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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
501
Winslow Evans & Crocker
Massachusetts
$400K +$13.7K +129 +4%
BCP
502
Blue Chip Partners
Michigan
$395K -$165K -1,554 -30%
AC
503
Alexandria Capital
Virginia
$393K -$103K -974 -21%
AWA
504
ARQ Wealth Advisors
Arizona
$390K – – –
FIB
505
First Interstate Bank
Montana
$387K +$61.4K +579 +19%
RIA
506
Regal Investment Advisors
Michigan
$386K +$378K +3,566 New
APA
507
American Portfolios Advisors
New York
$384K -$64.5K -608 -15%
TFA
508
TPG Financial Advisors
Oregon
$383K -$233K -2,198 -38%
KLI
509
Kelman-Lazarov Inc
Tennessee
$379K +$371K +3,500 New
Koshinski Asset Management
510
Koshinski Asset Management
Illinois
$373K +$4.56K +43 +1%
GRP
511
Global Retirement Partners
California
$370K -$135K -1,273 -27%
RC
512
RegentAtlantic Capital
New Jersey
$369K – – –
CCMD
513
Cypress Capital Management (Delaware)
Delaware
$366K – – –
GFP
514
Gryphon Financial Partners
Ohio
$366K – – –
LJAC
515
L.J. Altfest & Co
New York
$364K -$57K -537 -14%
CIC
516
Carnegie Investment Counsel
Ohio
$358K +$55.7K +525 +19%
RG
517
Rikoon Group
New Mexico
$357K +$2.65K +25 +0.8%
AP
518
Appleton Partners
Massachusetts
$356K -$2.65K -25 -0.8%
DBRC
519
D.B. Root & Company
Pennsylvania
$355K +$2.23K +21 +0.6%
AIS
520
American Investment Services
Massachusetts
$353K +$20.7K +195 +6%
SSB
521
Sandy Spring Bank
Maryland
$351K -$61.3K -578 -15%
SMFS
522
Squar Milner Financial Services
California
$349K -$743 -7 -0.2%
CAI
523
Capital Advisors Inc
Oklahoma
$348K – – –
TW
524
Towerpoint Wealth
California
$339K – – –
WA
525
WBH Advisory
Maryland
$333K +$23.6K +222 +8%