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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
551
SignatureFD
Georgia
$703K +$91.9K +624 +15%
WS
552
Wedbush Securities
California
$701K +$50.7K +344 +8%
BS
553
Boenning & Scattergood
Pennsylvania
$695K +$28K +190 +4%
KM
554
Kalos Management
Georgia
$692K -$1.53M -10,392 -69%
CAL
555
Capital Advisors Ltd
Ohio
$692K +$73.9K +502 +12%
CIA
556
Choate Investment Advisors
Massachusetts
$691K – – –
WQ
557
Wealth Quarterback
New Jersey
$685K +$683K +4,636 New
VVP
558
Venture Visionary Partners
Ohio
$681K -$98.4K -668 -13%
GWS
559
Glassman Wealth Services
Virginia
$676K +$570K +3,873 +551%
LW
560
Linscomb Wealth
Texas
$675K +$34.8K +236 +5%
CAC
561
Certified Advisory Corp
Florida
$674K +$9.57K +65 +1%
AWA
562
Alta Wealth Advisors
Massachusetts
$670K -$132K -898 -17%
ZCA
563
Zeke Capital Advisors
Pennsylvania
$666K – – –
AW
564
ACG Wealth
Georgia
$665K -$15.5K -105 -2%
IFAM
565
Institutional & Family Asset Management
Colorado
$655K +$46.3K +314 +8%
HIA
566
Harbor Investment Advisory
Maryland
$654K +$2.06K +14 +0.3%
PL
567
Plancorp LLC
Missouri
$645K – – –
SCI
568
S&CO Inc
Massachusetts
$642K – – –
Koshinski Asset Management
569
Koshinski Asset Management
Illinois
$641K -$165K -1,121 -21%
CS
570
Capital Square
Tennessee
$634K – – –
RIA
571
Regal Investment Advisors
Michigan
$623K +$621K +4,218 New
IA
572
Insight Advisors
Pennsylvania
$617K -$46K -312 -7%
IRAG
573
Investment Research & Advisory Group
Georgia
$617K +$616K +4,179 New
IFG
574
Independent Financial Group
California
$616K +$60.8K +413 +11%
CPA
575
Capital Planning Advisors
California
$612K – – –