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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSA
151
Davis Selected Advisers
Arizona
$7.54M +$6.68M +53,668 +1,252%
AMG
152
Asset Management Group
Connecticut
$7.52M -$506K -4,066 -7%
AIG
153
American International Group
New York
$7.37M +$3.86M +31,020 +121%
OAM
154
Occidental Asset Management
California
$7.31M -$5.47K -44 -0.1%
IWA
155
Independence Wealth Advisors
Virginia
$7.18M -$397K -3,193 -5%
RWM
156
RKL Wealth Management
Pennsylvania
$6.84M -$371K -2,980 -5%
TIM
157
Tortoise Investment Management
New York
$6.83M -$366K -2,939 -5%
BOTW
158
Bank of the West
California
$6.83M +$62.5K +502 +1%
SS
159
Simplicity Solutions
Minnesota
$6.78M +$4.52M +36,355 +230%
FBA
160
Front Barnett Associates
Illinois
$6.76M -$45.3K -364 -0.7%
SC
161
Savant Capital
Illinois
$6.62M +$1.15M +9,261 +22%
AF
162
Advisornet Financial
Minnesota
$6.58M +$437K +3,515 +7%
Mirae Asset Global Investments
163
Mirae Asset Global Investments
South Korea
$6.55M +$1.94M +15,560 +45%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.33M +$305K +2,452 +5%
CWG
165
Cornerstone Wealth Group
North Carolina
$6.3M +$370K +2,976 +7%
CWM
166
Cranbrook Wealth Management
Michigan
$6.24M -$14.8K -119 -0.2%
CWM
167
Cahaba Wealth Management
Georgia
$6.19M -$1.14M -9,143 -16%
AA
168
Advisory Alpha
Michigan
$6.17M +$70.1K +563 +1%
FHC
169
First Heartland Consultants
Missouri
$6.13M +$2.28M +18,327 +64%
WP
170
WealthSource Partners
California
$6.09M -$24.4K -196 -0.4%
RIG
171
Ramiah Investment Group
Wisconsin
$6.07M +$5.81M +46,693 New
KM
172
Kalos Management
Georgia
$6.01M +$5.52M +44,325 +2,438%
GPA
173
Guidance Point Advisors
Massachusetts
$5.94M -$87.8K -706 -2%
SAM
174
Securian Asset Management
Minnesota
$5.92M +$398K +3,200 +8%
AAS
175
Avantax Advisory Services
Texas
$5.91M +$3.2M +25,687 +130%