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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
401
JNBA Financial Advisors
Minnesota
$75K – – –
CFA
402
Carroll Financial Associates
North Carolina
$68K – – –
CPIG
403
Chicago Partners Investment Group
Illinois
$66K +$366 +4 +0.6%
VanEck Associates
404
VanEck Associates
New York
$64K +$63.5K +694 New
HCM
405
Horrell Capital Management
Arkansas
$60K – – –
RWM
406
Raffa Wealth Management
District of Columbia
$59.1K -$40.7K -445 -41%
MWM
407
MinichMacGregor Wealth Management
New York
$59K – – –
TF
408
Tompkins Financial
New York
$58K +$56.7K +619 New
DSC
409
Duncker Streett & Co
Missouri
$56K – – –
TDC
410
Thompson Davis & Co
Virginia
$50K – – –
PMFA
411
Plante Moran Financial Advisors
Michigan
$46K – – –
Simplex Trading
412
Simplex Trading
Illinois
$43K -$605K -6,606 -93%
RFA
413
Reilly Financial Advisors
California
$41K +$12.5K +137 +46%
TCM
414
TD Capital Management
Tennessee
$37K -$11.6K -127 -24%
HR
415
Howe & Rusling
New York
$36K +$2.29K +25 +7%
WRM
416
Westport Resources Management
Connecticut
$35K – – –
JIC
417
Joel Isaacson & Co
New York
$34K -$50.3K -550 -60%
BKA
418
Brick & Kyle Associates
Pennsylvania
$33K – – –
TWA
419
TCI Wealth Advisors
Arizona
$31K – – –
AA
420
AlphaMark Advisors
Kentucky
$31K +$30.6K +334 New
BAM
421
Barrett Asset Management
New York
$24K +$23.6K +258 New
VCM
422
Vigilant Capital Management
Maine
$24K +$23.9K +261 New
HIIFS
423
Harel Insurance Investments & Financial Services
Israel
$20K – – –
ADL
424
Asset Dedication LLC
California
$19K +$92 +1 +0.5%
FWM
425
Focused Wealth Management
New York
$19K +$92 +1 +0.5%