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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMD
426
Cypress Capital Management (Delaware)
Delaware
$264K
MWM
427
Modera Wealth Management
New Jersey
$260K
RC
428
RegentAtlantic Capital
New Jersey
$259K
GIA
429
Guyasuta Investment Advisors
Pennsylvania
$256K
MWP
430
MYCIO Wealth Partners
Pennsylvania
$255K
W
431
Wealthfront
California
$247K -$48K -461 -16%
Truist Financial
432
Truist Financial
North Carolina
$244K
PAM
433
Peak Asset Management
Colorado
$239K -$32.7K -314 -12%
SFWA
434
Summit Financial Wealth Advisors
Louisiana
$238K
LWA
435
Lenox Wealth Advisors
New York
$237K
LWM
436
Lenox Wealth Management
Ohio
$237K
LCM
437
Lucas Capital Management
New Jersey
$236K -$41.7K -400 -15%
DSC
438
Duncker Streett & Co
Missouri
$236K
OC
439
Oarsman Capital
Wisconsin
$233K +$3.13K +30 +1%
AC
440
Addison Capital
Pennsylvania
$232K
CCM
441
Colorado Capital Management
Colorado
$230K
ACM
442
Armbruster Capital Management
New York
$228K
FHA
443
First Horizon Advisors
Tennessee
$226K -$78.4K -753 -26%
VCP
444
Vista Capital Partners
Oregon
$221K -$57.3K -550 -21%
BC
445
Bartlett & Co
Ohio
$218K -$678K -6,510 -76%
NL
446
NWAM LLC
Washington
$216K -$28.8K -276 -12%
WTC
447
WhitTier Trust Company
Nevada
$215K
SIMM
448
Stillwater Investment Management (Minnesota)
Minnesota
$215K +$1.25K +12 +0.6%
KIA
449
KCM Investment Advisors
California
$210K
AAM
450
Aureus Asset Management
Massachusetts
$209K