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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
726
JMG Financial Group
Illinois
$296K -$29.5K -200 -9%
BIM
727
Baldwin Investment Management
Pennsylvania
$295K
UFA
728
US Financial Advisors
Massachusetts
$294K -$182K -1,234 -38%
FFA
729
First Foundation Advisors
California
$294K +$293K +1,992 New
CFAM
730
Center For Asset Management
Florida
$293K -$736 -5 -0.3%
RMDI
731
R.M. Davis Inc
Maine
$292K -$66.3K -450 -19%
CAG
732
Curtis Advisory Group
California
$290K
SFG
733
Sowa Financial Group
Rhode Island
$290K +$1.92K +13 +0.7%
OC
734
Oarsman Capital
Wisconsin
$290K +$28.1K +191 +11%
AA
735
Ancora Advisors
Ohio
$285K
GM
736
Granger Management
New York
$284K
ICG
737
InterOcean Capital Group
Tennessee
$283K
VDI
738
Vaughan David Investments
Illinois
$282K -$736 -5 -0.3%
SQA
739
Simon Quick Advisors
New Jersey
$282K +$75.7K +514 +37%
W
740
Wealthquest
Ohio
$280K
PWPS
741
Pinnacle Wealth Planning Services
Ohio
$279K +$278K +1,890 New
CTB
742
Country Trust Bank
Illinois
$277K
IC
743
Intersect Capital
California
$275K
Bessemer Group
744
Bessemer Group
New Jersey
$273K
GIA
745
Guyasuta Investment Advisors
Pennsylvania
$272K
CCM
746
Covington Capital Management
California
$271K
ONST
747
Old North State Trust
North Carolina
$271K
DY
748
Dowling & Yahnke
California
$270K -$33K -224 -11%
ADL
749
Asset Dedication LLC
California
$268K +$18.4K +125 +7%
PIFP
750
Partners in Financial Planning
Virginia
$268K +$267K +1,813 New