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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
276
Patton Albertson Miller Group
Tennessee
$205K +$201K +2,273 New
BRWA
277
B. Riley Wealth Advisors
Florida
$193K +$51.7K +585 +14%
GT
278
Glenmede Trust
Pennsylvania
$190K +$7.42K +84 +4%
WTC
279
WhitTier Trust Company
Nevada
$185K
PFG
280
Pacific Financial Group
Washington
$133K +$972 +11 +0.8%
CTC
281
Central Trust Company
Missouri
$131K
CFA
282
Carroll Financial Associates
North Carolina
$121K +$45.9K +520 +64%
PAS
283
Partnervest Advisory Services
California
$115K -$25.6K -290 -19%
FBT
284
Founders Bank & Trust
Michigan
$112K
CFN
285
Cordasco Financial Network
Florida
$102K
WA
286
WFG Advisors
Texas
$94K +$4.15K +47 +5%
JFA
287
JNBA Financial Advisors
Minnesota
$91K
SFSIG
288
San Francisco Sentry Investment Group
California
$87K
HCM
289
Horrell Capital Management
Arkansas
$84K +$28.7K +325 +50%
EWM
290
Elite Wealth Management
Washington
$77K
M&T Bank
291
M&T Bank
New York
$65K
IPC
292
Independent Portfolio Consultants
Florida
$56K +$55.2K +625 New
RWM
293
Raffa Wealth Management
District of Columbia
$54.5K +$265 +3 +0.5%
WT
294
Whittier Trust
California
$49K
WEC
295
Winslow Evans & Crocker
Massachusetts
$44.1K
CHAM
296
Clear Harbor Asset Management
Connecticut
$43K +$42.1K +477 New
WRM
297
Westport Resources Management
Connecticut
$34K
EAMA
298
EFG Asset Management (Americas)
Florida
$28K
FWM
299
Focused Wealth Management
New York
$28K +$10.5K +119 +60%
TCM
300
TD Capital Management
Tennessee
$28K +$12.9K +146 +91%