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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LBC
1401
Lane Brothers & Co
Arizona
$256K +$253K +1,208 New
WF
1402
WoodTrust Financial
Wisconsin
$255K – – –
IPAM
1403
Investment Partners Asset Management
New Jersey
$254K – – –
SAMT
1404
Select Asset Management & Trust
Pennsylvania
$254K – – –
BWP
1405
Balboa Wealth Partners
Arizona
$253K -$10.7K -51 -4%
STCOSD
1406
Sageworth Trust Company of South Dakota
South Dakota
$253K -$126K -602 -34%
WB
1407
Webster Bank
Connecticut
$253K -$1.05K -5 -0.4%
HPC
1408
HM Payson & Co
Maine
$253K – – –
PGA
1409
Portland Global Advisors
Maine
$252K – – –
PPP
1410
Prism Planning Partners
Illinois
$252K +$249K +1,189 New
LGWM
1411
Litman Gregory Wealth Management
California
$251K – – –
CFAM
1412
Center For Asset Management
Florida
$250K – – –
CASB
1413
Cape Ann Savings Bank
Massachusetts
$249K -$5.24K -25 -2%
APW
1414
Axim Planning & Wealth
Ohio
$249K -$8.59K -41 -3%
GFA
1415
Godfrey Financial Associates
New York
$248K +$234K +1,117 New
PAW
1416
Plan A Wealth
Nebraska
$247K – – –
MCM
1417
Mainstream Capital Management
California
$247K +$10.9K +52 +5%
MIP
1418
Marietta Investment Partners
Wisconsin
$246K -$115K -549 -32%
TW
1419
TritonPoint Wealth
Maryland
$246K +$26K +124 +12%
BWA
1420
Bestgate Wealth Advisors
Maryland
$246K – – –
LS
1421
Leelyn Smith
Illinois
$244K – – –
Lazard Asset Management
1422
Lazard Asset Management
New York
$244K – – –
HBT
1423
Hills Bank & Trust
Iowa
$243K -$1.47K -7 -0.6%
T
1424
TrueFG
Texas
$243K – – –
WS
1425
Wilian Securities
Minnesota
$243K +$240K +1,144 New