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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCG
176
Sonata Capital Group
Washington
$989K +$155K +1,668 +19%
IFA
177
Interactive Financial Advisors
Illinois
$987K -$116K -1,253 -11%
WCM
178
Wealthcare Capital Management
Virginia
$974K +$673K +7,242 +220%
LFG
179
LifePlan Financial Group
Ohio
$972K -$37K -398 -4%
TFF
180
The Family Firm
Maryland
$958K +$4.27K +46 +0.4%
SFA
181
Sequoia Financial Advisors
Ohio
$956K +$31.9K +343 +3%
ACM
182
Azimuth Capital Management
Michigan
$944K +$7.43K +80 +0.8%
SFG
183
SNS Financial Group
Minnesota
$943K +$189K +2,037 +25%
RJT
184
Raymond James Trust
Florida
$931K -$797K -8,583 -46%
TRCT
185
Tower Research Capital (TRC)
New York
$925K +$928K +9,990 New
PPA
186
Parametric Portfolio Associates
Washington
$922K -$117K -1,259 -11%
HW
187
Hancock Whitney
Mississippi
$895K -$33.6K -362 -4%
DPI
188
Diversified Portfolios Inc
Michigan
$887K
Brown Advisory
189
Brown Advisory
Maryland
$878K +$566K +6,099 +180%
AIS
190
American Investment Services
Massachusetts
$869K -$9.75K -105 -1%
HIS
191
Horizon Investment Services
Indiana
$846K +$300K +3,232 +55%
DWA
192
Dorsey Wright & Associates
California
$842K -$8.77M -94,430 -91%
BP
193
Ballentine Partners
Massachusetts
$835K
FIM
194
Freedom Investment Management
Connecticut
$818K +$10.3K +111 +1%
BFO
195
Boston Family Office
Massachusetts
$796K -$92.9K -1,000 -10%
GF
196
Gerstein Fisher
New York
$796K -$14.1K -152 -2%
SC
197
Stratford Consulting
Texas
$786K +$650 +7 +0.1%
FNBT
198
FineMark National Bank & Trust
Florida
$781K -$9.38K -101 -1%
JA
199
JOYN Advisors
Georgia
$769K -$305K -3,287 -28%
PFPT
200
Pinnacle Financial Partners (Tennessee)
Tennessee
$753K -$132K -1,417 -15%