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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
876
Campion Asset Management
Virginia
$277K +$273K +1,910 New
PIM
877
Progressive Investment Management
Oregon
$276K – – –
CCA
878
Cottonwood Capital Advisors
Utah
$275K -$6.71K -47 -2%
MA
879
MONECO Advisors
Connecticut
$273K +$286 +2 +0.1%
CTB
880
Country Trust Bank
Illinois
$272K – – –
BCI
881
Brinker Capital Investments
Pennsylvania
$272K -$66.1K -463 -20%
GIA
882
Guyasuta Investment Advisors
Pennsylvania
$267K – – –
ONST
883
Old North State Trust
North Carolina
$266K – – –
WJWM
884
Williams Jones Wealth Management
New York
$266K – – –
KFI
885
Key Financial Inc
Pennsylvania
$265K – – –
PIFP
886
Partners in Financial Planning
Virginia
$265K +$571 +4 +0.2%
FNT
887
First National Trust
Pennsylvania
$262K +$258K +1,808 New
RMCM
888
Reynders McVeigh Capital Management
Massachusetts
$261K – – –
STCOSD
889
Sageworth Trust Company of South Dakota
South Dakota
$261K +$256K +1,796 New
JFG
890
JMG Financial Group
Illinois
$260K -$104K -729 -29%
LP
891
LGL Partners
Pennsylvania
$258K +$1.57K +11 +0.6%
VPP
892
Vertex Planning Partners
Illinois
$258K +$254K +1,777 New
WW
893
Westshore Wealth
California
$256K +$3.28K +23 +1%
Neuberger Berman Group
894
Neuberger Berman Group
New York
$253K -$199K -1,393 -44%
NOI
895
Newton One Investments
Delaware
$251K +$247K +1,727 New
BSB
896
Bangor Savings Bank
Maine
$249K – – –
TSWM
897
Tyler-Stone Wealth Management
Ohio
$249K – – –
TCA
898
Transcend Capital Advisors
New Jersey
$248K +$15.3K +107 +7%
GLR
899
Great Lakes Retirement
Ohio
$247K +$244K +1,706 New
AP
900
Appleton Partners
Massachusetts
$244K – – –