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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Modera Wealth Management
New Jersey
$258K +$104 +1 +0%
RC
427
RegentAtlantic Capital
New Jersey
$256K
GIA
428
Guyasuta Investment Advisors
Pennsylvania
$254K
MWP
429
MYCIO Wealth Partners
Pennsylvania
$252K -$21.6K -208 -8%
CWM
430
Concert Wealth Management
California
$249K -$88.7K -854 -26%
CCB
431
Cutter & Co Brokerage
Missouri
$244K +$244K +2,346 New
NL
432
NWAM LLC
Washington
$243K +$243K +2,338 New
Truist Financial
433
Truist Financial
North Carolina
$241K -$55.2K -531 -19%
SFWA
434
Summit Financial Wealth Advisors
Louisiana
$236K
LWM
435
Lenox Wealth Management
Ohio
$235K
LWA
436
Lenox Wealth Advisors
New York
$235K +$89.6K +862 +62%
DSC
437
Duncker Streett & Co
Missouri
$234K +$67.6K +651 +41%
AC
438
Addison Capital
Pennsylvania
$230K
CCM
439
Colorado Capital Management
Colorado
$229K +$6.65K +64 +3%
OC
440
Oarsman Capital
Wisconsin
$228K -$13K -125 -5%
CAM
441
Concorde Asset Management
Michigan
$227K +$227K +2,189 New
ACM
442
Armbruster Capital Management
New York
$226K
PL
443
Parthenon LLC
Kentucky
$225K
GLA
444
Good Life Advisors
Pennsylvania
$223K +$3.22K +31 +1%
CPIG
445
Chicago Partners Investment Group
Illinois
$221K +$146K +1,404 +195%
SS
446
Simplicity Solutions
Minnesota
$217K -$312K -3,004 -59%
WA
447
Waverly Advisors
Alabama
$217K +$217K +2,090 New
WTC
448
WhitTier Trust Company
Nevada
$213K
SIMM
449
Stillwater Investment Management (Minnesota)
Minnesota
$212K +$1.04K +10 +0.5%
KIA
450
KCM Investment Advisors
California
$208K