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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$9.03M +$81K +707 +0.9%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$8.74M +$456K +3,983 +6%
FAIM
128
Financial Advocates Investment Management
Washington
$8.7M -$1.19M -10,361 -12%
SHIM
129
Stone House Investment Management
Pennsylvania
$8.37M -$521K -4,544 -6%
BFM
130
Broadview Financial Management
Wisconsin
$8.27M +$80.1K +699 +1%
Creative Planning
131
Creative Planning
Kansas
$8.23M +$1.33M +11,630 +20%
HJA
132
Hugh Johnson Advisors
New York
$8.21M -$413K -3,602 -5%
SI
133
Stephens Inc
Arkansas
$8.14M +$77.1K +673 +1%
SCIM
134
Spring Creek Investment Management
Pennsylvania
$8.13M
AMG
135
Asset Management Group
Connecticut
$8.1M -$129K -1,130 -2%
CWM
136
Cahaba Wealth Management
Georgia
$7.79M +$222K +1,942 +3%
RWM
137
RKL Wealth Management
Pennsylvania
$7.39M -$148K -1,296 -2%
CS
138
Comerica Securities
Michigan
$7.3M +$755K +6,587 +12%
CA
139
Centerpoint Advisors
Massachusetts
$7.29M +$2.95M +25,776 +70%
AIM
140
Acropolis Investment Management
Missouri
$7.23M -$110K -957 -2%
MGIA
141
Moneta Group Investment Advisors
Missouri
$7.23M -$225K -1,965 -3%
PL
142
Polianta Ltd
Jersey
$7.2M
VR
143
Viridian RIA
Washington
$7.1M +$222K +1,938 +3%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$7.08M -$149K -1,298 -2%
TIM
145
Tortoise Investment Management
New York
$7.08M -$409K -3,569 -6%
IWA
146
Independence Wealth Advisors
Virginia
$7.07M +$175K +1,531 +3%
SS
147
Simplicity Solutions
Minnesota
$6.91M -$2.35M -20,522 -26%
FCC
148
Florin Court Capital
United Kingdom
$6.68M +$1.64M +14,300 +33%
OAM
149
Occidental Asset Management
California
$6.43M -$506K -4,415 -7%
WWM
150
Western Wealth Management
Colorado
$6.41M -$10.1K -88 -0.2%