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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
626
Howe & Rusling
New York
$139K
LGWM
627
Litman Gregory Wealth Management
California
$134K
WCG
628
Weaver Consulting Group
California
$134K
TF
629
Tompkins Financial
New York
$132K
JWA
630
JFS Wealth Advisors
Pennsylvania
$127K +$53.1K +453 +74%
SB
631
Strategic Blueprint
Georgia
$124K +$122K +1,042 New
BCA
632
Berman Capital Advisors
Georgia
$119K
WAP
633
Wealthcare Advisory Partners
Pennsylvania
$113K +$117 +1 +0.1%
LB
634
Legacy Bridge
Iowa
$112K
GEA
635
Glen Eagle Advisors
New Jersey
$108K +$37.4K +319 +55%
First Manhattan
636
First Manhattan
New York
$102K
GSWM
637
Golden State Wealth Management
California
$96K
SIAS
638
Shine Investment Advisory Services
Colorado
$95K
LWM
639
Liberty Wealth Management
California
$93K -$6.22K -53 -6%
HPC
640
HM Payson & Co
Maine
$87K
CIM
641
Contravisory Investment Management
Massachusetts
$85K +$83.7K +713 New
RWM
642
Raffa Wealth Management
District of Columbia
$81.4K +$80.1K +683 New
RFWA
643
RPg Family Wealth Advisory
Massachusetts
$78K
OIA
644
Optimum Investment Advisors
Illinois
$77K
BWM
645
BerganKDV Wealth Management
Minnesota
$72K
POIA
646
Pin Oak Investment Advisors
Texas
$72K
CIA
647
Cascade Investment Advisors
Oregon
$71.5K
GWS
648
Glassman Wealth Services
Virginia
$70K
NCM
649
Next Capital Management
New York
$63K
PMFA
650
Plante Moran Financial Advisors
Michigan
$59K