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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBW
926
Hazlett, Burt & Watson
West Virginia
$171K – – –
FCMT
927
Founders Capital Management (Texas)
Texas
$170K +$78.5K +532 +75%
HPC
928
HM Payson & Co
Maine
$164K +$176K +1,191 New
TH
929
TCTC Holdings
Texas
$161K – – –
Lazard Asset Management
930
Lazard Asset Management
New York
$158K – – –
MIFH
931
Migdal Insurance & Financial Holdings
Israel
$157K – – –
TCOV
932
Trust Company of Vermont
Vermont
$152K +$163K +1,103 New
FA
933
Faithward Advisors
Pennsylvania
$151K – – –
LPIC
934
LeJeune Puetz Investment Counsel
Michigan
$147K – – –
CA
935
Crewe Advisors
Utah
$146K +$58.2K +394 +59%
MCM
936
Manchester Capital Management
Vermont
$144K -$22.1K -150 -13%
CHA
937
Carmichael Hill & Associates
Maryland
$144K +$10.9K +74 +8%
BWL
938
Bogart Wealth LLC
Virginia
$141K – – –
BA
939
Ballast Advisors
Minnesota
$139K – – –
ZIG
940
Zullo Investment Group
Pennsylvania
$139K – – –
MAWCM
941
Mine & Arao Wealth Creation & Management
California
$135K +$148 +1 +0.1%
SBL
942
Sargent Bickham Lagudis
Colorado
$134K – – –
MFC
943
Mechanics Financial Corp
Ohio
$127K – – –
GKIM
944
GW&K Investment Management
Massachusetts
$124K +$133K +901 New
GIA
945
Goodwin Investment Advisory
Georgia
$121K -$72.8K -493 -36%
PWM
946
Provident Wealth Management
Tennessee
$117K -$57.9K -392 -32%
PCG
947
Private Capital Group
Connecticut
$116K -$467K -3,162 -79%
MHR
948
Matthew Hamilton Rosenberg
$106K – – –
RCM
949
Raleigh Capital Management
North Carolina
$104K +$443 +3 +0.4%
TCWM
950
Total Clarity Wealth Management
Illinois
$102K +$110K +742 New