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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
526
Sequent Asset Management
Texas
$1.17M
TIM
527
Total Investment Management
Arizona
$1.16M +$33.4K +221 +3%
DPI
528
Diversified Portfolios Inc
Michigan
$1.16M +$7.56K +50 +0.7%
9WM
529
9258 Wealth Management
Ohio
$1.15M -$9.82K -65 -0.8%
SAM
530
Smithbridge Asset Management
Pennsylvania
$1.14M -$18.6K -123 -2%
CWC
531
Carolinas Wealth Consulting
North Carolina
$1.14M +$97K +642 +9%
WOC
532
West Oak Capital
California
$1.13M +$26.4K +175 +2%
SWA
533
SOA Wealth Advisors
New York
$1.11M
Koshinski Asset Management
534
Koshinski Asset Management
Illinois
$1.11M -$29.6K -196 -3%
TWM
535
TMD Wealth Management
Arizona
$1.1M -$510K -3,377 -32%
EK
536
Evensky & Katz
Florida
$1.09M +$36.6K +242 +3%
TA
537
TrueWealth Advisors
Alabama
$1.07M -$26K -172 -2%
KM
538
Kalos Management
Georgia
$1.06M -$615K -4,071 -37%
CAM
539
Close Asset Management
United Kingdom
$1.06M
TNB
540
Thomasville National Bank
Georgia
$1.05M -$11.8K -78 -1%
DCM
541
Dimension Capital Management
Florida
$1.05M
JIP
542
Jaffetilchin Investment Partners
Florida
$1.05M -$9.07K -60 -0.9%
NEWAS
543
N.E.W. Advisory Services
Wisconsin
$1.05M
KF
544
Krilogy Financial
Missouri
$1.05M -$108K -714 -9%
AA
545
Argent Advisors
Louisiana
$1.04M +$55.3K +366 +6%
RIL
546
Rothschild Investment LLC
Illinois
$1.04M +$3.63K +24 +0.4%
GAM
547
Gemmer Asset Management
California
$1.03M +$242K +1,600 +31%
TIA
548
Tiemann Investment Advisors
California
$1.03M -$2.27K -15 -0.2%
OPWM
549
Oxinas Partners Wealth Management
Indiana
$1M +$999K +6,614 New
HSA
550
HBK Sorce Advisory
Pennsylvania
$996K -$1.15M -7,594 -54%