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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
STCOSD
1051
Sageworth Trust Company of South Dakota
South Dakota
$327K
WIC
1052
Woodmont Investment Counsel
Tennessee
$325K
RSA
1053
River Street Advisors
Illinois
$323K +$323K +1,775 New
NOI
1054
Newton One Investments
Delaware
$323K +$1.46K +8 +0.5%
PIFP
1055
Partners in Financial Planning
Virginia
$321K -$14.2K -78 -4%
MA
1056
MONECO Advisors
Connecticut
$320K
GIA
1057
Guyasuta Investment Advisors
Pennsylvania
$320K
CFS
1058
Coordinated Financial Services
Colorado
$319K +$1.09K +6 +0.3%
FI
1059
FWG Investments
Kentucky
$319K -$9.11K -50 -3%
MC
1060
Middleton & Co
Massachusetts
$319K +$18.2K +100 +6%
OLVIG
1061
Oliver Lagore Vanvalin Investment Group
Michigan
$317K -$17.3K -95 -5%
EWM
1062
Evermay Wealth Management
Virginia
$317K
AGA
1063
Arkos Global Advisors
Texas
$315K
PSIWM
1064
Paradigm Strategies in Wealth Management
Minnesota
$315K
HB
1065
HTLF Bank
Colorado
$315K +$315K +1,728 New
Fisher Asset Management
1066
Fisher Asset Management
Washington
$313K -$57.6K -316 -16%
LC
1067
LCNB Corp
Ohio
$313K
PMG
1068
ProVise Management Group
Florida
$313K
CHA
1069
Carmichael Hill & Associates
Maryland
$312K
FF
1070
Francis Financial
$311K
GWM
1071
GDS Wealth Management
Texas
$311K -$10K -55 -3%
HCM
1072
HMS Capital Management
Tennessee
$309K -$364 -2 -0.1%
TWP
1073
Tempus Wealth Planning
California
$309K +$309K +1,698 New
MCM
1074
Manchester Capital Management
Vermont
$308K
HCM
1075
Howland Capital Management
Massachusetts
$308K +$308K +1,690 New