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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
526
Prio Wealth Limited Partnership
Massachusetts
$1.17M -$450K -2,975 -28%
PA
527
Pinnacle Associates
New York
$1.17M +$59.1K +391 +5%
SAM
528
Sequent Asset Management
Texas
$1.17M – – –
TIM
529
Total Investment Management
Arizona
$1.16M +$33.4K +221 +3%
DPI
530
Diversified Portfolios Inc
Michigan
$1.16M +$7.56K +50 +0.7%
9WM
531
9258 Wealth Management
Ohio
$1.15M -$9.82K -65 -0.8%
SAM
532
Smithbridge Asset Management
Pennsylvania
$1.14M -$18.6K -123 -2%
CWC
533
Carolinas Wealth Consulting
North Carolina
$1.14M +$97K +642 +9%
WOC
534
West Oak Capital
California
$1.13M +$26.4K +175 +2%
SWA
535
SOA Wealth Advisors
New York
$1.11M – – –
Koshinski Asset Management
536
Koshinski Asset Management
Illinois
$1.11M -$29.6K -196 -3%
TWM
537
TMD Wealth Management
Arizona
$1.1M -$510K -3,377 -32%
EK
538
Evensky & Katz
Florida
$1.09M +$36.6K +242 +3%
TA
539
TrueWealth Advisors
Alabama
$1.07M -$26K -172 -2%
KM
540
Kalos Management
Georgia
$1.06M -$615K -4,071 -37%
CAM
541
Close Asset Management
United Kingdom
$1.06M – – –
TNB
542
Thomasville National Bank
Georgia
$1.05M -$11.8K -78 -1%
DCM
543
Dimension Capital Management
Florida
$1.05M – – –
JIP
544
Jaffetilchin Investment Partners
Florida
$1.05M -$9.07K -60 -0.9%
NEWAS
545
N.E.W. Advisory Services
Wisconsin
$1.05M – – –
KF
546
Krilogy Financial
Missouri
$1.05M -$108K -714 -9%
AA
547
Argent Advisors
Louisiana
$1.04M +$55.3K +366 +6%
RIL
548
Rothschild Investment LLC
Illinois
$1.04M +$3.63K +24 +0.4%
GAM
549
Gemmer Asset Management
California
$1.03M +$242K +1,600 +31%
TIA
550
Tiemann Investment Advisors
California
$1.03M -$2.27K -15 -0.2%