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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1201
Grove Bank & Trust
Florida
$254K
VCM
1202
Vivaldi Capital Management
Illinois
$254K +$760 +4 +0.3%
AP
1203
Appleton Partners
Massachusetts
$253K -$7.6K -40 -3%
FCA
1204
FinTrust Capital Advisors
South Carolina
$253K -$27.5K -145 -10%
RIA
1205
Realta Investment Advisors
Delaware
$252K -$237K -1,249 -50%
HI
1206
Human Investing
Oregon
$252K +$24.7K +130 +11%
AWM
1207
Accurate Wealth Management
Florida
$252K +$240K +1,266 New
AWA
1208
Acorn Wealth Advisors
Michigan
$250K -$9.5K -50 -4%
PS
1209
Planned Solutions
California
$250K
SFG
1210
Sage Financial Group
Pennsylvania
$248K +$760 +4 +0.3%
SFPM
1211
Sensible Financial Planning & Management
Massachusetts
$247K +$238K +1,251 New
PA
1212
PSI Advisors
Florida
$247K
IAN
1213
Integrated Advisors Network
Texas
$245K +$236K +1,244 New
GCA
1214
Genesee Capital Advisors
New York
$244K
SPWG
1215
Sage Private Wealth Group
Illinois
$244K
PCG
1216
Prosperity Consulting Group
Maryland
$244K +$235K +1,235 New
BEI
1217
Benjamin Edwards Inc
Missouri
$243K +$234K +1,233 New
BMWM
1218
Brown Miller Wealth Management
Virginia
$243K -$206K -1,083 -47%
LSIA
1219
LaSalle St. Investment Advisors
Illinois
$242K +$1.14K +6 +0.5%
CCA
1220
Cora Capital Advisors
New Jersey
$242K -$5.7K -30 -2%
Luther King Capital Management (LKCM)
1221
Luther King Capital Management (LKCM)
Texas
$242K
CASB
1222
Cape Ann Savings Bank
Massachusetts
$242K +$233K +1,226 New
CAM
1223
Creekmur Asset Management
Illinois
$241K -$10.8K -57 -4%
CIA
1224
Cape Investment Advisory
Georgia
$241K +$105K +553 +83%
FG
1225
Fiduciary Group
Georgia
$239K +$2.85K +15 +1%