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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
551
American Investment Services
Massachusetts
$295K -$291K -2,449 -44%
CAI
552
Capital Advisors Inc
Oklahoma
$294K -$179K -1,503 -33%
JGIA
553
Jackson Grant Investment Advisers
Connecticut
$293K +$3.09K +26 +0.9%
MSAM
554
Moloney Securities Asset Management
Missouri
$292K -$84.4K -709 -19%
UIA
555
UBP Investment Advisors
Switzerland
$289K
FIB
556
First Interstate Bank
Montana
$289K +$71.4K +600 +25%
SWM
557
SeaCrest Wealth Management
New York
$286K -$513K -4,309 -59%
AA
558
Advisory Alpha
Michigan
$284K -$5.31M -44,594 -94%
PCMC
559
Private Capital Management (Colorado)
Colorado
$283K +$833 +7 +0.2%
TFS
560
TrustCore Financial Services
Tennessee
$282K -$23.8K -200 -6%
RHBC
561
R.H. Bluestein & Co
Michigan
$281K -$52.4K -440 -13%
BFA
562
Beaumont Financial Advisors
Massachusetts
$281K
BFM
563
Boston Financial Management
Massachusetts
$276K
GEA
564
Glen Eagle Advisors
New Jersey
$276K +$161K +1,356 +90%
WA
565
WBH Advisory
Maryland
$274K
CA
566
Claro Advisors
Massachusetts
$274K +$51.3K +431 +18%
Prudential Financial
567
Prudential Financial
New Jersey
$271K +$120K +1,009 +56%
SWM
568
Stockman Wealth Management
Montana
$270K
WF
569
Welch & Forbes
Massachusetts
$270K
PCG
570
Private Capital Group
Connecticut
$270K +$21.7K +182 +7%
CA
571
Crewe Advisors
Utah
$268K -$196K -1,650 -37%
CIC
572
Carnegie Investment Counsel
Ohio
$268K
BWP
573
Baldwin Wealth Partners
Massachusetts
$267K -$364K -3,057 -52%
AB
574
Atlas Brown
Kentucky
$266K -$92.9K -781 -22%
KCM
575
Kornitzer Capital Management
Kansas
$266K -$70.9K -596 -18%