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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
426
Sterling Investment Counsel
New York
$2.38M +$361K +2,246 +20%
WCM
427
WealthBridge Capital Management
Ohio
$2.38M +$27.8K +173 +1%
BMCM
428
Bryn Mawr Capital Management
Pennsylvania
$2.37M -$56.3K -350 -3%
SCG
429
Sonata Capital Group
Washington
$2.37M -$31.8K -198 -1%
MCC
430
Money Concepts Capital
Florida
$2.35M -$180K -1,121 -8%
GCM
431
Gables Capital Management
Florida
$2.32M
BJL
432
Brighton Jones LLC
Washington
$2.31M +$241K +1,500 +13%
SIC
433
Sigma Investment Counselors
Michigan
$2.25M -$47.4K -295 -2%
HIS
434
Harvest Investment Services
Illinois
$2.23M -$23K -143 -1%
HP
435
Holistic Planning
Texas
$2.23M +$2.06M +12,796 New
HSBC Holdings
436
HSBC Holdings
United Kingdom
$2.22M +$1.48M +9,190 +257%
SWA
437
Strategies Wealth Advisors
Michigan
$2.21M -$1.13K -7 -0.1%
CWM
438
Castle Wealth Management
Florida
$2.2M -$8.04K -50 -0.4%
SIA
439
Sage Investment Advisers
New York
$2.2M +$169K +1,053 +9%
LNC
440
Lincoln National Corp
Pennsylvania
$2.19M +$80.5K +501 +4%
PCH
441
PGIM Custom Harvest
New Jersey
$2.17M +$91.1K +567 +5%
AFS
442
AFG Fiduciary Services
Massachusetts
$2.17M -$46.6K -290 -2%
CI
443
Conning Inc
Connecticut
$2.17M +$1.68M +10,425 +506%
LA
444
Lane & Associates
New Jersey
$2.16M -$11.7K -73 -0.6%
TIM
445
Total Investment Management
Arizona
$2.16M +$19.4K +121 +1%
ARC
446
Advisor Resource Council
Texas
$2.16M +$1.99M +12,407 New
WFA
447
Wellspring Financial Advisors
Ohio
$2.12M +$53.7K +334 +3%
AIM
448
Alhambra Investment Management
Florida
$2.12M -$71.5K -445 -4%
SF
449
SWP Financial
California
$2.11M +$1.95M +12,139 New
RWG
450
Regal Wealth Group
California
$2.09M +$5.46K +34 +0.3%