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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
Wolverine Asset Management
Illinois
$4.54M +$3.94M +37,900 +654%
JFA
152
Johanson Financial Advisors
California
$4.52M +$4.51M +43,449 New
CBU
153
CIBC Bank USA
Illinois
$4.51M -$213K -2,050 -5%
SCG
154
Sonata Capital Group
Washington
$4.41M +$64.2K +618 +1%
Northern Trust
155
Northern Trust
Illinois
$4.26M -$501K -4,823 -11%
PFA
156
Pure Financial Advisors
California
$4.17M +$369K +3,551 +10%
TWA
157
Tillar-Wenstrup Advisors
Ohio
$4.11M -$118K -1,138 -3%
IA
158
IFP Advisors
Florida
$4.11M -$709K -6,825 -15%
TH
159
Timber Hill
Connecticut
$4.06M +$888K +8,550 +28%
CA
160
Clearstead Advisors
Ohio
$4.04M -$126K -1,216 -3%
PSUF
161
People's United Financial
Connecticut
$3.99M +$68.8K +662 +2%
LFG
162
LifePlan Financial Group
Ohio
$3.95M +$2.9M +27,906 +277%
OAM
163
Occidental Asset Management
California
$3.95M +$761K +7,323 +24%
CG
164
Colony Group
Massachusetts
$3.95M -$63.6K -612 -2%
SAM
165
Silvercrest Asset Management
New York
$3.94M +$90.9K +875 +2%
WP
166
WealthSource Partners
California
$3.92M +$66.1K +636 +2%
CS
167
Credit Suisse
Switzerland
$3.88M -$1.32M -12,673 -25%
CCM
168
Cribstone Capital Management
Maine
$3.84M -$176K -1,695 -4%
FBA
169
Front Barnett Associates
Illinois
$3.84M +$163K +1,565 +4%
FNBT
170
FineMark National Bank & Trust
Florida
$3.75M -$147K -1,415 -4%
VFA
171
Voya Financial Advisors
Connecticut
$3.74M -$619K -5,956 -14%
Creative Planning
172
Creative Planning
Kansas
$3.69M +$11K +106 +0.3%
NEIRG
173
New England Investment & Retirement Group
Massachusetts
$3.53M +$231K +2,221 +7%
SNT
174
Security National Trust
West Virginia
$3.5M +$365K +3,510 +12%
FHC
175
First Heartland Consultants
Missouri
$3.46M -$219K -2,112 -6%