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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$52K +$55.2K +617 New
TDC
327
Thompson Davis & Co
Virginia
$47K -$2.59K -29 -5%
BCM
328
Brookstone Capital Management
Illinois
$46K
LWM
329
LBA Wealth Management
Florida
$44K
PMFA
330
Plante Moran Financial Advisors
Michigan
$42K -$1.34K -15 -3%
BC
331
Bartlett & Co
Ohio
$39K +$32.7K +366 +385%
HCMT
332
Highland Capital Management (Tennessee)
Tennessee
$37K
WRM
333
Westport Resources Management
Connecticut
$32K
JIC
334
Joel Isaacson & Co
New York
$30K
Credit Agricole
335
Credit Agricole
France
$29K
TWA
336
TCI Wealth Advisors
Arizona
$28K -$76.9K -860 -72%
W
337
Wealthfront
California
$27K -$1.61K -18 -5%
FWM
338
Focused Wealth Management
New York
$27K
KCPG
339
Kavar Capital Partners Group
Kansas
$27K
RFA
340
Reilly Financial Advisors
California
$25K
AssetMark Inc
341
AssetMark Inc
California
$21K -$179 -2 -0.8%
MAS
342
Madden Advisory Services
Florida
$21K
KF
343
Krilogy Financial
Missouri
$18K +$19.1K +214 New
HI
344
Hudock Inc
Pennsylvania
$17K
DLHL
345
Donald L. Hagan LLC
Florida
$16K +$16.6K +186 New
WT
346
Whittier Trust
California
$15K
BKA
347
Brick & Kyle Associates
Pennsylvania
$13K
CHP
348
Cable Hill Partners
Oregon
$10K
HDIM
349
Hanson & Doremus Investment Management
Vermont
$10K
CAPTRUST Financial Advisors
350
CAPTRUST Financial Advisors
North Carolina
$9K