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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Cahaba Wealth Management
Georgia
$2.33M -$143K -1,060 -6%
COCM
327
Charter Oak Capital Management
New Hampshire
$2.31M +$103K +768 +5%
TFA
328
Tobias Financial Advisors
Florida
$2.3M +$1.17M +8,706 +115%
HB
329
Homrich & Berg
Georgia
$2.28M +$113K +841 +5%
HCA
330
Heck Capital Advisors
Wisconsin
$2.24M +$1.57M +11,637 +276%
BOH
331
Bank of Hawaii
Hawaii
$2.23M -$177K -1,318 -8%
KM
332
Kalos Management
Georgia
$2.22M +$1.77M +13,177 +713%
SCG
333
Sonata Capital Group
Washington
$2.21M -$85.2K -633 -4%
TC
334
Telemus Capital
Michigan
$2.18M -$13.5K -100 -0.7%
AWP
335
Ascent Wealth Partners
New York
$2.14M +$499K +3,707 +32%
NEWAS
336
N.E.W. Advisory Services
Wisconsin
$2.13M -$936K -6,949 -32%
GI
337
GAMCO Investors
Connecticut
$2.12M
AllianceBernstein
338
AllianceBernstein
Tennessee
$2.08M +$48.1K +357 +2%
WP
339
WMS Partners
Maryland
$2.05M -$17.5K -130 -0.9%
LNC
340
Lincoln National Corp
Pennsylvania
$2.04M +$1.08K +8 +0.1%
WDG
341
Wealth Dimensions Group
Ohio
$2.04M -$18.3K -136 -0.9%
GCM
342
Gables Capital Management
Florida
$2.04M
EDRIA
343
Edmonds Duncan Registered Investment Advisors
Kansas
$2.01M +$9.29K +69 +0.5%
RSWM
344
Robertson Stephens Wealth Management
California
$1.96M +$1.56M +11,587 +502%
PPA
345
Parametric Portfolio Associates
Washington
$1.96M +$765K +5,682 +69%
ATPW
346
Ashton Thomas Private Wealth
Arizona
$1.96M +$377K +2,799 +25%
KOC
347
Koss-Olinger Consulting
Florida
$1.95M +$1.86M +13,813 New
AWS
348
AJ Wealth Strategies
New York
$1.95M +$8.89K +66 +0.5%
TWM
349
Tolleson Wealth Management
Texas
$1.94M -$1.07M -7,943 -37%
MFG
350
Magnus Financial Group
New York
$1.94M +$756K +5,613 +69%