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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
526
Highland Private Wealth Management
Washington
$338K – – –
SFS
527
Sowell Financial Services
Arkansas
$337K -$1.11M -9,358 -73%
FNBOSM
528
First National Bank of South Miami
Florida
$329K -$107K -896 -21%
RC
529
RegentAtlantic Capital
New Jersey
$329K – – –
IF
530
Ironwood Financial
Arizona
$327K -$1.67M -14,069 -81%
Koshinski Asset Management
531
Koshinski Asset Management
Illinois
$327K -$92.3K -776 -19%
GFP
532
Gryphon Financial Partners
Ohio
$326K – – –
SIA
533
Soltis Investment Advisors
Utah
$326K +$145K +1,219 +56%
CCMD
534
Cypress Capital Management (Delaware)
Delaware
$325K – – –
GTAM
535
Global Trust Asset Management
Florida
$324K – – –
AWM
536
Aevitas Wealth Management
Massachusetts
$322K +$398K +3,341 New
HIA
537
Harbor Investment Advisory
Maryland
$319K – – –
AP
538
Appleton Partners
Massachusetts
$319K +$15.5K +130 +4%
CFA
539
Carroll Financial Associates
North Carolina
$317K +$48.4K +407 +14%
HA
540
Hamel Associates
New Jersey
$315K -$496K -4,165 -56%
RG
541
Rikoon Group
New Mexico
$315K – – –
DBRC
542
D.B. Root & Company
Pennsylvania
$314K -$18.8K -158 -5%
GAM
543
Gemmer Asset Management
California
$314K +$212K +1,778 +120%
WTB
544
Washington Trust Bank
Washington
$312K -$18.8K -158 -5%
MOS
545
MGO One Seven
Ohio
$311K +$145K +1,217 +60%
SMFS
546
Squar Milner Financial Services
California
$310K – – –
TW
547
Towerpoint Wealth
California
$302K – – –
COF
548
Capital One Financial
Virginia
$301K +$372K +3,125 New
SFG
549
Sowa Financial Group
Rhode Island
$299K -$25.3K -213 -6%
TRCT
550
Tower Research Capital (TRC)
New York
$298K -$1.78M -14,964 -83%