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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
526
SOA Wealth Advisors
New York
$1.18M – – –
Capstone Investment Advisors
527
Capstone Investment Advisors
New York
$1.17M +$827K +5,377 +286%
KM
528
Kalos Management
Georgia
$1.16M +$29.1K +189 +3%
TWM
529
TMD Wealth Management
Arizona
$1.16M -$4K -26 -0.4%
PCA
530
Prosperity Capital Advisors
Ohio
$1.14M +$1.09M +7,078 New
JIP
531
Jaffetilchin Investment Partners
Florida
$1.13M +$6K +39 +0.6%
GAM
532
Gemmer Asset Management
California
$1.12M +$24.6K +160 +2%
CAM
533
Close Asset Management
United Kingdom
$1.12M – – –
MFA
534
Mayflower Financial Advisors
Massachusetts
$1.12M +$283K +1,841 +36%
CWC
535
Carolinas Wealth Consulting
North Carolina
$1.11M -$90.3K -587 -8%
RIL
536
Rothschild Investment LLC
Illinois
$1.1M +$2.92K +19 +0.3%
LSIA
537
LaSalle St. Investment Advisors
Illinois
$1.1M +$572K +3,715 +118%
DCM
538
Dimension Capital Management
Florida
$1.1M -$17.2K -112 -2%
EK
539
Evensky & Katz
Florida
$1.1M -$57.5K -374 -5%
SAM
540
Sequent Asset Management
Texas
$1.09M -$152K -991 -13%
WOC
541
West Oak Capital
California
$1.09M -$106K -690 -9%
AA
542
Argent Advisors
Louisiana
$1.08M -$23.8K -155 -2%
OPWM
543
Oxinas Partners Wealth Management
Indiana
$1.08M +$13.1K +85 +1%
ITB
544
Idaho Trust Bank
Idaho
$1.07M +$1.02M +6,655 New
WH
545
Whitcomb & Hess
Ohio
$1.05M +$6K +39 +0.6%
GSEP
546
Golden State Equity Partners
California
$1.05M +$576K +3,742 +136%
PCI
547
Planning Center Inc
Illinois
$1.05M – – –
Bank of Nova Scotia
548
Bank of Nova Scotia
Ontario, Canada
$1.04M -$462 -3 -0%
IAIM
549
International Assets Investment Management
Florida
$1.04M +$5.08K +33 +0.5%
JFG
550
JMG Financial Group
Illinois
$1.04M +$178K +1,160 +22%