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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
426
Azimuth Capital Management
Michigan
$1.15M -$7.6K -51 -0.6%
BCA
427
Bay Colony Advisors
Massachusetts
$1.15M +$8.2K +55 +0.7%
LNC
428
Lincoln National Corp
Pennsylvania
$1.14M -$395K -2,650 -25%
WPWM
429
Windward Private Wealth Management
Kansas
$1.13M – – –
EFS
430
Essex Financial Services
Connecticut
$1.13M +$63.5K +426 +6%
MBT
431
Montecito Bank & Trust
California
$1.13M +$315K +2,115 +38%
NSB
432
Norway Savings Bank
Maine
$1.12M -$141K -945 -11%
EIA
433
Eldridge Investment Advisors
New Hampshire
$1.12M +$20.1K +135 +2%
RJT
434
Raymond James Trust
Florida
$1.11M -$6.71K -45 -0.6%
RIA
435
Realta Investment Advisors
Delaware
$1.11M +$24.1K +162 +2%
MLICM
436
Metropolitan Life Insurance Company (MetLife)
New York
$1.11M -$1.16M -7,800 -51%
PCS
437
Personal CFO Solutions
New Jersey
$1.1M -$44.4K -298 -4%
TGAM
438
TBH Global Asset Management
Tennessee
$1.1M +$91.8K +616 +9%
BFPW
439
BOK Financial Private Wealth
Colorado
$1.09M -$1.34K -9 -0.1%
CL
440
Choreo LLC
Illinois
$1.09M +$18.5K +124 +2%
SDWMA
441
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.09M +$8.05K +54 +0.7%
CC
442
Cadinha & Co
Hawaii
$1.08M – – –
BFA
443
Beacon Financial Advisory
Ohio
$1.08M +$53.1K +356 +5%
Prudential Financial
444
Prudential Financial
New Jersey
$1.07M -$174K -1,168 -14%
9WM
445
9258 Wealth Management
Ohio
$1.06M – – –
EK
446
Evensky & Katz
Florida
$1.04M -$745 -5 -0.1%
CPSC
447
Carl P. Sherr & Co
Massachusetts
$1.04M -$14.9K -100 -1%
LSPW
448
Lake Street Private Wealth
Illinois
$1.04M +$254K +1,707 +31%
HA
449
Harborview Advisors
Maine
$1.02M -$596 -4 -0.1%
CPIG
450
Chicago Partners Investment Group
Illinois
$1.02M -$186K -1,251 -16%