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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
151
Boston Private Bank & Trust
Massachusetts
$863K -$5.91K -70 -0.7%
PFPT
152
Pinnacle Financial Partners (Tennessee)
Tennessee
$842K -$35.9K -425 -4%
BFO
153
Boston Family Office
Massachusetts
$834K
DA
154
DSC Advisors
Illinois
$825K +$802K +9,498 New
AIA
155
Alerus Investment Advisors
Minnesota
$817K +$360K +4,257 +83%
JA
156
JOYN Advisors
Georgia
$812K -$280K -3,321 -26%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$802K -$422K -4,996 -35%
PA
158
Pinnacle Associates
New York
$800K -$9.71K -115 -1%
BC
159
Brookfield Corp
Ontario, Canada
$791K
BP
160
Ballentine Partners
Massachusetts
$784K
ACM
161
Azimuth Capital Management
Michigan
$769K +$748K +8,855 New
SC
162
Stratford Consulting
Texas
$733K +$3.63K +43 +0.5%
TH
163
Timber Hill
Connecticut
$727K -$2.35M -27,881 -77%
SFA
164
Sequoia Financial Advisors
Ohio
$707K -$69.5K -823 -9%
FIM
165
Freedom Investment Management
Connecticut
$695K -$14.9K -177 -2%
NG
166
NatWest Group
United Kingdom
$685K
ABC
167
Associated Banc-Corp
Wisconsin
$681K -$282K -3,343 -30%
NES
168
New England Securities
New York
$664K -$3.8K -45 -0.6%
BAC
169
Boys Arnold & Co
North Carolina
$651K +$16.9K +200 +3%
EWM
170
Evercore Wealth Management
New York
$645K
AP
171
Advisors Preferred
Maryland
$637K +$619K +7,332 New
NAM
172
NTV Asset Management
West Virginia
$635K
OWD
173
Osborn Williams & Donohoe
Ohio
$628K
CWM
174
Confluence Wealth Management
Oregon
$617K +$600K +7,101 New
SS
175
SG Select
Florida
$610K +$71.9K +851 +14%