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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
526
Strategic Family Wealth Counselors
New Jersey
$333K +$51.4K +484 +19%
JGIA
527
Jackson Grant Investment Advisers
Connecticut
$331K +$1.8K +17 +0.6%
CA
528
Claro Advisors
Massachusetts
$331K +$23.2K +219 +8%
SFG
529
Sowa Financial Group
Rhode Island
$329K -$7.21K -68 -2%
MSAM
530
Moloney Securities Asset Management
Missouri
$328K – – –
UIA
531
UBP Investment Advisors
Switzerland
$325K – – –
EWF
532
Epstein & White Financial
California
$323K -$384K -3,622 -54%
WTB
533
Washington Trust Bank
Washington
$322K -$28.1K -265 -8%
ZF
534
Zhang Financial
Michigan
$321K -$97.9K -923 -24%
BFA
535
Beaumont Financial Advisors
Massachusetts
$320K +$3.71K +35 +1%
WPC
536
White Pine Capital
Minnesota
$319K -$73.8K -696 -19%
PCMC
537
Private Capital Management (Colorado)
Colorado
$319K +$955 +9 +0.3%
RMA
538
Roffman Miller Associates
Pennsylvania
$317K +$311K +2,931 New
WI
539
Wintrust Investments
Illinois
$316K -$209K -1,973 -40%
RHBC
540
R.H. Bluestein & Co
Michigan
$316K – – –
MOS
541
MGO One Seven
Ohio
$314K -$35.9K -338 -10%
SWM
542
SeaCrest Wealth Management
New York
$314K -$7.11K -67 -2%
BFM
543
Boston Financial Management
Massachusetts
$310K – – –
PCG
544
Private Capital Group
Connecticut
$307K +$3.93K +37 +1%
EAM
545
Evanson Asset Management
California
$306K -$133K -1,249 -31%
WF
546
Welch & Forbes
Massachusetts
$304K – – –
SWM
547
Stockman Wealth Management
Montana
$303K – – –
Verition Fund Management
548
Verition Fund Management
Connecticut
$303K +$297K +2,801 New
CA
549
Crewe Advisors
Utah
$301K – – –
VC
550
Veracity Capital
Georgia
$299K -$126K -1,191 -30%