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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
601
Sargent Bickham Lagudis
Colorado
$40K +$115 +1 +0.3%
CI
602
CX Institutional
Indiana
$39K -$17.2K -150 -31%
SFM
603
Signet Financial Management
New Jersey
$38K
OFW
604
Omnia Family Wealth
Florida
$37K
FPS
605
Fieldpoint Private Securities
Connecticut
$35K
FFW
606
Fusion Family Wealth
New York
$34K -$5.74K -50 -15%
TA
607
Townsend & Associates
Colorado
$34K
MA
608
MCF Advisors
Kentucky
$31K
TCM
609
TD Capital Management
Tennessee
$29K +$230 +2 +0.8%
IAS
610
IMA Advisory Services
Colorado
$28K
IWMA
611
Ironwood Wealth Management (Arizona)
Arizona
$28K
FMP
612
Financial Management Professionals
Texas
$27K
FCB
613
First Command Bank
Texas
$27K
FCFS
614
First Command Financial Services
Texas
$27K
FWM
615
Focused Wealth Management
New York
$25K +$115 +1 +0.5%
SFG
616
SevenBridge Financial Group
Pennsylvania
$23K
CWM
617
Catamount Wealth Management
Connecticut
$22K
HDIM
618
Hanson & Doremus Investment Management
Vermont
$22K
SWP
619
Strategic Wealth Partners
Ohio
$20K
DWA
620
Divergent Wealth Advisors
Utah
$19K
MIM
621
Macroview Investment Management
Maryland
$19K
AssetMark Inc
622
AssetMark Inc
California
$18K -$344 -3 -2%
HT
623
Heritage Trust
Oklahoma
$18K
CCM
624
Covington Capital Management
California
$15K
TFA
625
Toth Financial Advisory
Virginia
$14K