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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
801
Ironwood Investment Counsel
Arizona
$207K +$213K +1,430 New
CMI
802
Clare Market Investments
Texas
$206K -$14.9K -100 -7%
HWMA
803
Heritage Wealth Management (Arizona)
Arizona
$206K -$2.09K -14 -1%
TC
804
TownSquare Capital
Utah
$206K +$211K +1,416 New
SQA
805
Simon Quick Advisors
New Jersey
$203K -$76.6K -514 -27%
WCM
806
Wealthcare Capital Management
Virginia
$203K
CFD
807
Creative Financial Designs
Indiana
$203K +$9.24K +62 +5%
RCA
808
Rex Capital Advisors
Rhode Island
$202K
VCP
809
Vista Capital Partners
Oregon
$201K
LWM
810
Liberty Wealth Management
California
$199K +$745 +5 +0.4%
JEST
811
JTC Employer Solutions Trustee
Jersey
$197K
WBC
812
West Branch Capital
Massachusetts
$197K
CCA
813
Column Capital Advisors
Indiana
$195K +$139K +931 +229%
CP
814
Covenant Partners
Tennessee
$191K
SWM
815
Sugarloaf Wealth Management
Georgia
$188K
FPS
816
Fieldpoint Private Securities
Connecticut
$187K
EI
817
Ellevest Inc
New York
$186K
PMFA
818
Plante Moran Financial Advisors
Michigan
$186K
MCM
819
Manchester Capital Management
Vermont
$184K
FFA
820
Founders Financial Alliance
North Carolina
$176K
TH
821
TCTC Holdings
Texas
$171K +$175K +1,175 New
Lazard Asset Management
822
Lazard Asset Management
New York
$167K
MIFH
823
Migdal Insurance & Financial Holdings
Israel
$166K
ZB
824
Zions Bancorporation
Utah
$160K +$133K +892 +435%
LPIC
825
LeJeune Puetz Investment Counsel
Michigan
$156K