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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
276
Johnson Investment Counsel
Ohio
$290K +$47K +498 +19%
EWA
277
EP Wealth Advisors
California
$289K +$13.1K +139 +5%
ICAS
278
Investors Capital Advisory Services
Massachusetts
$284K -$39.5K -419 -12%
DY
279
Dowling & Yahnke
California
$276K
FHA
280
First Horizon Advisors
Tennessee
$274K
AL
281
Aspiriant LLC
California
$272K +$278K +2,950 New
CAL
282
Capital Advisors Ltd
Ohio
$271K +$21.2K +225 +8%
Koshinski Asset Management
283
Koshinski Asset Management
Illinois
$267K +$273K +2,891 New
BRWA
284
B. Riley Wealth Advisors
Florida
$266K -$130K -1,380 -32%
PAM
285
Peak Asset Management
Colorado
$266K
FWP
286
FAS Wealth Partners
Kansas
$266K +$1.51K +16 +0.6%
SIMM
287
Stillwater Investment Management (Minnesota)
Minnesota
$261K -$17.2K -182 -6%
AIM
288
Advantage Investment Management
Iowa
$257K +$472 +5 +0.2%
HSA
289
HBK Sorce Advisory
Pennsylvania
$251K +$257K +2,719 New
MG
290
Mather Group
Illinois
$250K
NAM
291
North American Management
Massachusetts
$249K -$56.6K -600 -18%
OC
292
Oarsman Capital
Wisconsin
$240K -$20.8K -220 -8%
MC
293
Mathes Company
New York
$240K -$18.9K -200 -7%
CPSAC
294
Chas P. Smith & Associates (CPS)
Florida
$236K
GLA
295
Great Lakes Advisors
Illinois
$236K +$241K +2,555 New
LCM
296
Lucas Capital Management
New Jersey
$234K +$1.23K +13 +0.5%
CCMD
297
Cypress Capital Management (Delaware)
Delaware
$232K
FMBTD
298
First Midwest Bank Trust Division
Illinois
$229K -$7.55K -80 -3%
DMC
299
Drexel Morgan & Co
Pennsylvania
$228K -$234K -2,475 -50%
CIA
300
Choate Investment Advisors
Massachusetts
$225K