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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDC
326
Thompson Davis & Co
Virginia
$54K
BCM
327
Brookstone Capital Management
Illinois
$50K +$51.1K +542 New
LWM
328
LBA Wealth Management
Florida
$48K
PMFA
329
Plante Moran Financial Advisors
Michigan
$47K +$1.42K +15 +3%
HCMT
330
Highland Capital Management (Tennessee)
Tennessee
$41K +$42K +445 New
TIM
331
Tortoise Investment Management
New York
$39K +$37.7K +400 +1,600%
WRM
332
Westport Resources Management
Connecticut
$35K
JIC
333
Joel Isaacson & Co
New York
$33K +$34.1K +361 New
W
334
Wealthfront
California
$32K -$2.83K -30 -8%
Credit Agricole
335
Credit Agricole
France
$32K +$33K +350 New
KCPG
336
Kavar Capital Partners Group
Kansas
$30K +$30.8K +326 New
FWM
337
Focused Wealth Management
New York
$29K +$94 +1 +0.3%
RFA
338
Reilly Financial Advisors
California
$28K
AssetMark Inc
339
AssetMark Inc
California
$23K -$283 -3 -1%
MAS
340
Madden Advisory Services
Florida
$23K +$24.2K +256 New
HI
341
Hudock Inc
Pennsylvania
$19K
WT
342
Whittier Trust
California
$17K -$17K -180 -50%
GWA
343
Genesis Wealth Advisors
Massachusetts
$16.6K -$82.7K -876 -83%
BKA
344
Brick & Kyle Associates
Pennsylvania
$15K
CTB
345
Country Trust Bank
Illinois
$14K -$35.5K -376 -71%
FANJ
346
Financial Architects (New Jersey)
New Jersey
$13K
CHP
347
Cable Hill Partners
Oregon
$11K
HDIM
348
Hanson & Doremus Investment Management
Vermont
$11K
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$10K
CBT
350
Central Bank & Trust
Kentucky
$10K +$10.7K +113 New