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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
151
Pure Financial Advisors
California
$3.28M +$138K +1,446 +4%
DBT
152
Dubuque Bank & Trust
Iowa
$3.21M -$360K -3,783 -10%
FBA
153
Front Barnett Associates
Illinois
$3.17M -$67.1K -705 -2%
SEIA
154
Signature Estate & Investment Advisors
California
$3.16M -$321K -3,376 -9%
LMIM
155
Lockheed Martin Investment Management
Maryland
$3.13M -$1.1M -11,523 -26%
Creative Planning
156
Creative Planning
Kansas
$3.07M +$42.7K +449 +1%
CG
157
Colony Group
Massachusetts
$3.07M -$19.1K -201 -0.6%
SIAM
158
Sterling Investment Advisors (Missouri)
Missouri
$3.02M +$169K +1,776 +6%
NEIRG
159
New England Investment & Retirement Group
Massachusetts
$3M +$13.8K +145 +0.5%
IFS
160
Ifrah Financial Services
Arkansas
$2.92M -$295K -3,096 -9%
GWM
161
Geneos Wealth Management
Colorado
$2.91M +$231K +2,428 +9%
MIAN
162
Mariner Independent Advisor Network
Kansas
$2.79M -$746K -7,840 -21%
OAM
163
Occidental Asset Management
California
$2.78M +$590K +6,198 +27%
NB
164
Nicolet Bankshares
Wisconsin
$2.76M +$248K +2,609 +10%
CC
165
Cadinha & Co
Hawaii
$2.67M -$34.5K -362 -1%
B
166
Bailard
California
$2.66M +$784K +8,233 +42%
SNT
167
Security National Trust
West Virginia
$2.65M +$108K +1,140 +4%
WP
168
WealthSource Partners
California
$2.62M +$248K +2,610 +10%
PP
169
Prudential plc
United Kingdom
$2.55M +$2.56M +26,900 New
JFGIW
170
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.54M -$7.71K -81 -0.3%
FMP
171
Financial Management Professionals
Texas
$2.49M -$8.38K -88 -0.3%
AWM
172
Avior Wealth Management
Nebraska
$2.48M +$17K +179 +0.7%
BIM
173
BlackRock Investment Management
Delaware
$2.47M -$156K -1,634 -6%
Invesco
174
Invesco
Georgia
$2.42M +$190 +2 +0%
FHC
175
First Heartland Consultants
Missouri
$2.39M +$65.9K +692 +3%