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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
EP Wealth Advisors
California
$271K -$174K -1,975 -40%
CIA
252
Choate Investment Advisors
Massachusetts
$268K
FCI
253
Financial Counselors Inc
Kansas
$267K +$25.7K +291 +11%
BRWM
254
B. Riley Wealth Management
Tennessee
$267K +$261K +2,960 New
PSI
255
Pinnacle Summer Investments
Virginia
$262K
DY
256
Dowling & Yahnke
California
$254K -$11.3K -128 -4%
MC
257
Mathes Company
New York
$253K
OC
258
Oarsman Capital
Wisconsin
$252K -$3.98K -45 -2%
VKH
259
Virtu KCG Holdings
New York
$249K +$244K +2,762 New
CAL
260
Capital Advisors Ltd
Ohio
$244K +$7.95K +90 +3%
FMWA
261
Forvis Mazars Wealth Advisors
Missouri
$243K -$22.1K -250 -8%
RT
262
Reliance Trust
Georgia
$241K -$13.9K -157 -6%
Franklin Resources
263
Franklin Resources
California
$240K
MPM
264
Meritage Portfolio Management
Kansas
$239K -$117K -1,320 -33%
CB
265
Commerce Bank
Missouri
$232K
ICAS
266
Investors Capital Advisory Services
Massachusetts
$231K
MC
267
Moors & Cabot
Massachusetts
$231K +$224K +2,532 New
CCMD
268
Cypress Capital Management (Delaware)
Delaware
$227K
MFP
269
Mosaic Financial Partners
California
$226K
KA
270
Kovack Advisors
Florida
$225K +$220K +2,492 New
LCM
271
Lucas Capital Management
New Jersey
$224K +$1.15K +13 +0.5%
HFS
272
HL Financial Services
Kentucky
$219K -$2.56K -29 -1%
AL
273
Aspiriant LLC
California
$218K +$530 +6 +0.2%
MWP
274
MYCIO Wealth Partners
Pennsylvania
$216K -$795 -9 -0.4%
MBT
275
Montecito Bank & Trust
California
$211K +$206K +2,335 New