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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIR
476
Clear Investment Research
Georgia
$1.29M -$213K -1,383 -14%
IDA
477
Intelligence Driven Advisers
California
$1.29M -$1.51M -9,810 -54%
HCC
478
Hirtle Callaghan & Co
Pennsylvania
$1.29M +$239K +1,555 +23%
DPI
479
Diversified Portfolios Inc
Michigan
$1.28M +$40K +260 +3%
KM
480
Kalos Management
Georgia
$1.27M +$251K +1,632 +24%
CB
481
Commerce Bank
Missouri
$1.27M – – –
LF
482
Lee Financial
Texas
$1.26M -$3.08K -20 -0.2%
ACM
483
Azimuth Capital Management
Michigan
$1.25M +$6.92K +45 +0.6%
IWN
484
Independent Wealth Network
Iowa
$1.25M +$722K +4,691 +140%
PA
485
Pinnacle Associates
New York
$1.25M -$15.5K -101 -1%
SIA
486
Sage Investment Advisers
New York
$1.25M +$109K +710 +10%
EIA
487
Eldridge Investment Advisors
New Hampshire
$1.24M +$5.39K +35 +0.4%
OLVIG
488
Oliver Lagore Vanvalin Investment Group
Michigan
$1.24M +$1.22M +7,957 New
RIA
489
Realta Investment Advisors
Delaware
$1.22M +$36.5K +237 +3%
IWM
490
IHT Wealth Management
Illinois
$1.22M -$15.5K -101 -1%
DSA
491
Davis Selected Advisers
Arizona
$1.21M -$19.2M -125,024 -94%
BFA
492
Beacon Financial Advisory
Ohio
$1.2M +$40.2K +261 +3%
WPWM
493
Windward Private Wealth Management
Kansas
$1.19M -$22.2K -144 -2%
CC
494
Cadinha & Co
Hawaii
$1.19M +$30.8K +200 +3%
TGAM
495
TBH Global Asset Management
Tennessee
$1.19M +$37.4K +243 +3%
BF
496
Blankinship & Foster
California
$1.19M -$80K -520 -6%
SDWMA
497
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.18M +$14.8K +96 +1%
SG
498
StoneX Group
New York
$1.17M +$8K +52 +0.7%
BFPW
499
BOK Financial Private Wealth
Colorado
$1.17M -$2.15K -14 -0.2%
Millennium Management
500
Millennium Management
New York
$1.16M -$1.6M -10,372 -58%