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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
976
Covenant Partners
Tennessee
$200K – – –
PAI
977
Pittenger & Anderson Inc
Nebraska
$197K -$15.1K -100 -7%
CHA
978
Carmichael Hill & Associates
Maryland
$197K – – –
HBW
979
Hazlett, Burt & Watson
West Virginia
$195K +$151 +1 +0.1%
SWM
980
Sugarloaf Wealth Management
Georgia
$192K – – –
BWL
981
Bogart Wealth LLC
Virginia
$191K +$14.4K +95 +8%
SFFS
982
Stonehage Fleming Financial Services
Jersey
$189K +$71K +470 +61%
HPC
983
HM Payson & Co
Maine
$181K +$180K +1,191 New
ACA
984
Atlas Capital Advisors
Wyoming
$180K +$179K +1,186 New
TH
985
TCTC Holdings
Texas
$178K – – –
FCMT
986
Founders Capital Management (Texas)
Texas
$178K – – –
Lazard Asset Management
987
Lazard Asset Management
New York
$174K – – –
NSG
988
Nalls Sherbakoff Group
Tennessee
$172K +$174K +1,150 New
TCOV
989
Trust Company of Vermont
Vermont
$164K – – –
LPIC
990
LeJeune Puetz Investment Counsel
Michigan
$163K – – –
APW
991
Atlantic Private Wealth
North Carolina
$159K +$159K +1,051 New
MIM
992
Macroview Investment Management
Maryland
$156K +$127K +842 +453%
VWM
993
Valley Wealth Managers
New Jersey
$156K – – –
BA
994
Ballast Advisors
Minnesota
$154K -$907 -6 -0.6%
AAG
995
Armstrong Advisory Group
Massachusetts
$154K -$43.1K -285 -22%
MAWCM
996
Mine & Arao Wealth Creation & Management
California
$150K +$302 +2 +0.2%
EWP
997
Elevation Wealth Partners
California
$146K +$146K +965 New
MFC
998
Mechanics Financial Corp
Ohio
$140K – – –
BA
999
Bellwether Advisors
Nebraska
$138K +$4.68K +31 +4%
CT
1000
Colonial Trust
South Carolina
$136K -$26.6K -176 -16%