,672 New