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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WW
901
Westshore Wealth
California
$269K +$1.21K +8 +0.5%
MC
902
Moors & Cabot
Massachusetts
$268K +$266K +1,763 New
Neuberger Berman Group
903
Neuberger Berman Group
New York
$264K – – –
NOI
904
Newton One Investments
Delaware
$263K +$1.21K +8 +0.5%
BSB
905
Bangor Savings Bank
Maine
$261K – – –
PWMAG
906
Pinnacle Wealth Management Advisory Group
New Jersey
$260K +$259K +1,715 New
GLR
907
Great Lakes Retirement
Ohio
$259K – – –
TL
908
Tradewinds LLC
North Carolina
$259K +$258K +1,705 New
WTB
909
Washington Trust Bank
Washington
$258K -$252K -1,666 -49%
CIA
910
Capital Investment Advisors
Georgia
$257K -$62.7K -415 -20%
AP
911
Appleton Partners
Massachusetts
$256K – – –
RMDI
912
R.M. Davis Inc
Maine
$253K – – –
CCA
913
Column Capital Advisors
Indiana
$253K – – –
PWA
914
Physician Wealth Advisors
Utah
$253K -$42.5K -281 -15%
GWM
915
Greenhouse Wealth Management
Connecticut
$253K – – –
TCA
916
Transcend Capital Advisors
New Jersey
$251K -$8.31K -55 -3%
W
917
Wealthquest
Ohio
$251K – – –
WA1
918
Wimmer Associates 1
California
$250K – – –
NWA
919
Navis Wealth Advisors
New York
$249K -$1.14M -7,563 -82%
CHC
920
City Holding Co
West Virginia
$247K – – –
BFA
921
BMS Financial Advisors
South Dakota
$245K +$244K +1,617 New
UL
922
Unionview LLC
Washington
$244K +$1.21K +8 +0.5%
WAOTB
923
Wealth Advisors of Tampa Bay
Florida
$243K – – –
TYCC
924
Texas Yale Capital Corp
Florida
$243K – – –
WIC
925
Woodmont Investment Counsel
Tennessee
$243K +$15K +99 +7%