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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOC
351
Koss-Olinger Consulting
Florida
$1.99M -$52K -353 -3%
PA
352
Prism Advisors
California
$1.94M +$1.22M +8,251 +169%
RSWM
353
Robertson Stephens Wealth Management
California
$1.93M -$124K -841 -6%
PAS
354
Park Avenue Securities
New York
$1.92M +$909K +6,174 +90%
WP
355
WealthSource Partners
California
$1.91M +$7.66K +52 +0.4%
TWP
356
Total Wealth Planning
Ohio
$1.91M -$61.7K -419 -3%
FC
357
Ferris Capital
Massachusetts
$1.91M +$1.29M +8,761 +209%
SB
358
Simmons Bank
Arkansas
$1.9M +$1.57M +10,644 +479%
GVAG
359
Great Valley Advisor Group
Delaware
$1.89M +$345K +2,341 +22%
MFW
360
Meristem Family Wealth
Minnesota
$1.89M -$24.6K -167 -1%
BMCM
361
Bryn Mawr Capital Management
Pennsylvania
$1.88M
EIP
362
Ellis Investment Partners
Pennsylvania
$1.88M +$261K +1,769 +16%
FHC
363
First Horizon Corporation
Tennessee
$1.88M +$181K +1,231 +11%
DADC
364
D.A. Davidson & Co
Montana
$1.85M +$18.1K +123 +1%
MFT
365
Moisand Fitzgerald Tamayo
Florida
$1.83M -$13.3K -90 -0.7%
CFGS
366
Concourse Financial Group Securities
Alabama
$1.81M +$11.3K +77 +0.6%
HSA
367
HBK Sorce Advisory
Pennsylvania
$1.79M +$999K +6,781 +126%
WFA
368
Wellspring Financial Advisors
Ohio
$1.78M +$13.4K +91 +0.8%
RWG
369
Regal Wealth Group
California
$1.77M -$74.5K -506 -4%
RhumbLine Advisers
370
RhumbLine Advisers
Massachusetts
$1.76M
NEWAS
371
N.E.W. Advisory Services
Wisconsin
$1.75M -$455K -3,091 -21%
GPWA
372
Great Point Wealth Advisors
Massachusetts
$1.75M
APP
373
Avantax Planning Partners
Iowa
$1.74M -$19.4K -132 -1%
BA
374
Bristlecone Advisors
Washington
$1.71M +$22.7K +154 +1%
JWA
375
JFS Wealth Advisors
Pennsylvania
$1.7M +$888K +6,029 +110%