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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
701
SeaCrest Wealth Management
New York
$407K – – –
BC
702
Barrett & Company
Rhode Island
$406K +$397K +2,800 New
JWM
703
JFG Wealth Management
Colorado
$406K – – –
BCP
704
Blue Chip Partners
Michigan
$404K +$567 +4 +0.1%
SXL
705
Summit X LLC
Missouri
$403K +$32K +226 +8%
Neuberger Berman Group
706
Neuberger Berman Group
New York
$403K +$47.8K +337 +12%
EWM
707
Executive Wealth Management
Michigan
$402K -$394K -2,783 -87%
AB
708
Atlas Brown
Kentucky
$402K -$2.69K -19 -0.6%
OPW
709
Oxler Private Wealth
New York
$402K +$1.84K +13 +0.4%
CWM
710
Cabot Wealth Management
Massachusetts
$400K -$3.83K -27 -0.9%
JIC
711
Joel Isaacson & Co
New York
$399K – – –
HFS
712
Heritage Financial Services
Massachusetts
$398K -$850 -6 -0.2%
TI
713
Truepoint Inc
Ohio
$392K – – –
PCA
714
Personal Capital Advisors
California
$389K +$45.2K +319 +12%
IFG
715
Independent Financial Group
California
$388K +$1.13K +8 +0.3%
PCMC
716
Private Capital Management (Colorado)
Colorado
$385K – – –
SA
717
Shilanski & Associates
Alaska
$385K +$425K +2,996 New
SEM
718
Strategic Equity Management
Arizona
$384K -$308K -2,177 -42%
FFS
719
Founders Financial Securities
Maryland
$380K +$418K +2,953 New
WTB
720
Washington Trust Bank
Washington
$379K – – –
ZF
721
Zhang Financial
Michigan
$378K +$56.3K +397 +16%
CA
722
CoreCap Advisors
Michigan
$375K -$880K -6,209 -68%
SWP
723
ShoreHaven Wealth Partners
New Jersey
$372K -$468K -3,301 -53%
TFS
724
TrustCore Financial Services
Tennessee
$371K -$1.42K -10 -0.3%
LFG
725
Larson Financial Group
Missouri
$371K +$6.66K +47 +2%