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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
701
Institute for Wealth Management
Colorado
$297K -$45.5K -338 -14%
ST
702
Sabal Trust
Florida
$295K – – –
JFGIW
703
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$292K -$30.3K -225 -10%
LS
704
Leelyn Smith
Illinois
$292K – – –
SFWA
705
Summit Financial Wealth Advisors
Louisiana
$291K +$306K +2,272 New
SIC
706
Samalin Investment Counsel
New York
$290K +$1.75K +13 +0.6%
DY
707
Dowling & Yahnke
California
$290K +$60.7K +451 +28%
BWM
708
Blossom Wealth Management
California
$289K +$275K +2,044 New
HIP
709
HUB Investment Partners
Texas
$288K +$20.9K +155 +8%
WSTAM
710
Wilbanks Smith & Thomas Asset Management
Virginia
$288K +$274K +2,036 New
ONB
711
Old National Bancorp
Indiana
$286K – – –
Susquehanna International Group
712
Susquehanna International Group
Pennsylvania
$284K -$2.62M -19,472 -91%
Jane Street
713
Jane Street
New York
$284K -$236K -1,750 -47%
BIM
714
Baldwin Investment Management
Pennsylvania
$282K – – –
CFAM
715
Center For Asset Management
Florida
$281K +$54K +401 +25%
GEA
716
Glen Eagle Advisors
New Jersey
$280K +$50.1K +372 +23%
PSIWM
717
Paradigm Strategies in Wealth Management
Minnesota
$280K +$267K +1,982 New
CAG
718
Curtis Advisory Group
California
$277K – – –
Wealth Enhancement Advisory Services
719
Wealth Enhancement Advisory Services
Minnesota
$277K – – –
SFG
720
Sowa Financial Group
Rhode Island
$276K – – –
FDS
721
Freedom Day Solutions
Texas
$276K +$1.62K +12 +0.6%
KF
722
Krilogy Financial
Missouri
$272K +$808 +6 +0.3%
AA
723
Ancora Advisors
Ohio
$272K +$27.1K +201 +12%
PFM
724
Parsec Financial Management
North Carolina
$272K +$259K +1,926 New
GM
725
Granger Management
New York
$271K -$16.3K -121 -6%