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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$2.79M +$744K +8,326 +34%
SIAM
127
Sterling Investment Advisors (Missouri)
Missouri
$2.72M -$150K -1,677 -5%
FBA
128
Front Barnett Associates
Illinois
$2.61M +$191K +2,135 +7%
HighTower Advisors
129
HighTower Advisors
Illinois
$2.61M +$167K +1,869 +6%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$2.56M -$89.4K -1,000 -3%
MIAN
131
Mariner Independent Advisor Network
Kansas
$2.55M +$978K +10,935 +56%
TRCT
132
Tower Research Capital (TRC)
New York
$2.44M +$2.6M +29,034 New
IF
133
Ironwood Financial
Arizona
$2.35M -$137K -1,536 -5%
Invesco
134
Invesco
Georgia
$2.23M -$341K -3,819 -13%
HNB
135
Huntington National Bank
Ohio
$2.16M
BIM
136
BlackRock Investment Management
Delaware
$2.14M +$496K +5,552 +28%
WP
137
WMS Partners
Maryland
$2.13M -$26.8K -300 -1%
MFS
138
MSI Financial Services
Massachusetts
$2.09M +$295K +3,299 +15%
PAIM
139
Punch & Associates Investment Management
Minnesota
$2.07M -$118K -1,317 -5%
PSUF
140
People's United Financial
Connecticut
$2.05M -$81.5K -911 -4%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$2M +$1.15M +12,856 +118%
PFG
142
Pacific Financial Group
Washington
$2M -$434K -4,853 -17%
FMC
143
First Merchants Corp
Indiana
$1.98M +$134K +1,500 +7%
TIM
144
Tortoise Investment Management
New York
$1.86M +$1.94M +21,715 +5,109%
SNT
145
Security National Trust
West Virginia
$1.79M +$72.4K +810 +4%
KL
146
KWMG LLC
Kansas
$1.76M +$791K +8,851 +73%
SRSA
147
S.R. Schill & Associates
Washington
$1.69M -$265K -2,960 -13%
CG
148
Colony Group
Massachusetts
$1.69M +$340K +3,805 +23%
CW
149
Cobiz Wealth
Colorado
$1.62M -$258K -2,881 -13%
OAM
150
Occidental Asset Management
California
$1.61M +$118K +1,324 +7%