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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
876
Affiance Financial
Minnesota
$291K -$445K -2,947 -61%
MCP
877
Mirador Capital Partners
California
$291K +$289K +1,915 New
LC
878
LCNB Corp
Ohio
$290K
PIM
879
Progressive Investment Management
Oregon
$288K
RT
880
Rockland Trust
Massachusetts
$287K +$286K +1,892 New
OBWG
881
Onyx Bridge Wealth Group
New York
$287K -$11.3K -75 -4%
CCA
882
Cottonwood Capital Advisors
Utah
$286K -$1.06K -7 -0.4%
MA
883
MONECO Advisors
Connecticut
$286K +$151 +1 +0.1%
Capstone Investment Advisors
884
Capstone Investment Advisors
New York
$286K +$284K +1,882 New
RMCM
885
Reynders McVeigh Capital Management
Massachusetts
$285K +$12.1K +80 +4%
CTB
886
Country Trust Bank
Illinois
$285K
FA
887
Faithward Advisors
Pennsylvania
$281K +$92.6K +613 +49%
GIA
888
Guyasuta Investment Advisors
Pennsylvania
$280K
ONST
889
Old North State Trust
North Carolina
$279K
WJWM
890
Williams Jones Wealth Management
New York
$278K
BWP
891
Balboa Wealth Partners
Arizona
$277K -$753K -4,984 -73%
SFWC
892
Strategic Family Wealth Counselors
New Jersey
$276K -$392K -2,594 -59%
PIFP
893
Partners in Financial Planning
Virginia
$276K +$453 +3 +0.2%
SW
894
SteelPeak Wealth
California
$276K -$45.8K -303 -14%
FNT
895
First National Trust
Pennsylvania
$274K
STCOSD
896
Sageworth Trust Company of South Dakota
South Dakota
$273K
PCH
897
PGIM Custom Harvest
New Jersey
$271K +$270K +1,789 New
LP
898
LGL Partners
Pennsylvania
$271K +$1.21K +8 +0.4%
WW
899
Westshore Wealth
California
$269K +$1.21K +8 +0.5%
MC
900
Moors & Cabot
Massachusetts
$268K +$266K +1,763 New