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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
1126
Edgestream Partners
New Jersey
$368K +$351K +1,882 New
AIS
1127
American Investment Services
Massachusetts
$367K – – –
LWM
1128
LongView Wealth Management
Georgia
$366K +$4.66K +25 +1%
SWP
1129
ShoreHaven Wealth Partners
New Jersey
$365K – – –
FBB
1130
Fulton Breakefield Broenniman
Maryland
$364K +$346K +1,860 New
LWCFA
1131
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$363K -$49.4K -265 -12%
GIA
1132
Guyasuta Investment Advisors
Pennsylvania
$363K – – –
National Bank of Canada
1133
National Bank of Canada
Quebec, Canada
$362K -$80.7K -433 -19%
WW
1134
Westshore Wealth
California
$362K +$1.3K +7 +0.4%
GD
1135
Grandfield & Dodd
New York
$361K +$344K +1,848 New
OBWG
1136
Onyx Bridge Wealth Group
New York
$360K +$745 +4 +0.2%
BBWP
1137
Beacon Bridge Wealth Partners
Pennsylvania
$358K +$186 +1 +0.1%
CTFG
1138
Capstone Triton Financial Group
Oklahoma
$358K +$341K +1,831 New
DP
1139
Denver PWM
Colorado
$357K +$40.8K +219 +14%
BFAG
1140
Blackston Financial Advisory Group
Florida
$354K -$10.6K -57 -3%
WIC
1141
Woodmont Investment Counsel
Tennessee
$353K +$3.91K +21 +1%
OCM
1142
One Capital Management
California
$351K -$6.15K -33 -2%
STCOSD
1143
Sageworth Trust Company of South Dakota
South Dakota
$351K – – –
TAM
1144
TCP Asset Management
Ohio
$351K – – –
MI
1145
Moneywise Inc
Virginia
$350K +$334K +1,793 New
UCB
1146
United Community Bank
South Carolina
$350K +$47.9K +257 +17%
VCM
1147
Versant Capital Management
Arizona
$347K +$308K +1,652 +1,343%
TCOV
1148
Trust Company of Vermont
Vermont
$347K – – –
GI
1149
GAMMA Investing
California
$346K -$137K -736 -29%
FA
1150
Fountainhead AM
New Jersey
$346K +$47.1K +253 +17%