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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
426
Hanson & Doremus Investment Management
Vermont
$27K +$15.5K +163 +135%
GWS
427
Glassman Wealth Services
Virginia
$26K +$26.2K +275 New
BAM
428
Barrett Asset Management
New York
$24K
ADL
429
Asset Dedication LLC
California
$20K
FWM
430
Focused Wealth Management
New York
$20K +$95 +1 +0.5%
CWM
431
Catamount Wealth Management
Connecticut
$18K +$18.5K +194 New
WT
432
Whittier Trust
California
$17K
MIM
433
Macroview Investment Management
Maryland
$15K +$15.2K +160 New
JWA
434
JFS Wealth Advisors
Pennsylvania
$12K
CHP
435
Cable Hill Partners
Oregon
$11K
CAPTRUST Financial Advisors
436
CAPTRUST Financial Advisors
North Carolina
$10K +$10.1K +106 New
JFA
437
JNBA Financial Advisors
Minnesota
$8K -$68K -715 -89%
First Manhattan
438
First Manhattan
New York
$8K
S
439
SignatureFD
Georgia
$8K
PG
440
Patten Group
Tennessee
$6.55K
MI
441
Montage Investments
Kansas
$6K +$6.47K +68 New
GI
442
Gradient Investments
Minnesota
$3K
VCM
443
Vigilant Capital Management
Maine
$2K -$22.4K -235 -90%
MA
444
MCF Advisors
Kentucky
$2K
LWA
445
Lowe Wealth Advisors
Maryland
$1K
PAS
446
Park Avenue Securities
New York
-$24.7M -265,361 Closed
FFS
447
Founders Financial Securities
Maryland
-$15.9M -171,133 Closed
JGC
448
J. Goldman & Co
New York
-$13.1M -140,600 Closed
SG Americas Securities
449
SG Americas Securities
New York
-$2.28M -24,533 Closed
Citadel Advisors
450
Citadel Advisors
Florida
-$2.08M -22,408 Closed