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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DY
626
Dowling & Yahnke
California
$200K -$43K -405 -18%
ONST
627
Old North State Trust
North Carolina
$199K
CCM
628
Covington Capital Management
California
$198K +$171K +1,612 +729%
TL
629
TrueWealth LLC
Georgia
$194K
RG
630
Retirement Group
California
$191K +$187K +1,765 New
HCA
631
Heck Capital Advisors
Wisconsin
$188K +$184K +1,735 New
ADL
632
Asset Dedication LLC
California
$184K
WOC
633
West Oak Capital
California
$183K -$2.12K -20 -1%
BFEC
634
Benjamin F. Edwards & Company
Missouri
$182K -$27M -254,365 -99%
CF
635
Centaurus Financial
California
$181K -$65.7K -619 -27%
TFGT
636
TS Financial Group (TSFG)
Illinois
$179K
SBSB
637
Sullivan, Bruyette, Speros & Blaney
Virginia
$178K +$175K +1,650 New
MMG
638
Monetary Management Group
Missouri
$162K +$38K +358 +31%
BAMG
639
Brand Asset Management Group
Missouri
$161K
EW
640
Element Wealth
Mississippi
$161K
CFG
641
Capstone Financial Group
Oklahoma
$160K +$12.2K +115 +8%
LF
642
Lee Financial
Texas
$158K +$106K +1,002 +219%
BCA
643
Berman Capital Advisors
Georgia
$153K +$43.9K +414 +41%
SIS
644
SVB Investment Services
Utah
$149K +$104K +980 +249%
HFA
645
Hoover Financial Advisors
Pennsylvania
$142K +$139K +1,314 New
JWA
646
JFS Wealth Advisors
Pennsylvania
$134K -$48K -452 -27%
HR
647
Howe & Rusling
New York
$127K
Lazard Asset Management
648
Lazard Asset Management
New York
$124K -$122K -1,150 -50%
KPW
649
Kore Private Wealth
New York
$123K
LGWM
650
Litman Gregory Wealth Management
California
$122K