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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
526
Sowell Financial Services
Arkansas
$337K -$1.11M -9,358 -73%
FNBOSM
527
First National Bank of South Miami
Florida
$329K -$107K -896 -21%
RC
528
RegentAtlantic Capital
New Jersey
$329K
IF
529
Ironwood Financial
Arizona
$327K -$1.67M -14,069 -81%
Koshinski Asset Management
530
Koshinski Asset Management
Illinois
$327K -$92.3K -776 -19%
GFP
531
Gryphon Financial Partners
Ohio
$326K
SIA
532
Soltis Investment Advisors
Utah
$326K +$145K +1,219 +56%
CCMD
533
Cypress Capital Management (Delaware)
Delaware
$325K
GTAM
534
Global Trust Asset Management
Florida
$324K
AWM
535
Aevitas Wealth Management
Massachusetts
$322K +$398K +3,341 New
HIA
536
Harbor Investment Advisory
Maryland
$319K
AP
537
Appleton Partners
Massachusetts
$319K +$15.5K +130 +4%
CFA
538
Carroll Financial Associates
North Carolina
$317K +$48.4K +407 +14%
HA
539
Hamel Associates
New Jersey
$315K -$496K -4,165 -56%
RG
540
Rikoon Group
New Mexico
$315K
DBRC
541
D.B. Root & Company
Pennsylvania
$314K -$18.8K -158 -5%
GAM
542
Gemmer Asset Management
California
$314K +$212K +1,778 +120%
WTB
543
Washington Trust Bank
Washington
$312K -$18.8K -158 -5%
MOS
544
MGO One Seven
Ohio
$311K +$145K +1,217 +60%
SMFS
545
Squar Milner Financial Services
California
$310K
TW
546
Towerpoint Wealth
California
$302K
COF
547
Capital One Financial
Virginia
$301K +$372K +3,125 New
SFG
548
Sowa Financial Group
Rhode Island
$299K -$25.3K -213 -6%
TRCT
549
Tower Research Capital (TRC)
New York
$298K -$1.78M -14,964 -83%
DWM
550
Destination Wealth Management
California
$298K +$368K +3,091 New