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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
376
American Research & Management Company
Massachusetts
$116K – – –
LWM
377
LBA Wealth Management
Florida
$114K – – –
RWM
378
Raffa Wealth Management
District of Columbia
$97.2K +$39K +457 +73%
KKAMG
379
Kernodle & Katon Asset Management Group
Arkansas
$86K – – –
GAM
380
Gemmer Asset Management
California
$86K +$21.4K +251 +35%
KF
381
Krilogy Financial
Missouri
$86K +$81.2K +951 New
JIC
382
Joel Isaacson & Co
New York
$82K +$46.9K +550 +152%
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$74K -$9.98K -117 -12%
JFA
384
JNBA Financial Advisors
Minnesota
$72K – – –
WA
385
WFG Advisors
Texas
$72K – – –
CFA
386
Carroll Financial Associates
North Carolina
$66K – – –
CPIG
387
Chicago Partners Investment Group
Illinois
$64K -$77.7K -910 -56%
HCM
388
Horrell Capital Management
Arkansas
$58K – – –
MWM
389
MinichMacGregor Wealth Management
New York
$57K – – –
DSC
390
Duncker Streett & Co
Missouri
$54K – – –
UFA
391
US Financial Advisors
Massachusetts
$50K – – –
TDC
392
Thompson Davis & Co
Virginia
$48K -$2.22K -26 -5%
TCM
393
TD Capital Management
Tennessee
$47K -$37.4K -438 -45%
PMFA
394
Plante Moran Financial Advisors
Michigan
$45K – – –
WRM
395
Westport Resources Management
Connecticut
$34K – – –
BKA
396
Brick & Kyle Associates
Pennsylvania
$32K – – –
HR
397
Howe & Rusling
New York
$32K +$30.5K +358 New
TWA
398
TCI Wealth Advisors
Arizona
$30K – – –
RFA
399
Reilly Financial Advisors
California
$27K – – –
OC
400
Oakworth Capital
Alabama
$21K – – –