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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATFA
476
All Terrain Financial Advisors
Minnesota
$302K -$241K -2,100 -45%
HIIFS
477
Harel Insurance Investments & Financial Services
Israel
$301K +$57.4K +500 +24%
VDI
478
Vaughan David Investments
Illinois
$297K +$48.5K +423 +20%
DAS
479
Dynamic Advisor Solutions
Arizona
$294K -$1.01M -8,789 -78%
RG
480
Rikoon Group
New Mexico
$294K -$7.46K -65 -2%
CA
481
Calton & Associates
Florida
$293K -$39.1K -341 -12%
AF
482
Alerus Financial
North Dakota
$292K
CCMD
483
Cypress Capital Management (Delaware)
Delaware
$292K
MWP
484
MYCIO Wealth Partners
Pennsylvania
$289K +$1.84K +16 +0.6%
DY
485
Dowling & Yahnke
California
$286K -$16.1K -140 -5%
WA
486
WBH Advisory
Maryland
$284K
KA
487
Klingman & Associates
New York
$279K
CWM
488
Chesapeake Wealth Management
Virginia
$277K -$28.7K -250 -9%
CCM
489
Colorado Capital Management
Colorado
$276K
SE
490
Summit Equities
New Jersey
$276K +$12.4K +108 +5%
AA
491
Ancora Advisors
Ohio
$275K +$16.1K +140 +6%
CAM
492
Close Asset Management
United Kingdom
$272K -$74.6K -650 -22%
WG
493
Welch Group
Alabama
$272K
GTAM
494
Global Trust Asset Management
Florida
$270K
CFA
495
Camarda Financial Advisors
Florida
$266K -$16K -139 -6%
Lazard Asset Management
496
Lazard Asset Management
New York
$266K
CFA
497
Capstone Financial Advisors
Illinois
$264K
WSTAM
498
Wilbanks Smith & Thomas Asset Management
Virginia
$264K
MWAC
499
Mariner Wealth Advisors (Cincinnati)
Ohio
$262K -$23K -200 -8%
FDS
500
Freedom Day Solutions
Texas
$261K +$4.82K +42 +2%