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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Stone Asset Management
Texas
$10.3M +$59.5K +417 +0.6%
OIA
177
OneDigital Investment Advisors
Kansas
$9.98M -$1.2M -8,394 -11%
CS
178
Comerica Securities
Michigan
$9.88M -$304K -2,132 -3%
MWM
179
Modera Wealth Management
New Jersey
$9.79M -$54.8K -384 -0.6%
CFG
180
Citizens Financial Group
Rhode Island
$9.76M +$215K +1,508 +2%
SIAM
181
Sterling Investment Advisors (Missouri)
Missouri
$9.63M -$119K -835 -1%
JWCA
182
J.W. Cole Advisors
Florida
$9.54M +$140K +979 +2%
RFM
183
Royal Fund Management
Florida
$9.52M -$33K -231 -0.4%
OAM
184
Occidental Asset Management
California
$9.33M -$69.1K -484 -0.7%
DSA
185
Davis Selected Advisers
Arizona
$9.12M +$4.43M +31,035 +97%
BPA
186
Beacon Pointe Advisors
California
$9.09M -$622K -4,355 -6%
SC
187
Sepio Capital
Utah
$9.01M
LWA
188
LWS Wealth Advisors
New Jersey
$8.85M -$84.8K -594 -1%
Bank of New York Mellon
189
Bank of New York Mellon
New York
$8.75M +$1.26M +8,831 +17%
JF
190
JSF Financial
California
$8.72M +$1.02M +7,129 +13%
CWM
191
Calamos Wealth Management
Illinois
$8.72M -$233K -1,635 -3%
PFA
192
Pinnacle Family Advisors
Missouri
$8.72M +$3.93M +27,563 +85%
AIM
193
Acropolis Investment Management
Missouri
$8.7M -$196K -1,376 -2%
SC
194
Sierra Capital
Florida
$8.7M -$2.89M -20,251 -25%
BFM
195
Broadview Financial Management
Wisconsin
$8.59M -$735K -5,151 -8%
CFP
196
Catalyst Financial Partners
Massachusetts
$8.38M +$8.25M +57,776 New
FBA
197
Front Barnett Associates
Illinois
$8.38M +$11.3K +79 +0.1%
LIA
198
LBMC Investment Advisors
Tennessee
$8.36M +$194K +1,362 +2%
GWAM
199
Guardian Wealth Advisors (Minnesota)
Minnesota
$8.34M +$366K +2,567 +5%
FAN
200
Financial Advisors Network
California
$8.17M +$543K +3,804 +7%