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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
351
Hefty Wealth Partners
Indiana
$146K +$148K +1,653 New
AIM
352
Advantage Investment Management
Iowa
$145K
CPIG
353
Chicago Partners Investment Group
Illinois
$143K +$145K +1,618 New
BBHC
354
Brown Brothers Harriman & Co
New York
$137K
ARMC
355
American Research & Management Company
Massachusetts
$114K +$115K +1,291 New
LWM
356
LBA Wealth Management
Florida
$112K +$66.8K +747 +144%
FHA
357
First Horizon Advisors
Tennessee
$108K -$157K -1,754 -59%
WP
358
WealthPLAN Partners
Nebraska
$93.3K +$282K +3,156 New
TCM
359
TD Capital Management
Tennessee
$85K +$28K +313 +48%
BC
360
Bartlett & Co
Ohio
$85K +$45.1K +504 +109%
KKAMG
361
Kernodle & Katon Asset Management Group
Arkansas
$85K +$85.9K +961 New
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$84K +$29.3K +328 +53%
WA
363
WFG Advisors
Texas
$71K -$17.6K -197 -20%
JFA
364
JNBA Financial Advisors
Minnesota
$71K
CFA
365
Carroll Financial Associates
North Carolina
$65K
GAM
366
Gemmer Asset Management
California
$63K +$18.6K +208 +41%
MWM
367
MinichMacGregor Wealth Management
New York
$60K +$57.5K +643 New
HCM
368
Horrell Capital Management
Arkansas
$58K
RWM
369
Raffa Wealth Management
District of Columbia
$55.3K +$358 +4 +0.6%
DSC
370
Duncker Streett & Co
Missouri
$53K +$53.6K +600 New
TDC
371
Thompson Davis & Co
Virginia
$49K
UFA
372
US Financial Advisors
Massachusetts
$49K +$44.3K +495 +773%
PMFA
373
Plante Moran Financial Advisors
Michigan
$44K
CG
374
Cutler Group
California
$39K +$39.4K +441 New
CB
375
Community Bank
New York
$38K +$33.7K +377 +754%