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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
301
Csenge Advisory Group
Florida
$2.15M -$26.7K -221 -1%
Two Sigma Advisers
302
Two Sigma Advisers
New York
$2.13M +$51.4K +425 +3%
SCG
303
Sonata Capital Group
Washington
$2.08M -$29.5K -244 -1%
COCM
304
Charter Oak Capital Management
New Hampshire
$2M +$1.89M +15,612 New
GSEP
305
Golden State Equity Partners
California
$2M +$1.89M +15,593 New
TC
306
Telemus Capital
Michigan
$1.96M – – –
HB
307
Homrich & Berg
Georgia
$1.96M -$55.1K -456 -3%
AP
308
Arlington Partners
Alabama
$1.92M -$59.4K -491 -3%
GI
309
GAMCO Investors
Connecticut
$1.92M – – –
EDRIA
310
Edmonds Duncan Registered Investment Advisors
Kansas
$1.9M -$968 -8 -0.1%
TCM
311
Tuttle Capital Management
Connecticut
$1.9M +$1.79M +14,802 New
WP
312
WMS Partners
Maryland
$1.87M -$9.92K -82 -0.6%
WDG
313
Wealth Dimensions Group
Ohio
$1.86M +$1.76M +14,562 New
LNC
314
Lincoln National Corp
Pennsylvania
$1.85M +$131K +1,082 +8%
CWA
315
Clarus Wealth Advisors
Arizona
$1.84M -$75.8K -627 -4%
GCM
316
Gables Capital Management
Florida
$1.84M – – –
AllianceBernstein
317
AllianceBernstein
Tennessee
$1.84M -$169K -1,395 -9%
AWS
318
AJ Wealth Strategies
New York
$1.76M +$10.2K +84 +0.6%
RWG
319
Regal Wealth Group
California
$1.75M -$23.7K -196 -1%
MIAN
320
Mariner Independent Advisor Network
Kansas
$1.75M -$8.71K -72 -0.5%
IWM
321
IHT Wealth Management
Illinois
$1.74M -$15.4K -127 -0.9%
FFN
322
Focus Financial Network
Minnesota
$1.73M -$194K -1,606 -11%
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$1.72M -$72.1K -596 -4%
TWP
324
Total Wealth Planning
Ohio
$1.71M +$6.53K +54 +0.4%
TGAM
325
TBH Global Asset Management
Tennessee
$1.7M +$1.01M +8,373 +171%