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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
376
Trail Ridge Investment Advisors
Colorado
$1.96M +$1.91M +12,536 New
OC
377
Oppenheimer & Co
New York
$1.95M +$760 +5 +0%
BA
378
Bristlecone Advisors
Washington
$1.92M +$57K +375 +3%
VFA
379
Valeo Financial Advisors
Indiana
$1.92M +$465K +3,060 +33%
MFT
380
Moisand Fitzgerald Tamayo
Florida
$1.91M -$19.5K -128 -1%
WFA
381
Wellspring Financial Advisors
Ohio
$1.9M +$3.65K +24 +0.2%
RWG
382
Regal Wealth Group
California
$1.89M +$304 +2 +0%
WFAG
383
Wescott Financial Advisory Group
Pennsylvania
$1.89M +$229K +1,508 +14%
CFGS
384
Concourse Financial Group Securities
Alabama
$1.88M -$174K -1,144 -9%
BMCM
385
Bryn Mawr Capital Management
Pennsylvania
$1.87M -$121K -794 -6%
RhumbLine Advisers
386
RhumbLine Advisers
Massachusetts
$1.87M – – –
WP
387
WMS Partners
Maryland
$1.86M -$150K -984 -8%
GPWA
388
Great Point Wealth Advisors
Massachusetts
$1.85M – – –
ACK
389
Andrew C. Karlinski
$1.84M +$1.79M +11,752 New
WCM
390
WealthBridge Capital Management
Ohio
$1.82M -$364K -2,391 -17%
Franklin Resources
391
Franklin Resources
California
$1.82M -$21.3K -140 -1%
TPWA
392
TRUE Private Wealth Advisors
Oregon
$1.8M +$57K +375 +3%
HSA
393
HBK Sorce Advisory
Pennsylvania
$1.8M -$1.41M -9,249 -45%
USAA
394
United Services Automobile Association
Texas
$1.77M -$1.39M -9,123 -45%
GT
395
Glenview Trust
Kentucky
$1.75M +$114K +747 +7%
MWM
396
Mattern Wealth Management
Kansas
$1.74M – – –
FWP
397
Falcon Wealth Planning
California
$1.72M -$8.67K -57 -0.5%
HR
398
Hayden Royal
North Carolina
$1.72M +$5.17K +34 +0.3%
NL
399
NWAM LLC
Washington
$1.72M +$213K +1,403 +15%
KBFS
400
Kohmann Bosshard Financial Services
Ohio
$1.71M – – –