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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
276
San Francisco Sentry Investment Group
California
$84K +$61.5K +728 +303%
EWM
277
Elite Wealth Management
Washington
$74K
CFA
278
Carroll Financial Associates
North Carolina
$71K
M&T Bank
279
M&T Bank
New York
$62K +$60.7K +719 New
HCM
280
Horrell Capital Management
Arkansas
$56K
RWM
281
Raffa Wealth Management
District of Columbia
$52.1K -$845 -10 -2%
WT
282
Whittier Trust
California
$47K
WEC
283
Winslow Evans & Crocker
Massachusetts
$42.5K
WRM
284
Westport Resources Management
Connecticut
$33K
KCPG
285
Kavar Capital Partners Group
Kansas
$28K +$2.2K +26 +9%
EAMA
286
EFG Asset Management (Americas)
Florida
$27K
LWA
287
Lenox Wealth Advisors
New York
$26K +$25.3K +300 New
AssetMark Inc
288
AssetMark Inc
California
$23K -$338 -4 -1%
PMFA
289
Plante Moran Financial Advisors
Michigan
$20K
TWA
290
TCI Wealth Advisors
Arizona
$19K
FWM
291
Focused Wealth Management
New York
$17K +$84 +1 +0.5%
TCM
292
TD Capital Management
Tennessee
$14K +$13.5K +160 New
Manulife (Manufacturers Life Insurance)
293
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K
HDIM
294
Hanson & Doremus Investment Management
Vermont
$11K
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$9K
GAM
296
Gemmer Asset Management
California
$7K +$6.42K +76 New
MA
297
MCF Advisors
Kentucky
$6K
HRIA
298
Haberer Registered Investment Advisor
Ohio
$4K
WA
299
Winfield Associates
Ohio
$4K
TIM
300
Tortoise Investment Management
New York
$2K