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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIR
276
James Investment Research
Ohio
$436K
AC
277
Alexandria Capital
Virginia
$435K +$2.5K +28 +0.6%
RCA
278
Rex Capital Advisors
Rhode Island
$429K
NFG
279
Next Financial Group
Texas
$420K +$34.3K +384 +9%
AFP
280
Ausdal Financial Partners
Iowa
$419K +$423K +4,732 New
CIA
281
Covington Investment Advisors
Pennsylvania
$412K -$31.7K -355 -7%
PA
282
Parkside Advisors
California
$408K
BNP Paribas Financial Markets
283
BNP Paribas Financial Markets
France
$393K +$397K +4,441 New
CPO
284
Cerity Partners OCIO
New York
$386K -$4.65K -52 -1%
FCI
285
Financial Counselors Inc
Kansas
$383K +$17.9K +200 +5%
CCS
286
Crosspoint Capital Strategies
California
$383K +$365K +4,083 New
BFEC
287
Benjamin F. Edwards & Company
Missouri
$381K +$2.59K +29 +0.7%
LWM
288
Lenox Wealth Management
Ohio
$381K +$384K +4,298 New
LWAC
289
Laurel Wealth Advisors (California)
California
$381K +$385K +4,306 New
SAM
290
Summit Asset Management
Tennessee
$375K
LW
291
Linscomb Wealth
Texas
$374K
YP
292
Yellowstone Partners
Idaho
$368K -$59.9K -670 -14%
William Blair & Company
293
William Blair & Company
Illinois
$358K -$11.9K -133 -3%
GT
294
Glenmede Trust
Pennsylvania
$358K
WEC
295
Winslow Evans & Crocker
Massachusetts
$357K
FWP
296
FAS Wealth Partners
Kansas
$357K +$361K +4,036 New
BSB
297
Bangor Savings Bank
Maine
$355K +$62.1K +695 +21%
MCM
298
Manchester Capital Management
Vermont
$354K
ADL
299
Asset Dedication LLC
California
$353K +$356K +3,985 New
SFPM
300
Sensible Financial Planning & Management
Massachusetts
$344K