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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
451
Lenox Wealth Advisors
New York
$299K +$50.1K +452 +20%
BEC
452
Blue Edge Capital
Virginia
$297K -$16K -144 -5%
CPSAC
453
Chas P. Smith & Associates (CPS)
Florida
$297K
NCM
454
Narwhal Capital Management
Georgia
$297K
Jane Street
455
Jane Street
New York
$297K +$37.2K +336 +14%
NL
456
NWAM LLC
Washington
$296K -$384K -3,465 -56%
AT
457
Arden Trust
Delaware
$293K -$27.1K -245 -8%
QCG
458
Quadrant Capital Group
Ohio
$293K -$11.5K -104 -4%
Prudential Financial
459
Prudential Financial
New Jersey
$293K +$295K +2,663 New
SYBT
460
Stock Yards Bank & Trust
Kentucky
$292K
CWM
461
Chesapeake Wealth Management
Virginia
$290K +$25.5K +230 +10%
CCM
462
Coldstream Capital Management
Washington
$289K
DY
463
Dowling & Yahnke
California
$288K
RG
464
Rikoon Group
New Mexico
$288K +$111 +1 +0%
SWM
465
SeaCrest Wealth Management
New York
$287K
BBA
466
Braun-Bostich & Associates
Pennsylvania
$286K -$55.2K -498 -16%
CIC
467
Carnegie Investment Counsel
Ohio
$281K -$1.33K -12 -0.5%
AF
468
Alerus Financial
North Dakota
$278K
CCMD
469
Cypress Capital Management (Delaware)
Delaware
$277K
SB
470
Simmons Bank
Arkansas
$274K
WPC
471
White Pine Capital
Minnesota
$274K +$275K +2,485 New
MWP
472
MYCIO Wealth Partners
Pennsylvania
$273K
MWAC
473
Mariner Wealth Advisors (Cincinnati)
Ohio
$271K +$44.3K +400 +19%
WA
474
WBH Advisory
Maryland
$270K +$272K +2,453 New
AWM
475
AE Wealth Management
Kansas
$269K -$14.8K -134 -5%