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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HJA
126
Hugh Johnson Advisors
New York
$8.34M -$105K -955 -1%
BSW
127
Buckingham Strategic Wealth
Missouri
$8.15M +$5.76M +52,464 +265%
ASN
128
Advisory Services Network
Georgia
$8.13M -$385K -3,504 -5%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$8M -$1.15M -10,515 -13%
AMG
130
Asset Management Group
Connecticut
$7.96M +$14.7K +134 +0.2%
BFM
131
Broadview Financial Management
Wisconsin
$7.92M +$108K +980 +1%
SCIM
132
Spring Creek Investment Management
Pennsylvania
$7.87M
CG
133
Colony Group
Massachusetts
$7.81M -$7.12M -64,819 -48%
SI
134
Stephens Inc
Arkansas
$7.8M +$359K +3,270 +5%
CWM
135
Cahaba Wealth Management
Georgia
$7.31M +$137K +1,252 +2%
RWM
136
RKL Wealth Management
Pennsylvania
$7.29M +$157K +1,431 +2%
TIM
137
Tortoise Investment Management
New York
$7.25M -$809K -7,371 -10%
MGIA
138
Moneta Group Investment Advisors
Missouri
$7.21M -$3.63M -33,035 -34%
AIM
139
Acropolis Investment Management
Missouri
$7.1M -$121K -1,104 -2%
NCM
140
Narwhal Capital Management
Georgia
$7.02M +$1.39M +12,632 +25%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$7M +$1.33M +12,092 +24%
PL
142
Polianta Ltd
Jersey
$6.97M +$6.79M +61,800 New
VR
143
Viridian RIA
Washington
$6.8M -$74.7K -680 -1%
OAM
144
Occidental Asset Management
California
$6.71M +$222K +2,020 +4%
IWA
145
Independence Wealth Advisors
Virginia
$6.66M -$2.3M -20,984 -26%
Creative Planning
146
Creative Planning
Kansas
$6.65M +$104K +951 +2%
BOTW
147
Bank of the West
California
$6.51M +$1.12M +10,236 +22%
CS
148
Comerica Securities
Michigan
$6.32M +$245K +2,232 +4%
WWM
149
Western Wealth Management
Colorado
$6.2M +$197K +1,794 +3%
FBA
150
Front Barnett Associates
Illinois
$6.18M -$32.4K -295 -0.5%