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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
376
Gradient Investments
Minnesota
$34K +$34K +380 New
WRM
377
Westport Resources Management
Connecticut
$33K
JIC
378
Joel Isaacson & Co
New York
$32K
BKA
379
Brick & Kyle Associates
Pennsylvania
$32K +$17.9K +200 +125%
Credit Agricole
380
Credit Agricole
France
$31K
TWA
381
TCI Wealth Advisors
Arizona
$30K
KCPG
382
Kavar Capital Partners Group
Kansas
$28K
RFA
383
Reilly Financial Advisors
California
$27K
OC
384
Oakworth Capital
Alabama
$20K +$20.7K +231 New
RFWA
385
RPg Family Wealth Advisory
Massachusetts
$17.5K +$17.7K +198 New
JWA
386
JFS Wealth Advisors
Pennsylvania
$17K +$17.1K +191 New
WT
387
Whittier Trust
California
$16K
Thrivent Financial for Lutherans
388
Thrivent Financial for Lutherans
Minnesota
$15K +$15.2K +170 New
CHP
389
Cable Hill Partners
Oregon
$11K
HDIM
390
Hanson & Doremus Investment Management
Vermont
$11K
CAPTRUST Financial Advisors
391
CAPTRUST Financial Advisors
North Carolina
$9K
EWM
392
Endurance Wealth Management
Rhode Island
$9K
GWM
393
Gupta Wealth Management
California
$9K +$9.12K +102 New
ACM
394
Argentus Capital Management
Texas
$8K -$465K -5,196 -98%
First Manhattan
395
First Manhattan
New York
$7K
PG
396
Patten Group
Tennessee
$6.2K
BL
397
Balentine LLC
Georgia
$6K +$6.26K +70 New
AF
398
Allworth Financial
California
$5K
MA
399
MCF Advisors
Kentucky
$2K
MFW
400
Mosaic Family Wealth
Missouri
$2K +$2.23K +25 New