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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCP
501
Blue Chip Partners
Michigan
$395K -$165K -1,554 -30%
AC
502
Alexandria Capital
Virginia
$393K -$103K -974 -21%
AWA
503
ARQ Wealth Advisors
Arizona
$390K
FIB
504
First Interstate Bank
Montana
$387K +$61.4K +579 +19%
RIA
505
Regal Investment Advisors
Michigan
$386K +$378K +3,566 New
APA
506
American Portfolios Advisors
New York
$384K -$64.5K -608 -15%
TFA
507
TPG Financial Advisors
Oregon
$383K -$233K -2,198 -38%
KLI
508
Kelman-Lazarov Inc
Tennessee
$379K +$371K +3,500 New
Koshinski Asset Management
509
Koshinski Asset Management
Illinois
$373K +$4.56K +43 +1%
GRP
510
Global Retirement Partners
California
$370K -$135K -1,273 -27%
RC
511
RegentAtlantic Capital
New Jersey
$369K
CCMD
512
Cypress Capital Management (Delaware)
Delaware
$366K
GFP
513
Gryphon Financial Partners
Ohio
$366K
LJAC
514
L.J. Altfest & Co
New York
$364K -$57K -537 -14%
CIC
515
Carnegie Investment Counsel
Ohio
$358K +$55.7K +525 +19%
RG
516
Rikoon Group
New Mexico
$357K +$2.65K +25 +0.8%
AP
517
Appleton Partners
Massachusetts
$356K -$2.65K -25 -0.8%
DBRC
518
D.B. Root & Company
Pennsylvania
$355K +$2.23K +21 +0.6%
AIS
519
American Investment Services
Massachusetts
$353K +$20.7K +195 +6%
SSB
520
Sandy Spring Bank
Maryland
$351K -$61.3K -578 -15%
SMFS
521
Squar Milner Financial Services
California
$349K -$743 -7 -0.2%
CAI
522
Capital Advisors Inc
Oklahoma
$348K
TW
523
Towerpoint Wealth
California
$339K
WA
524
WBH Advisory
Maryland
$333K +$23.6K +222 +8%
SFWC
525
Strategic Family Wealth Counselors
New Jersey
$333K +$51.4K +484 +19%