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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ESB
1151
Essex Savings Bank
Connecticut
$245K +$245K +1,347 New
MWAM
1152
Manhattan West Asset Management
California
$245K +$245K +1,346 New
RBC
1153
Romano Brothers & Co
Illinois
$245K
CCWM
1154
Correct Capital Wealth Management
Missouri
$243K
SWM
1155
Segment Wealth Management
Texas
$243K +$25.5K +140 +12%
CWM
1156
Chesapeake Wealth Management
Virginia
$242K -$10K -55 -4%
AP
1157
Appleton Partners
Massachusetts
$241K
FHA
1158
Flagship Harbor Advisors
Massachusetts
$240K -$57.4K -315 -19%
AWA
1159
Acorn Wealth Advisors
Michigan
$240K +$240K +1,318 New
SPWG
1160
Syntegra Private Wealth Group
Missouri
$240K +$20.8K +114 +9%
ML
1161
McAdam LLC
Pennsylvania
$238K +$16.4K +90 +7%
GSIAS
1162
Garden State Investment Advisory Services
New Jersey
$238K
DZ Bank
1163
DZ Bank
Germany
$237K -$10.6M -58,342 -98%
VFPI
1164
Vantage Financial Partners (Illinois)
Illinois
$237K
NWA
1165
Navis Wealth Advisors
New York
$236K -$14.6K -80 -6%
GBT
1166
Grove Bank & Trust
Florida
$235K
VCM
1167
Vivaldi Capital Management
Illinois
$234K +$729 +4 +0.3%
CAM
1168
Creekmur Asset Management
Illinois
$233K -$109K -600 -32%
GM
1169
GeoWealth Management
Illinois
$231K
PS
1170
Planned Solutions
California
$231K
DIM
1171
Delta Investment Management
California
$230K +$19.1K +105 +9%
CCA
1172
Cora Capital Advisors
New Jersey
$229K
SFG
1173
Sage Financial Group
Pennsylvania
$228K +$729 +4 +0.3%
BA
1174
Bellwether Advisors
Nebraska
$228K +$228K +1,252 New
PA
1175
PSI Advisors
Florida
$228K