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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
301
Plante Moran Financial Advisors
Michigan
$45K +$24.5K +269 +119%
MHS
302
M Holdings Securities
Oregon
$40K +$40.4K +445 New
JIC
303
Joel Isaacson & Co
New York
$38K +$38.8K +427 New
WRM
304
Westport Resources Management
Connecticut
$34K
WT
305
Whittier Trust
California
$32K -$16.4K -180 -33%
FWM
306
Focused Wealth Management
New York
$29K
RFA
307
Reilly Financial Advisors
California
$27K
AssetMark Inc
308
AssetMark Inc
California
$23K -$454 -5 -2%
MAS
309
Madden Advisory Services
Florida
$23K
TCM
310
TD Capital Management
Tennessee
$19K -$8.73K -96 -31%
TWA
311
TCI Wealth Advisors
Arizona
$18K -$1.91K -21 -10%
WA
312
Winfield Associates
Ohio
$16K +$14.5K +160 +800%
CIM
313
Contravisory Investment Management
Massachusetts
$12K +$12.2K +134 New
HDIM
314
Hanson & Doremus Investment Management
Vermont
$11K
First Manhattan
315
First Manhattan
New York
$7K
GAM
316
Gemmer Asset Management
California
$7K
MA
317
MCF Advisors
Kentucky
$6K
HRIA
318
Haberer Registered Investment Advisor
Ohio
$5K
ECM
319
Exchange Capital Management
Michigan
$4K +$3.73K +41 New
EIM
320
Emerson Investment Management
Massachusetts
$3K +$3.18K +35 New
TIM
321
Tortoise Investment Management
New York
$2K
ACH
322
Axis Capital Holdings
-$27.9M -308,873 Closed
TCM
323
Tuttle Capital Management
Connecticut
-$3.74M -41,177 Closed
TRCT
324
Tower Research Capital (TRC)
New York
-$1.51M -16,736 Closed
Citadel Advisors
325
Citadel Advisors
Florida
-$900K -9,964 Closed