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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
951
Good Life Advisors
Pennsylvania
$229K +$31.4K +194 +15%
RIM
952
Redwood Investment Management
Arizona
$229K +$241K +1,490 New
LSA
953
L & S Advisors
California
$229K -$287K -1,776 -54%
FCIM
954
Fairview Capital Investment Management
California
$227K – – –
BFEC
955
Benjamin F. Edwards & Company
Missouri
$226K -$24.1K -149 -9%
RIA
956
Retirement Investment Advisors
Oklahoma
$225K – – –
BCG
957
Breakwater Capital Group
New Jersey
$225K +$239K +1,476 New
CWM
958
Chesapeake Wealth Management
Virginia
$225K -$23.4K -145 -9%
RBC
959
Romano Brothers & Co
Illinois
$224K +$32K +198 +16%
FCFC
960
First Citizens Financial Corp
Iowa
$222K – – –
AP
961
Appleton Partners
Massachusetts
$222K -$36.5K -226 -14%
CCMG
962
Clark Capital Management Group
Pennsylvania
$220K +$231K +1,429 New
PL
963
Parthenon LLC
Kentucky
$219K – – –
FHA
964
Flagship Harbor Advisors
Massachusetts
$218K – – –
EWA
965
Evolution Wealth Advisors
Florida
$218K -$10.5K -65 -4%
FA
966
Fountainhead AM
New Jersey
$217K – – –
DP
967
Denver PWM
Colorado
$216K -$1.94K -12 -0.8%
LFASL
968
Lugano Financial Advisors SA (LFA)
Switzerland
$215K – – –
FPCG
969
Fort Pitt Capital Group
Pennsylvania
$214K +$11.6K +72 +5%
BFP
970
Beacon Financial Planning
Massachusetts
$214K – – –
Boston Partners
971
Boston Partners
Massachusetts
$214K +$225K +1,390 New
BC
972
Barrett & Company
Rhode Island
$214K – – –
GKWIM
973
Gerber Kawasaki Wealth & Investment Management
California
$212K -$1.46K -9 -0.6%
EWM
974
Evermay Wealth Management
Virginia
$212K – – –
BWM
975
Baystate Wealth Management
Massachusetts
$212K – – –