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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
Independence Advisors
Pennsylvania
$3.24M +$3.2M +34,919 New
FBA
152
Front Barnett Associates
Illinois
$3.16M +$119K +1,305 +4%
IFS
153
Ifrah Financial Services
Arkansas
$3.14M +$3.1M +33,815 New
FNBT
154
FineMark National Bank & Trust
Florida
$3.09M -$84.1K -919 -3%
PFA
155
Pure Financial Advisors
California
$3.08M +$239K +2,606 +9%
CG
156
Colony Group
Massachusetts
$3.02M -$527K -5,761 -15%
Creative Planning
157
Creative Planning
Kansas
$2.96M +$136K +1,491 +5%
Comerica Bank
158
Comerica Bank
Texas
$2.95M +$397K +4,338 +16%
NEIRG
159
New England Investment & Retirement Group
Massachusetts
$2.92M -$51.7K -565 -2%
SIAM
160
Sterling Investment Advisors (Missouri)
Missouri
$2.79M -$14.1K -154 -0.5%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$2.69M -$2.03M -22,173 -43%
CC
162
Cadinha & Co
Hawaii
$2.65M -$137K -1,502 -5%
GWM
163
Geneos Wealth Management
Colorado
$2.62M +$330K +3,600 +15%
FPFS
164
First Personal Financial Services
North Carolina
$2.6M +$522K +5,700 +26%
BIM
165
BlackRock Investment Management
Delaware
$2.57M +$127K +1,385 +5%
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.49M +$190K +2,081 +8%
SNT
167
Security National Trust
West Virginia
$2.48M +$208K +2,275 +9%
NB
168
Nicolet Bankshares
Wisconsin
$2.46M +$321K +3,510 +15%
ASN
169
Advisory Services Network
Georgia
$2.44M -$136K -1,483 -5%
FMP
170
Financial Management Professionals
Texas
$2.44M +$2.41M +26,295 New
AWM
171
Avior Wealth Management
Nebraska
$2.4M +$184K +2,011 +8%
WAM
172
Wealthspire Advisors (Maryland)
Maryland
$2.39M -$151K -1,647 -6%
Invesco
173
Invesco
Georgia
$2.37M +$152K +1,658 +7%
WP
174
WealthSource Partners
California
$2.32M +$54.6K +596 +2%
SRSA
175
S.R. Schill & Associates
Washington
$2.31M -$1.5M -16,343 -40%