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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
601
Institutional & Family Asset Management
Colorado
$22K
SFG
602
SevenBridge Financial Group
Pennsylvania
$22K
HDIM
603
Hanson & Doremus Investment Management
Vermont
$21K
SWP
604
Strategic Wealth Partners
Ohio
$19K
AssetMark Inc
605
AssetMark Inc
California
$18K -$10.7M -96,557 -100%
DWA
606
Divergent Wealth Advisors
Utah
$18K
MIM
607
Macroview Investment Management
Maryland
$18K
CB
608
Community Bank
New York
$17K -$2.22K -20 -12%
HT
609
Heritage Trust
Oklahoma
$17K
JAM
610
Jolley Asset Management
North Carolina
$16K
CCM
611
Covington Capital Management
California
$14K
TFA
612
Toth Financial Advisory
Virginia
$13K
AC
613
Avestar Capital
New York
$12K
AWM
614
Avondale Wealth Management
Texas
$11K -$692K -6,245 -98%
GWS
615
Glassman Wealth Services
Virginia
$11K
AWM
616
AllSquare Wealth Management
New York
$11K +$11.1K +100 New
RFM
617
Royal Fund Management
Florida
$11K +$11.9K +107 New
MPPLM
618
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9K -$4.32K -39 -33%
FRA
619
Front Row Advisors
California
$8K -$1.99K -18 -20%
AWM
620
Aevitas Wealth Management
Massachusetts
$8K
AIA
621
Armor Investment Advisors
North Carolina
$8K
PG
622
Patten Group
Tennessee
$8K
LGWM
623
Litman Gregory Wealth Management
California
$8K +$8.31K +75 New
SIS
624
Sound Income Strategies
Florida
$7K -$7.42K -67 -52%
PK
625
Pflug Koory
Nebraska
$7K