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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
551
Wilmington Savings Fund Society
Delaware
$268K -$22.8K -208 -8%
HIIFS
552
Harel Insurance Investments & Financial Services
Israel
$267K
PWM
553
Perigon Wealth Management
California
$267K +$27.5K +250 +12%
SB
554
Simmons Bank
Arkansas
$266K -$25.3K -230 -9%
WPSG
555
Wealth & Pension Services Group
Georgia
$265K -$11K -100 -4%
CAM
556
Close Asset Management
United Kingdom
$265K +$225K +2,050 +683%
MWP
557
MYCIO Wealth Partners
Pennsylvania
$263K -$22K -200 -8%
CFA
558
Carroll Financial Associates
North Carolina
$261K +$4.94K +45 +2%
WG
559
Welch Group
Alabama
$259K -$4.94K -45 -2%
Lazard Asset Management
560
Lazard Asset Management
New York
$259K
WP
561
WealthPLAN Partners
Nebraska
$258K
GAM
562
Gemmer Asset Management
California
$256K +$63.7K +580 +34%
LWA
563
Lenox Wealth Advisors
New York
$255K -$49.6K -452 -17%
EC
564
Estate Counselors
Wisconsin
$254K +$5.49K +50 +2%
DI
565
DFPG Investments
Utah
$253K +$242K +2,203 New
CIC
566
Carnegie Investment Counsel
Ohio
$251K -$16.5K -150 -6%
CCM
567
Colorado Capital Management
Colorado
$251K
AC
568
Addison Capital
Pennsylvania
$249K
CBFP
569
Cedar Brook Financial Partners
Ohio
$248K -$11.3K -103 -4%
ONB
570
Old National Bancorp
Indiana
$243K
MWM
571
Modera Wealth Management
New Jersey
$241K
OIWM
572
OptiFour Integrated Wealth Management
Virginia
$239K
WSTAM
573
Wilbanks Smith & Thomas Asset Management
Virginia
$237K
SIC
574
Sigma Investment Counselors
Michigan
$236K
SPL
575
Smart Portfolios LLC
Washington
$234K