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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
1101
LCNB Corp
Ohio
$339K
PMG
1102
ProVise Management Group
Florida
$339K
KA
1103
Kovack Advisors
Florida
$338K -$30.4K -160 -9%
FF
1104
Francis Financial
$337K
HCM
1105
HMS Capital Management
Tennessee
$335K
MFG
1106
Mosaic Financial Group
Illinois
$334K -$93.5K -492 -22%
MCM
1107
Manchester Capital Management
Vermont
$334K
CLOS
1108
Compagnie Lombard Odier SCmA
Switzerland
$332K +$320K +1,683 New
MIM
1109
Macroview Investment Management
Maryland
$330K +$24.1K +127 +8%
MMPW
1110
Mitchell McLeod Pugh & Williams
Alabama
$329K -$104K -549 -25%
AGA
1111
Arkos Global Advisors
Texas
$329K -$11.6K -61 -4%
PWMAG
1112
Pinnacle Wealth Management Advisory Group
New Jersey
$328K
GWM
1113
Greenhouse Wealth Management
Connecticut
$328K
LA
1114
Latitude Advisors
Florida
$327K +$94K +495 +43%
Millennium Management
1115
Millennium Management
New York
$327K +$315K +1,656 New
AUB
1116
Atlantic Union Bankshares
Virginia
$326K
OAS
1117
Optivise Advisory Services
Tennessee
$326K +$6.46K +34 +2%
WA1
1118
Wimmer Associates 1
California
$325K
BSB
1119
Bangor Savings Bank
Maine
$325K -$3.61K -19 -1%
W
1120
Wealthquest
Ohio
$325K
CCMG
1121
Clark Capital Management Group
Pennsylvania
$324K -$380 -2 -0.1%
QFA
1122
Quattro Financial Advisors
Texas
$323K
OLVIG
1123
Oliver Lagore Vanvalin Investment Group
Michigan
$316K -$26.2K -138 -8%
WJWM
1124
Williams Jones Wealth Management
New York
$316K
WAG
1125
Winthrop Advisory Group
Massachusetts
$316K +$950 +5 +0.3%