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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
626
Tompkins Financial
New York
$112K
WAM
627
Wolverine Asset Management
Illinois
$110K -$422K -3,862 -78%
BHWM
628
Bay Harbor Wealth Management
Maryland
$97K +$105K +958 New
LB
629
Legacy Bridge
Iowa
$95K +$103K +944 New
FNC
630
First National Corp
Massachusetts
$94K +$102K +931 New
YWP
631
YorkBridge Wealth Partners
New York
$93K +$109 +1 +0.1%
APC
632
Aspire Private Capital
North Carolina
$93K +$101K +921 New
WAP
633
Wealthcare Advisory Partners
Pennsylvania
$92K -$35.7K -326 -26%
BTNA
634
Bremer Trust National Association
Minnesota
$92K +$100K +914 New
DBT
635
Dubuque Bank & Trust
Iowa
$83K
CFD
636
Creative Financial Designs
Indiana
$82K -$16.5K -151 -16%
SIAS
637
Shine Investment Advisory Services
Colorado
$81K
WIM
638
Westside Investment Management
California
$72.9K +$78.9K +721 New
POIA
639
Pin Oak Investment Advisors
Texas
$71K
WT
640
Whittier Trust
California
$70K
First Manhattan
641
First Manhattan
New York
$69K
CAM
642
Cresset Asset Management
Illinois
$69K +$74.6K +682 New
RWM
643
Raffa Wealth Management
District of Columbia
$68.3K +$985 +9 +1%
SFSIG
644
San Francisco Sentry Investment Group
California
$64K
VCM
645
Vigilant Capital Management
Maine
$64K
JWA
646
JFS Wealth Advisors
Pennsylvania
$62K +$109 +1 +0.2%
BWM
647
BerganKDV Wealth Management
Minnesota
$61K +$328 +3 +0.5%
CIA
648
Cascade Investment Advisors
Oregon
$60.7K +$65.6K +600 New
MG
649
MilWealth Group
Wisconsin
$59.2K +$64K +585 New
NCM
650
Next Capital Management
New York
$54K +$58K +530 New