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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
701
American Trust
Kentucky
$762K -$224K -1,392 -24%
AA
702
Ancora Advisors
Ohio
$762K +$50.3K +313 +8%
CF
703
Centaurus Financial
California
$761K +$259K +1,609 +58%
LWCFA
704
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$760K -$164K -1,023 -19%
SCA
705
Snowden Capital Advisors
New York
$756K -$185K -1,150 -21%
SCI
706
S&CO Inc
Massachusetts
$756K – – –
FCAS
707
First Command Advisory Services
Texas
$755K +$592K +3,681 +555%
CST
708
Charles Schwab Trust
Nevada
$755K – – –
IIA
709
IPG Investment Advisors
California
$753K – – –
EWM
710
Empirical Wealth Management
Washington
$753K – – –
AL
711
Aspiriant LLC
California
$752K – – –
H
712
HoyleCohen
California
$747K +$15.1K +94 +2%
Koshinski Asset Management
713
Koshinski Asset Management
Illinois
$736K -$306K -1,901 -31%
SPWG
714
Sage Private Wealth Group
Illinois
$734K +$678K +4,219 New
CB
715
Community Bank
New York
$732K – – –
TCOTS
716
Trust Company of the South
North Carolina
$729K +$673K +4,190 New
CAI
717
Capital Advisors Inc
Oklahoma
$726K -$321 -2 -0%
CPA
718
Capital Planning Advisors
California
$721K – – –
MPCG
719
Matrix Private Capital Group
New York
$721K – – –
CTC
720
Central Trust Company
Missouri
$719K -$52.4K -326 -7%
T
721
Tidemark
California
$712K +$658K +4,096 New
WA
722
Waverly Advisors
Alabama
$712K -$148K -923 -18%
TA
723
TrueWealth Advisors
Alabama
$705K -$354K -2,202 -35%
FWTB
724
First Western Trust Bank
Colorado
$704K -$28K -174 -4%
NB
725
NBT Bank
New York
$697K +$49K +305 +8%