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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPAM
1401
Investment Partners Asset Management
New Jersey
$254K
SAMT
1402
Select Asset Management & Trust
Pennsylvania
$254K
BWP
1403
Balboa Wealth Partners
Arizona
$253K -$10.7K -51 -4%
STCOSD
1404
Sageworth Trust Company of South Dakota
South Dakota
$253K -$126K -602 -34%
WB
1405
Webster Bank
Connecticut
$253K -$1.05K -5 -0.4%
HPC
1406
HM Payson & Co
Maine
$253K
PGA
1407
Portland Global Advisors
Maine
$252K
PPP
1408
Prism Planning Partners
Illinois
$252K +$249K +1,189 New
LGWM
1409
Litman Gregory Wealth Management
California
$251K
CFAM
1410
Center For Asset Management
Florida
$250K
CASB
1411
Cape Ann Savings Bank
Massachusetts
$249K -$5.24K -25 -2%
APW
1412
Axim Planning & Wealth
Ohio
$249K -$8.59K -41 -3%
GFA
1413
Godfrey Financial Associates
New York
$248K +$234K +1,117 New
PAW
1414
Plan A Wealth
Nebraska
$247K
MCM
1415
Mainstream Capital Management
California
$247K +$10.9K +52 +5%
MIP
1416
Marietta Investment Partners
Wisconsin
$246K -$115K -549 -32%
TW
1417
TritonPoint Wealth
Maryland
$246K +$26K +124 +12%
BWA
1418
Bestgate Wealth Advisors
Maryland
$246K
LS
1419
Leelyn Smith
Illinois
$244K
Lazard Asset Management
1420
Lazard Asset Management
New York
$244K
HBT
1421
Hills Bank & Trust
Iowa
$243K -$1.47K -7 -0.6%
T
1422
TrueFG
Texas
$243K
WS
1423
Wilian Securities
Minnesota
$243K +$240K +1,144 New
SFP
1424
Strategic Financial Partners
Oregon
$242K -$5.24K -25 -2%
GSIAS
1425
Garden State Investment Advisory Services
New Jersey
$242K