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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
551
Wedbush Securities
California
$701K +$50.7K +344 +8%
BS
552
Boenning & Scattergood
Pennsylvania
$695K +$28K +190 +4%
KM
553
Kalos Management
Georgia
$692K -$1.53M -10,392 -69%
CAL
554
Capital Advisors Ltd
Ohio
$692K +$73.9K +502 +12%
CIA
555
Choate Investment Advisors
Massachusetts
$691K
WQ
556
Wealth Quarterback
New Jersey
$685K +$683K +4,636 New
VVP
557
Venture Visionary Partners
Ohio
$681K -$98.4K -668 -13%
GWS
558
Glassman Wealth Services
Virginia
$676K +$570K +3,873 +551%
LW
559
Linscomb Wealth
Texas
$675K +$34.8K +236 +5%
CAC
560
Certified Advisory Corp
Florida
$674K +$9.57K +65 +1%
AWA
561
Alta Wealth Advisors
Massachusetts
$670K -$132K -898 -17%
ZCA
562
Zeke Capital Advisors
Pennsylvania
$666K
AW
563
ACG Wealth
Georgia
$665K -$15.5K -105 -2%
IFAM
564
Institutional & Family Asset Management
Colorado
$655K +$46.3K +314 +8%
HIA
565
Harbor Investment Advisory
Maryland
$654K +$2.06K +14 +0.3%
PL
566
Plancorp LLC
Missouri
$645K
SCI
567
S&CO Inc
Massachusetts
$642K
Koshinski Asset Management
568
Koshinski Asset Management
Illinois
$641K -$165K -1,121 -21%
CS
569
Capital Square
Tennessee
$634K
RIA
570
Regal Investment Advisors
Michigan
$623K +$621K +4,218 New
IA
571
Insight Advisors
Pennsylvania
$617K -$46K -312 -7%
IRAG
572
Investment Research & Advisory Group
Georgia
$617K +$616K +4,179 New
IFG
573
Independent Financial Group
California
$616K +$60.8K +413 +11%
CPA
574
Capital Planning Advisors
California
$612K
CPW
575
Catalyst Private Wealth
California
$611K +$609K +4,137 New