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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
126
Stephens Inc
Arkansas
$7.86M -$459K -3,914 -6%
CA
127
Centerpoint Advisors
Massachusetts
$7.77M +$312K +2,658 +4%
Bank of New York Mellon
128
Bank of New York Mellon
New York
$7.62M +$376K +3,204 +5%
VR
129
Viridian RIA
Washington
$7.5M +$80.2K +684 +1%
GIA
130
Gladstone Institutional Advisory
Florida
$7.43M +$5.45M +46,474 +293%
AIM
131
Acropolis Investment Management
Missouri
$7.4M +$13.8K +118 +0.2%
AMG
132
Asset Management Group
Connecticut
$7.37M -$899K -7,661 -11%
IWA
133
Independence Wealth Advisors
Virginia
$6.96M -$262K -2,230 -4%
Citadel Advisors
134
Citadel Advisors
Florida
$6.87M +$5.55M +47,314 +457%
WWM
135
Western Wealth Management
Colorado
$6.79M +$230K +1,960 +4%
CWM
136
Cahaba Wealth Management
Georgia
$6.75M -$1.19M -10,101 -15%
OAM
137
Occidental Asset Management
California
$6.7M +$125K +1,064 +2%
RWM
138
RKL Wealth Management
Pennsylvania
$6.62M -$921K -7,852 -12%
TIM
139
Tortoise Investment Management
New York
$6.61M -$617K -5,262 -9%
HSBC Holdings
140
HSBC Holdings
United Kingdom
$6.34M +$73.3K +625 +1%
FBA
141
Front Barnett Associates
Illinois
$6.24M -$260K -2,215 -4%
BOTW
142
Bank of the West
California
$6.19M +$3.75K +32 +0.1%
PFG
143
Pacific Financial Group
Washington
$5.96M +$47.8K +407 +0.8%
CWM
144
Cranbrook Wealth Management
Michigan
$5.73M -$9.97K -85 -0.2%
AF
145
Advisornet Financial
Minnesota
$5.61M +$724K +6,169 +15%
WP
146
WealthSource Partners
California
$5.6M -$149K -1,268 -3%
GPA
147
Guidance Point Advisors
Massachusetts
$5.52M +$84.5K +720 +2%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.52M -$120K -1,020 -2%
PAIM
149
Punch & Associates Investment Management
Minnesota
$5.5M +$78.4K +668 +1%
AA
150
Advisory Alpha
Michigan
$5.45M +$370K +3,150 +7%