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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
626
Weaver Consulting Group
California
$131K
BCI
627
Brinker Capital Investments
Pennsylvania
$130K -$2.23M -19,479 -95%
TF
628
Tompkins Financial
New York
$130K
MF
629
Manchester Financial
California
$117K +$115K +1,000 New
BCA
630
Berman Capital Advisors
Georgia
$116K +$115K +1,000 New
LB
631
Legacy Bridge
Iowa
$110K
WAP
632
Wealthcare Advisory Partners
Pennsylvania
$110K +$4.12K +36 +4%
First Manhattan
633
First Manhattan
New York
$100K +$19.6K +171 +25%
YWP
634
YorkBridge Wealth Partners
New York
$99K +$2.29K +20 +2%
LWM
635
Liberty Wealth Management
California
$97K -$24.3K -212 -20%
GSWM
636
Golden State Wealth Management
California
$93K
SIAS
637
Shine Investment Advisory Services
Colorado
$93K
CFB
638
Cullen/Frost Bankers
Texas
$90K +$65.6K +573 +287%
BHWM
639
Bay Harbor Wealth Management
Maryland
$86K +$61.5K +537 +266%
HPC
640
HM Payson & Co
Maine
$85K +$83.7K +731 New
WIM
641
Westside Investment Management
California
$84K +$82.6K +721 New
MWM
642
Meridian Wealth Management
Kentucky
$81.6K +$80.2K +700 New
WT
643
Whittier Trust
California
$81K -$279K -2,433 -78%
RFWA
644
RPg Family Wealth Advisory
Massachusetts
$76.4K -$25.5K -223 -25%
OIA
645
Optimum Investment Advisors
Illinois
$76K -$53.3K -465 -42%
SFSIG
646
San Francisco Sentry Investment Group
California
$73K
JWA
647
JFS Wealth Advisors
Pennsylvania
$71K
POIA
648
Pin Oak Investment Advisors
Texas
$71K
BWM
649
BerganKDV Wealth Management
Minnesota
$71K +$115 +1 +0.2%
CIA
650
Cascade Investment Advisors
Oregon
$69.9K