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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
501
Arax Advisory Partners
Colorado
$397K -$24.9M -219,933 -98%
SFPM
502
Sensible Financial Planning & Management
Massachusetts
$394K -$71.7K -633 -15%
HPWM
503
Highland Private Wealth Management
Washington
$394K -$68K -600 -15%
KLI
504
Kelman-Lazarov Inc
Tennessee
$394K – – –
Koshinski Asset Management
505
Koshinski Asset Management
Illinois
$392K -$13K -115 -3%
FFA
506
Founders Financial Alliance
North Carolina
$388K +$380K +3,353 New
RC
507
RegentAtlantic Capital
New Jersey
$384K – – –
PS
508
Planned Solutions
California
$384K +$387K +3,416 New
GFP
509
Gryphon Financial Partners
Ohio
$381K – – –
CCMD
510
Cypress Capital Management (Delaware)
Delaware
$380K – – –
PFBT
511
Parkside Financial Bank & Trust
Missouri
$378K -$129K -1,142 -25%
AP
512
Appleton Partners
Massachusetts
$370K – – –
MAFM
513
Mid Atlantic Financial Management
Pennsylvania
$370K +$82.7K +730 +31%
RHBC
514
R.H. Bluestein & Co
Michigan
$369K +$40.8K +360 +12%
CAI
515
Capital Advisors Inc
Oklahoma
$367K +$23.2K +205 +7%
AIS
516
American Investment Services
Massachusetts
$366K – – –
RG
517
Rikoon Group
New Mexico
$361K -$9.97K -88 -3%
TW
518
Towerpoint Wealth
California
$348K -$4.53K -40 -1%
PWPS
519
Pinnacle Wealth Planning Services
Ohio
$347K -$356K -3,140 -50%
JGIA
520
Jackson Grant Investment Advisers
Connecticut
$347K +$2.61K +23 +0.8%
SFWC
521
Strategic Family Wealth Counselors
New Jersey
$346K – – –
WA
522
WBH Advisory
Maryland
$346K +$340 +3 +0.1%
CA
523
Claro Advisors
Massachusetts
$346K +$1.93K +17 +0.6%
SYBT
524
Stock Yards Bank & Trust
Kentucky
$345K +$47.3K +417 +16%
JIC
525
Joel Isaacson & Co
New York
$345K +$64.5K +569 +23%