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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
601
Shulman DeMeo Asset Management
New York
$352K +$3.98K +32 +1%
PCMC
602
Private Capital Management (Colorado)
Colorado
$349K – – –
LWM
603
Lenox Wealth Management
Ohio
$349K +$2.86K +23 +0.9%
QCG
604
Quadrant Capital Group
Ohio
$347K – – –
SYBT
605
Stock Yards Bank & Trust
Kentucky
$345K – – –
AF
606
Arrow Financial
New York
$344K – – –
IFA
607
Interactive Financial Advisors
Illinois
$342K -$152K -1,221 -32%
PCG
608
Private Capital Group
Connecticut
$341K -$548K -4,402 -63%
MC
609
Mathes Company
New York
$338K – – –
ST
610
Spinnaker Trust
Maine
$320K – – –
C1AG
611
Client 1st Advisory Group
Florida
$319K +$305K +2,453 New
VWM
612
Valley Wealth Managers
New Jersey
$317K -$747 -6 -0.2%
RMCM
613
Reynders McVeigh Capital Management
Massachusetts
$317K – – –
AWM
614
Apollon Wealth Management
South Carolina
$315K -$134K -1,078 -31%
CA
615
Claro Advisors
Massachusetts
$314K -$19K -153 -6%
FIB
616
First Interstate Bank
Montana
$312K – – –
GJIC
617
Gamble Jones Investment Counsel
California
$310K +$297K +2,386 New
CWM
618
Chesapeake Wealth Management
Virginia
$309K -$3.73K -30 -1%
WSFS
619
Wilmington Savings Fund Society
Delaware
$309K – – –
HIIFS
620
Harel Insurance Investments & Financial Services
Israel
$308K – – –
MWP
621
MYCIO Wealth Partners
Pennsylvania
$308K +$3.48K +28 +1%
CAM
622
Close Asset Management
United Kingdom
$306K – – –
DY
623
Dowling & Yahnke
California
$305K -$8.71K -70 -3%
DC
624
Davenport & Co
Virginia
$304K -$17.4K -140 -6%
Lazard Asset Management
625
Lazard Asset Management
New York
$299K – – –