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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GG
351
Gofen & Glossberg
Illinois
$672K
EWM
352
Empirical Wealth Management
Washington
$665K -$10.3K -90 -1%
PA
353
Pinnacle Associates
New York
$661K +$9.71K +85 +1%
Brown Advisory
354
Brown Advisory
Maryland
$659K +$229 +2 +0%
FPGK
355
Financial Partners Group (Kansas)
Kansas
$656K -$2.43M -21,243 -78%
APA
356
American Portfolios Advisors
New York
$646K +$303K +2,650 +81%
BDF
357
Balasa Dinverno & Foltz
$644K +$66.4K +581 +11%
CAM
358
Concorde Asset Management
Michigan
$643K -$231K -2,025 -26%
MIFH
359
Migdal Insurance & Financial Holdings
Israel
$622K -$953K -8,341 -59%
NEPWA
360
New England Private Wealth Advisors
Massachusetts
$622K +$42.6K +373 +7%
CM
361
Churchill Management
California
$611K +$638K +5,587 New
OIA
362
OneDigital Investment Advisors
Kansas
$610K
JA
363
JOYN Advisors
Georgia
$604K
ABC
364
Associated Banc-Corp
Wisconsin
$601K
AFNAS
365
American Financial Network Advisory Services
California
$598K -$701K -6,135 -100%
RIA
366
Regal Investment Advisors
Michigan
$598K +$18.4K +161 +3%
HSA
367
HBK Sorce Advisory
Pennsylvania
$597K -$75.3K -659 -11%
DBRC
368
D.B. Root & Company
Pennsylvania
$597K +$624K +5,458 New
BFO
369
Boston Family Office
Massachusetts
$594K
WIC
370
Whitegate Investment Counselors
New Hampshire
$594K +$10.3K +90 +2%
OWD
371
Osborn Williams & Donohoe
Ohio
$589K -$4.11K -36 -0.7%
OFG
372
Oxford Financial Group
Indiana
$588K +$101K +881 +20%
RCA
373
Rex Capital Advisors
Rhode Island
$573K
IIC
374
Integrated Investment Consultants
Michigan
$572K +$598K +5,234 New
TFO
375
Tarbox Family Office
California
$569K