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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
501
Barrett Asset Management
New York
$27K – – –
TWA
502
TCI Wealth Advisors
Arizona
$26K -$9.06K -87 -26%
TCM
503
TD Capital Management
Tennessee
$26K -$6.67K -64 -21%
HT
504
Heritage Trust
Oklahoma
$26K – – –
AssetMark Inc
505
AssetMark Inc
California
$25K -$15.2M -145,464 -100%
HDIM
506
Hanson & Doremus Investment Management
Vermont
$25K – – –
AF
507
Allworth Financial
California
$23K +$17K +163 +308%
FWM
508
Focused Wealth Management
New York
$22K – – –
CWM
509
Catamount Wealth Management
Connecticut
$20K – – –
JWA
510
JFS Wealth Advisors
Pennsylvania
$19K +$104 +1 +0.6%
MIM
511
Macroview Investment Management
Maryland
$17K – – –
EA
512
Edge Advisors
Georgia
$15K – – –
BRC
513
Bell Rock Capital
Delaware
$15K +$15.2K +146 New
MCIA
514
Mountain Capital Investment Advisors
Colorado
$14K +$13.5K +130 New
GWS
515
Glassman Wealth Services
Virginia
$10K +$10.4K +100 New
First Manhattan
516
First Manhattan
New York
$9K – – –
GEA
517
Glen Eagle Advisors
New Jersey
$8.4K – – –
AIA
518
Armor Investment Advisors
North Carolina
$8K – – –
PG
519
Patten Group
Tennessee
$7K – – –
PK
520
Pflug Koory
Nebraska
$7K – – –
CG
521
Cutler Group
California
$6K -$317K -3,041 -98%
GI
522
GS Investments
Minnesota
$5.25K +$5.21K +50 New
HI
523
Hudock Inc
Pennsylvania
$4K – – –
LWA
524
Lowe Wealth Advisors
Maryland
$4K – – –
GI
525
Gradient Investments
Minnesota
$3K – – –