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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAM
176
Sterling Investment Advisors (Missouri)
Missouri
$9.96M -$113K -746 -1%
SWP
177
Stratos Wealth Partners
Ohio
$9.85M +$1.97M +13,043 +25%
JWCA
178
J.W. Cole Advisors
Florida
$9.8M -$185K -1,222 -2%
GWAM
179
Guardian Wealth Advisors (Minnesota)
Minnesota
$9.77M +$1.05M +6,921 +12%
BPA
180
Beacon Pointe Advisors
California
$9.77M +$255K +1,688 +3%
OAM
181
Occidental Asset Management
California
$9.64M -$118K -783 -1%
SC
182
Sepio Capital
Utah
$9.42M
Bank of New York Mellon
183
Bank of New York Mellon
New York
$9.23M +$70.6K +467 +0.8%
RIG
184
Ramiah Investment Group
Wisconsin
$9.21M +$9.17M +60,682 New
BFM
185
Broadview Financial Management
Wisconsin
$9.2M +$207K +1,368 +2%
SC
186
Sierra Capital
Florida
$9.11M +$16.5K +109 +0.2%
RFM
187
Royal Fund Management
Florida
$9.03M -$921K -6,093 -9%
AIM
188
Acropolis Investment Management
Missouri
$8.96M -$146K -963 -2%
JF
189
JSF Financial
California
$8.82M -$299K -1,979 -3%
PL
190
Polianta Ltd
Jersey
$8.74M +$3.99M +26,400 +85%
FBA
191
Front Barnett Associates
Illinois
$8.7M -$66.9K -443 -0.8%
LIA
192
LBMC Investment Advisors
Tennessee
$8.46M -$286K -1,895 -3%
IW
193
Instrumental Wealth
Florida
$8.25M +$8.26M +54,666 New
BFA
194
BBJS Financial Advisors
Washington
$8.15M +$1.24M +8,208 +18%
CWM
195
Calamos Wealth Management
Illinois
$8.11M -$1.01M -6,663 -11%
AMG
196
Asset Management Group
Connecticut
$8.06M +$35.8K +237 +0.4%
GPA
197
Guidance Point Advisors
Massachusetts
$8.05M +$284K +1,880 +4%
PFPT
198
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.92M +$333K +2,206 +4%
MMRF
199
Michelson Medical Research Foundation
California
$7.88M -$6.22M -41,180 -44%
GL
200
Graypoint LLC
New York
$7.79M -$331K -2,189 -4%