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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSIA
926
LaSalle St. Investment Advisors
Illinois
$253K -$842K -5,209 -76%
NWA
927
Navis Wealth Advisors
New York
$253K – – –
WAG
928
Winthrop Advisory Group
Massachusetts
$253K -$16K -99 -6%
UL
929
Unionview LLC
Washington
$252K – – –
MLL
930
Moody Lynn & Lieberson
Massachusetts
$252K – – –
BO
931
Bank OZK
Arkansas
$249K +$262K +1,620 New
MA
932
MONECO Advisors
Connecticut
$248K – – –
CHC
933
City Holding Co
West Virginia
$248K -$1.62K -10 -0.6%
AGC
934
Aspen Grove Capital
Colorado
$247K – – –
WJWM
935
Williams Jones Wealth Management
New York
$247K – – –
I
936
INVST
Indiana
$245K +$258K +1,595 New
BWM
937
Brown Wealth Management
Illinois
$242K -$2.42K -15 -0.9%
ACP
938
Aviance Capital Partners
Florida
$242K – – –
PWM
939
PBMares Wealth Management
Virginia
$242K -$1.62K -10 -0.6%
BMCM
940
Burns Matteson Capital Management
New York
$240K -$71.4K -442 -22%
FCH
941
Freestone Capital Holdings
Washington
$238K -$80.8K -500 -24%
GGS
942
Galvin Gaustad & Stein
Arizona
$237K – – –
WQ
943
Wealth Quarterback
New Jersey
$237K -$52.9K -327 -18%
CW
944
CIC Wealth
Maryland
$236K – – –
RWA
945
Redhawk Wealth Advisors
Minnesota
$234K – – –
PFBT
946
Parkside Financial Bank & Trust
Missouri
$233K -$184K -1,139 -43%
SFP
947
Strategic Financial Partners
Oregon
$232K – – –
MCP
948
Mirador Capital Partners
California
$232K -$36.4K -225 -13%
MMG
949
Monetary Management Group
Missouri
$231K – – –
KCM
950
KRS Capital Management
Michigan
$230K – – –