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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
276
HBK Sorce Advisory
Pennsylvania
$300K +$76.1K +851 +31%
CIA
277
Choate Investment Advisors
Massachusetts
$298K +$99.4K +1,112 +46%
SWP
278
Stratos Wealth Partners
Ohio
$296K +$15.2K +170 +5%
BRWA
279
B. Riley Wealth Advisors
Florida
$295K +$55.4K +620 +22%
BCI
280
Brinker Capital Investments
Pennsylvania
$293K -$15.4M -172,429 -98%
Koshinski Asset Management
281
Koshinski Asset Management
Illinois
$283K +$15.6K +175 +6%
BSB
282
Bangor Savings Bank
Maine
$279K -$108K -1,204 -27%
CCM
283
Condor Capital Management
New Jersey
$275K -$35.9K -402 -11%
TTWM
284
TCV Trust & Wealth Management
Virginia
$269K
WG
285
Welch Group
Alabama
$265K -$20.4K -228 -7%
DY
286
Dowling & Yahnke
California
$263K +$12.5K +140 +5%
FIM
287
Freedom Investment Management
Connecticut
$260K -$496K -5,546 -59%
CWM
288
Concert Wealth Management
California
$254K -$51.1K -571 -16%
JIC
289
Johnson Investment Counsel
Ohio
$254K -$11.3K -126 -4%
SYBT
290
Stock Yards Bank & Trust
Kentucky
$251K +$267K +2,988 New
FHA
291
First Horizon Advisors
Tennessee
$250K
CAL
292
Capital Advisors Ltd
Ohio
$248K +$358 +4 +0.1%
PSI
293
Pinnacle Summer Investments
Virginia
$247K +$263K +2,939 New
ICAS
294
Investors Capital Advisory Services
Massachusetts
$242K -$18.3K -205 -7%
PAM
295
Peak Asset Management
Colorado
$242K
MBT
296
Montecito Bank & Trust
California
$239K +$53.6K +600 +27%
SIMM
297
Stillwater Investment Management (Minnesota)
Minnesota
$238K
CB
298
Commerce Bank
Missouri
$237K -$31.7K -355 -11%
VKH
299
Virtu KCG Holdings
New York
$232K +$247K +2,766 New
NAM
300
North American Management
Massachusetts
$227K