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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Sequent Asset Management
Texas
$955K +$24.7K +174 +2%
WH
502
Whitcomb & Hess
Ohio
$953K +$308K +2,171 +41%
MBT
503
Montecito Bank & Trust
California
$951K -$211K -1,490 -17%
HSA
504
HBK Sorce Advisory
Pennsylvania
$942K +$170K +1,200 +20%
EK
505
Evensky & Katz
Florida
$925K +$2.55K +18 +0.3%
Koshinski Asset Management
506
Koshinski Asset Management
Illinois
$924K -$228K -1,612 -18%
TIM
507
Total Investment Management
Arizona
$921K +$80.2K +566 +9%
SF
508
Summit Financial
New Jersey
$920K +$255K +1,798 +34%
ACIM
509
Azimuth Capital Investment Management
Michigan
$915K -$131K -928 -12%
AC
510
AWM Capital
Arizona
$914K
CAM
511
Concorde Asset Management
Michigan
$911K +$379K +2,678 +61%
PA
512
Pinnacle Associates
New York
$908K -$1.42K -10 -0.1%
Bessemer Group
513
Bessemer Group
New Jersey
$901K +$517K +3,647 +108%
CAM
514
Close Asset Management
United Kingdom
$894K
DCM
515
Dimension Capital Management
Florida
$894K
OPWM
516
Oxinas Partners Wealth Management
Indiana
$893K -$15.4K -109 -2%
CWM
517
Connecticut Wealth Management
Connecticut
$891K -$127K -895 -11%
JIP
518
Jaffetilchin Investment Partners
Florida
$890K +$5.67K +40 +0.6%
TNB
519
Thomasville National Bank
Georgia
$890K +$37K +261 +4%
PA
520
PSI Advisors
Florida
$889K -$430K -3,036 -31%
WCP
521
Wick Capital Partners
Pennsylvania
$880K -$947K -6,680 -49%
CWC
522
Carolinas Wealth Consulting
North Carolina
$871K +$1.56K +11 +0.2%
RIL
523
Rothschild Investment LLC
Illinois
$871K +$960K +6,778 New
TGAM
524
TBH Global Asset Management
Tennessee
$869K +$56.7K +400 +6%
FCI
525
Financial Counselors Inc
Kansas
$868K +$35.4K +250 +4%