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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
926
Tyler-Stone Wealth Management
Ohio
$360K – – –
Deutsche Bank
927
Deutsche Bank
Germany
$359K -$304K -1,890 -48%
IA
928
IFG Advisors
Missouri
$358K +$1.29K +8 +0.4%
MMM
929
Mendel Money Management
Illinois
$357K -$16.1K -100 -5%
BCP
930
Blue Chip Partners
Michigan
$357K -$68.3K -425 -17%
VDI
931
Vaughan David Investments
Illinois
$356K +$6.11K +38 +2%
NAS
932
Nicolet Advisory Services
Wisconsin
$353K -$7.07K -44 -2%
WTB
933
Washington Trust Bank
Washington
$352K +$35.8K +223 +12%
SAMT
934
Select Asset Management & Trust
Pennsylvania
$351K -$40K -249 -11%
HCM
935
HMS Capital Management
Tennessee
$351K – – –
FCH
936
Freestone Capital Holdings
Washington
$350K +$74.3K +462 +30%
BWP
937
Baldwin Wealth Partners
Massachusetts
$348K -$32.9K -205 -9%
IWS
938
Integrity Wealth Solutions
Colorado
$348K +$322K +2,004 New
MFA
939
Millington Financial Advisors
Illinois
$348K +$3.21K +20 +1%
GWM
940
Gray Wealth Management
Maine
$348K – – –
CPIA
941
Cornell Pochily Investment Advisors
New York
$344K -$26.5K -165 -8%
MYIA
942
Mount Yale Investment Advisors
Colorado
$344K +$6.27K +39 +2%
BFM
943
Boston Financial Management
Massachusetts
$342K – – –
CAG
944
Curtis Advisory Group
California
$342K – – –
DWP
945
Daymark Wealth Partners
Ohio
$341K -$15.8K -98 -5%
EE
946
EWG Elevate
California
$339K -$161 -1 -0.1%
IIC
947
Ironwood Investment Counsel
Arizona
$338K +$16.2K +101 +5%
TCA
948
Transcend Capital Advisors
New Jersey
$338K – – –
SFWC
949
Strategic Family Wealth Counselors
New Jersey
$338K +$5.14K +32 +2%
Vanguard Group
950
Vanguard Group
Pennsylvania
$337K +$19.1K +119 +7%