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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LS
1326
Leelyn Smith
Illinois
$238K – – –
TVAMP
1327
Tennessee Valley Asset Management Partners
Tennessee
$238K +$231K +1,151 New
Lazard Asset Management
1328
Lazard Asset Management
New York
$237K – – –
FSA
1329
Financial Services Advisory
Maryland
$237K +$231K +1,148 New
ISL
1330
Ingalls & Snyder LLC
New York
$237K – – –
SWM
1331
SeaCrest Wealth Management
New York
$237K – – –
SIM
1332
Synergy Investment Management
Florida
$236K – – –
T
1333
TrueFG
Texas
$236K – – –
GSIAS
1334
Garden State Investment Advisory Services
New Jersey
$236K – – –
WCA
1335
Westover Capital Advisors
Delaware
$234K – – –
LFA
1336
Longview Financial Advisors
Alabama
$234K +$803 +4 +0.4%
FA
1337
Fortis Advisors
Pennsylvania
$233K +$12.3K +61 +6%
LSA
1338
Lion Street Advisors
Texas
$233K -$767K -3,817 -71%
PA
1339
Persium Advisors
Georgia
$233K – – –
GIM
1340
Goelzer Investment Management
Indiana
$231K -$468K -2,328 -68%
CHJWM
1341
Carlton Hofferkamp & Jenks Wealth Management
Texas
$231K – – –
LFS
1342
Legacy Financial Strategies
Kansas
$230K – – –
RMP
1343
Richards, Merrill & Peterson
Washington
$230K – – –
TWA
1344
TCI Wealth Advisors
Arizona
$230K – – –
MCM
1345
Mainstream Capital Management
California
$230K +$9.04K +45 +4%
FAI
1346
Fiduciary Advisors Inc
Missouri
$227K +$12.9K +64 +6%
VDI
1347
Vaughan David Investments
Illinois
$226K -$1.41K -7 -0.6%
HCM
1348
Hollencrest Capital Management
California
$226K +$201 +1 +0.1%
MF
1349
Manchester Financial
California
$225K – – –
GWA
1350
Gutierrez Wealth Advisory
Arkansas
$225K -$1.21K -6 -0.5%