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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PL
526
Plancorp LLC
Missouri
$343K -$81.7K -721 -19%
MSAM
527
Moloney Securities Asset Management
Missouri
$341K
UIA
528
UBP Investment Advisors
Switzerland
$337K
CWM
529
Cabot Wealth Management
Massachusetts
$337K +$339K +2,994 New
FI
530
FormulaFolio Investments
Michigan
$337K +$340K +3,000 New
WTB
531
Washington Trust Bank
Washington
$335K
PCMC
532
Private Capital Management (Colorado)
Colorado
$332K +$453 +4 +0.1%
WPC
533
White Pine Capital
Minnesota
$331K
NAM
534
NorthCoast Asset Management
Connecticut
$329K -$287K -2,529 -46%
WI
535
Wintrust Investments
Illinois
$329K +$227 +2 +0.1%
VFA
536
Voya Financial Advisors
Connecticut
$328K -$170K -1,504 -34%
BFA
537
Beaumont Financial Advisors
Massachusetts
$328K -$3.97K -35 -1%
SWM
538
SeaCrest Wealth Management
New York
$327K +$567 +5 +0.2%
APA
539
American Portfolios Advisors
New York
$327K -$73.1K -645 -18%
PCG
540
Private Capital Group
Connecticut
$319K
EAM
541
Evanson Asset Management
California
$318K +$113 +1 +0%
WF
542
Welch & Forbes
Massachusetts
$316K
SWM
543
Stockman Wealth Management
Montana
$315K
AB
544
Atlas Brown
Kentucky
$314K +$2.95K +26 +0.9%
DBRC
545
D.B. Root & Company
Pennsylvania
$313K -$56.2K -496 -15%
LJAC
546
L.J. Altfest & Co
New York
$312K -$67K -591 -18%
SDAM
547
Shulman DeMeo Asset Management
New York
$311K +$2.15K +19 +0.7%
Wolverine Trading
548
Wolverine Trading
Illinois
$310K +$19.8K +175 +7%
IWS
549
Insight Wealth Strategies
California
$309K -$382K -3,368 -55%
PWA
550
Peterson Wealth Advisors
Utah
$309K