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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
376
Armbruster Capital Management
New York
$207K
MWM
377
Modera Wealth Management
New Jersey
$205K +$202K +2,209 New
AC
378
Addison Capital
Pennsylvania
$205K +$202K +2,210 New
CCB
379
Cutter & Co Brokerage
Missouri
$202K +$199K +2,175 New
CTC
380
Central Trust Company
Missouri
$200K
AF
381
Arrow Financial
New York
$200K +$9.15K +100 +5%
WTC
382
WhitTier Trust Company
Nevada
$190K
SSB
383
Sandy Spring Bank
Maryland
$172K -$35.8K -391 -17%
WP
384
WealthPLAN Partners
Nebraska
$159K +$313K +3,424 New
KLI
385
Kelman-Lazarov Inc
Tennessee
$158K
AIM
386
Advantage Investment Management
Iowa
$155K -$1.61M -17,616 -91%
SFPM
387
Sensible Financial Planning & Management
Massachusetts
$147K +$92 +1 +0.1%
BBHC
388
Brown Brothers Harriman & Co
New York
$144K
CFS
389
Commonwealth Financial Services
West Virginia
$138K +$136K +1,490 New
LWA
390
Lenox Wealth Advisors
New York
$130K
SCM
391
Southport Capital Management
Tennessee
$124K +$123K +1,339 New
SBL
392
Sargent Bickham Lagudis
Colorado
$121K
ARMC
393
American Research & Management Company
Massachusetts
$120K
HWP
394
Hefty Wealth Partners
Indiana
$119K -$13.7K -150 -10%
LWM
395
LBA Wealth Management
Florida
$118K
GAM
396
Gemmer Asset Management
California
$102K +$11.7K +128 +13%
WA
397
WFG Advisors
Texas
$101K +$26.7K +292 +37%
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$97K +$19.5K +213 +26%
KF
399
Krilogy Financial
Missouri
$90K +$1.65K +18 +2%
KKAMG
400
Kernodle & Katon Asset Management Group
Arkansas
$89K