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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
876
HMS Capital Management
Tennessee
$292K -$63.6K -421 -18%
3LCM
877
3D/L Capital Management
Connecticut
$292K -$233K -1,544 -45%
AF
878
Affiance Financial
Minnesota
$291K -$445K -2,947 -61%
MCP
879
Mirador Capital Partners
California
$291K +$289K +1,915 New
LC
880
LCNB Corp
Ohio
$290K – – –
PIM
881
Progressive Investment Management
Oregon
$288K – – –
RT
882
Rockland Trust
Massachusetts
$287K +$286K +1,892 New
OBWG
883
Onyx Bridge Wealth Group
New York
$287K -$11.3K -75 -4%
CCA
884
Cottonwood Capital Advisors
Utah
$286K -$1.06K -7 -0.4%
MA
885
MONECO Advisors
Connecticut
$286K +$151 +1 +0.1%
Capstone Investment Advisors
886
Capstone Investment Advisors
New York
$286K +$284K +1,882 New
RMCM
887
Reynders McVeigh Capital Management
Massachusetts
$285K +$12.1K +80 +4%
CTB
888
Country Trust Bank
Illinois
$285K – – –
FA
889
Faithward Advisors
Pennsylvania
$281K +$92.6K +613 +49%
GIA
890
Guyasuta Investment Advisors
Pennsylvania
$280K – – –
ONST
891
Old North State Trust
North Carolina
$279K – – –
WJWM
892
Williams Jones Wealth Management
New York
$278K – – –
BWP
893
Balboa Wealth Partners
Arizona
$277K -$753K -4,984 -73%
SFWC
894
Strategic Family Wealth Counselors
New Jersey
$276K -$392K -2,594 -59%
PIFP
895
Partners in Financial Planning
Virginia
$276K +$453 +3 +0.2%
SW
896
SteelPeak Wealth
California
$276K -$45.8K -303 -14%
FNT
897
First National Trust
Pennsylvania
$274K – – –
STCOSD
898
Sageworth Trust Company of South Dakota
South Dakota
$273K – – –
PCH
899
PGIM Custom Harvest
New Jersey
$271K +$270K +1,789 New
LP
900
LGL Partners
Pennsylvania
$271K +$1.21K +8 +0.4%