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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
551
Robertson Stephens Wealth Management
California
$281K -$138K -1,201 -33%
CWM
552
Chesapeake Wealth Management
Virginia
$280K -$2.86K -25 -1%
WSFS
553
Wilmington Savings Fund Society
Delaware
$277K
S
554
SignatureFD
Georgia
$277K +$94.6K +826 +53%
MSAM
555
Moloney Securities Asset Management
Missouri
$277K +$272K +2,374 New
HIIFS
556
Harel Insurance Investments & Financial Services
Israel
$276K
CAM
557
Close Asset Management
United Kingdom
$274K
DY
558
Dowling & Yahnke
California
$273K -$20.2K -176 -7%
WCM
559
WealthBridge Capital Management
Ohio
$273K
MWP
560
MYCIO Wealth Partners
Pennsylvania
$273K +$1.38K +12 +0.5%
FDS
561
Freedom Day Solutions
Texas
$272K -$5.96K -52 -2%
Wolverine Trading
562
Wolverine Trading
Illinois
$271K +$267K +2,327 New
Lazard Asset Management
563
Lazard Asset Management
New York
$268K
WG
564
Welch Group
Alabama
$268K
LWA
565
Lenox Wealth Advisors
New York
$264K
RCA
566
Rex Capital Advisors
Rhode Island
$261K -$114K -999 -31%
CIC
567
Carnegie Investment Counsel
Ohio
$260K
CCM
568
Colorado Capital Management
Colorado
$260K
WP
569
WealthPLAN Partners
Nebraska
$259K -$4.47K -39 -2%
AC
570
Addison Capital
Pennsylvania
$258K
CBFP
571
Cedar Brook Financial Partners
Ohio
$258K +$1.49K +13 +0.6%
RWA
572
Ropes Wealth Advisors
Massachusetts
$257K -$66.7K -582 -21%
WIA
573
World Investment Advisors
California
$257K +$22.9K +200 +10%
MWM
574
Modera Wealth Management
New Jersey
$249K
PWPS
575
Pinnacle Wealth Planning Services
Ohio
$248K -$56.3K -491 -19%