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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
MinichMacGregor Wealth Management
New York
$61K
PAI
502
Pittenger & Anderson Inc
Nebraska
$60K
TDC
503
Thompson Davis & Co
Virginia
$56K -$9.21K -87 -14%
BC
504
Barnett & Company
Tennessee
$54K -$31.8K -300 -38%
PMFA
505
Plante Moran Financial Advisors
Michigan
$54K
PS
506
Portfolio Solutions
Michigan
$53K
FFW
507
Fusion Family Wealth
New York
$50K -$52.9K -500 -52%
RFA
508
Reilly Financial Advisors
California
$48K +$847 +8 +2%
WAP
509
Wealthcare Advisory Partners
Pennsylvania
$48K +$46.8K +442 New
FWM
510
Focused Wealth Management
New York
$45K +$22.5K +213 +102%
AOWM
511
Alpha Omega Wealth Management
Virginia
$45K +$44.5K +420 New
CB
512
Community Bank
New York
$39K -$2.65K -25 -6%
PA
513
Parallel Advisors
California
$39K
First Manhattan
514
First Manhattan
New York
$39K +$29.5K +279 +324%
SBL
515
Sargent Bickham Lagudis
Colorado
$37K +$106 +1 +0.3%
OFW
516
Omnia Family Wealth
Florida
$34K
FPS
517
Fieldpoint Private Securities
Connecticut
$33K +$32.3K +305 New
CBT
518
Central Bank & Trust
Kentucky
$30K
MA
519
MCF Advisors
Kentucky
$29K
TWA
520
TCI Wealth Advisors
Arizona
$27K
HT
521
Heritage Trust
Oklahoma
$26K
TCM
522
TD Capital Management
Tennessee
$26K +$212 +2 +0.8%
IWMA
523
Ironwood Wealth Management (Arizona)
Arizona
$26K +$25.9K +245 New
AssetMark Inc
524
AssetMark Inc
California
$25K -$635 -6 -3%
HDIM
525
Hanson & Doremus Investment Management
Vermont
$25K