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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WB
1301
Webster Bank
Connecticut
$234K – – –
SAMT
1302
Select Asset Management & Trust
Pennsylvania
$234K -$21.8K -117 -9%
CPC
1303
Consolidated Planning Corp
Georgia
$234K -$5.4K -29 -2%
WFC
1304
Western Financial Corp
California
$233K -$186 -1 -0.1%
HPC
1305
HM Payson & Co
Maine
$233K – – –
PGA
1306
Portland Global Advisors
Maine
$232K – – –
NWA
1307
Navis Wealth Advisors
New York
$232K – – –
LGWM
1308
Litman Gregory Wealth Management
California
$232K – – –
CFAM
1309
Center For Asset Management
Florida
$231K -$79.9K -429 -26%
PGF
1310
Plan Group Financial
Oklahoma
$230K -$9.69K -52 -4%
TH
1311
TCTC Holdings
Texas
$230K – – –
SI
1312
Seeds Investor
New York
$229K -$931 -5 -0.4%
XF
1313
XML Financial
Maryland
$229K -$1.49K -8 -0.7%
PP
1314
Patten & Patten
Tennessee
$228K -$4.1K -22 -2%
PAW
1315
Plan A Wealth
Nebraska
$228K -$30.2K -162 -12%
LS
1316
Leelyn Smith
Illinois
$225K – – –
ISL
1317
Ingalls & Snyder LLC
New York
$225K – – –
Lazard Asset Management
1318
Lazard Asset Management
New York
$224K – – –
SIM
1319
Synergy Investment Management
Florida
$224K – – –
T
1320
TrueFG
Texas
$224K – – –
GSIAS
1321
Garden State Investment Advisory Services
New Jersey
$223K – – –
PCM
1322
Parsons Capital Management
Rhode Island
$223K – – –
SWM
1323
SeaCrest Wealth Management
New York
$222K -$13K -70 -6%
WCA
1324
Westover Capital Advisors
Delaware
$222K – – –
BWA
1325
Bestgate Wealth Advisors
Maryland
$221K – – –