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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
251
Ascent Wealth Partners
New York
$1.39M +$151K +1,367 +12%
EIA
252
Eldridge Investment Advisors
New Hampshire
$1.34M +$4.99K +45 +0.4%
HT
253
Hefren-Tillotson
Pennsylvania
$1.33M -$26.5K -239 -2%
A
254
AdvicePeriod
California
$1.32M +$188K +1,699 +16%
DBRC
255
D.B. Root & Company
Pennsylvania
$1.3M +$701K +6,324 +116%
APCM
256
Alaska Permanent Capital Management
Alaska
$1.29M
HB
257
Homrich & Berg
Georgia
$1.28M +$41K +370 +3%
IWP
258
Icon Wealth Partners
Texas
$1.28M +$123K +1,107 +11%
NA
259
NewEdge Advisors
Louisiana
$1.28M +$15.6K +141 +1%
AA
260
Advisory Alpha
Michigan
$1.27M +$245K +2,209 +25%
DAS
261
Dynamic Advisor Solutions
Arizona
$1.25M +$106K +954 +9%
AW
262
ACG Wealth
Georgia
$1.23M -$4.21K -38 -0.3%
GFPC
263
Global Financial Private Capital
Florida
$1.23M -$60.2K -543 -5%
IWM
264
IHT Wealth Management
Illinois
$1.23M +$308K +2,776 +33%
MSA
265
Marino Stram & Associates
Massachusetts
$1.22M +$25.5K +230 +2%
OC
266
Oppenheimer & Co
New York
$1.21M -$98.3K -887 -7%
RBC
267
Roble Belko & Company
Pennsylvania
$1.21M
Barclays
268
Barclays
United Kingdom
$1.2M +$378K +3,411 +45%
F
269
F3Logic
Minnesota
$1.2M -$629K -5,679 -34%
PCG
270
Private Capital Group
Connecticut
$1.19M -$41.8K -377 -3%
WB
271
WesBanco Bank
West Virginia
$1.19M +$97.5K +880 +9%
BCA
272
Bay Colony Advisors
Massachusetts
$1.19M +$1.19M +10,779 New
MLICM
273
Metropolitan Life Insurance Company (MetLife)
New York
$1.16M +$55.4K +500 +5%
TFF
274
The Family Firm
Maryland
$1.16M +$128K +1,154 +12%
MAS
275
Managed Account Services
Florida
$1.14M -$35.6K -321 -3%