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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIR
301
James Investment Research
Ohio
$467K
BSW
302
Buckingham Strategic Wealth
Missouri
$450K -$1.14K -12 -0.3%
HSA
303
HBK Sorce Advisory
Pennsylvania
$449K -$897K -9,429 -67%
HFS
304
HL Financial Services
Kentucky
$446K -$40.1K -421 -8%
SWA
305
SFMG Wealth Advisors
Texas
$443K
WEC
306
Winslow Evans & Crocker
Massachusetts
$442K +$58.6K +616 +15%
AC
307
Alexandria Capital
Virginia
$438K +$1.24K +13 +0.3%
YP
308
Yellowstone Partners
Idaho
$434K +$95.2K +1,000 +28%
AFP
309
Ausdal Financial Partners
Iowa
$432K -$13.7K -144 -3%
LWAC
310
Laurel Wealth Advisors (California)
California
$431K
BSB
311
Bangor Savings Bank
Maine
$427K +$41.3K +434 +11%
PBO
312
Peoples Bank (Ohio)
Ohio
$422K -$17.1K -180 -4%
MWM
313
Mission Wealth Management
California
$410K -$51.7K -543 -11%
LW
314
Linscomb Wealth
Texas
$408K +$95 +1 +0%
PA
315
Parkside Advisors
California
$404K
MBT
316
Montecito Bank & Trust
California
$404K +$134K +1,409 +49%
LWM
317
Lenox Wealth Management
Ohio
$399K
BFEC
318
Benjamin F. Edwards & Company
Missouri
$399K +$20.2K +212 +5%
CPO
319
Cerity Partners OCIO
New York
$395K -$6.85K -72 -2%
BFPW
320
BOK Financial Private Wealth
Colorado
$392K
ZCA
321
Zeke Capital Advisors
Pennsylvania
$391K
EWA
322
EP Wealth Advisors
California
$384K
GT
323
Glenmede Trust
Pennsylvania
$384K
MCM
324
Manchester Capital Management
Vermont
$380K
William Blair & Company
325
William Blair & Company
Illinois
$367K +$38K +399 +12%