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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
601
Colorado Capital Management
Colorado
$247K +$1.59K +14 +0.6%
TFCP
602
Twin Focus Capital Partners
Massachusetts
$246K – – –
RWA
603
Ropes Wealth Advisors
Massachusetts
$245K +$6.12K +54 +3%
AC
604
Addison Capital
Pennsylvania
$237K – – –
WIA
605
World Investment Advisors
California
$234K +$113 +1 +0%
KIA
606
KCM Investment Advisors
California
$233K – – –
LS
607
Leelyn Smith
Illinois
$232K -$244K -2,156 -51%
PMFA
608
Plante Moran Financial Advisors
Michigan
$232K +$163K +1,442 +231%
HIA
609
Harbor Investment Advisory
Maryland
$231K -$32.6K -288 -12%
FDS
610
Freedom Day Solutions
Texas
$231K -$16.1K -142 -6%
WAP
611
Wealthcare Advisory Partners
Pennsylvania
$229K +$230K +2,034 New
ONB
612
Old National Bancorp
Indiana
$228K – – –
SPL
613
Smart Portfolios LLC
Washington
$226K – – –
KM
614
Kalos Management
Georgia
$225K -$15K -132 -6%
Wealth Enhancement Advisory Services
615
Wealth Enhancement Advisory Services
Minnesota
$225K – – –
FNBOSM
616
First National Bank of South Miami
Florida
$223K -$7.48K -66 -3%
VWM
617
Valley Wealth Managers
New Jersey
$223K +$1.81K +16 +0.8%
SFG
618
Sowa Financial Group
Rhode Island
$222K -$121K -1,068 -35%
OC
619
Oarsman Capital
Wisconsin
$222K -$6.23K -55 -3%
PCA
620
Personal Capital Advisors
California
$222K +$224K +1,974 New
CAG
621
Curtis Advisory Group
California
$221K – – –
RRWA
622
Rainey & Randall Wealth Advisors
Florida
$221K +$224K +1,974 New
BFA
623
Beacon Financial Advisory
Ohio
$220K +$453 +4 +0.2%
SIC
624
Samalin Investment Counsel
New York
$214K +$1.25K +11 +0.6%
CTB
625
Country Trust Bank
Illinois
$211K – – –