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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
626
Claraphi Advisory Network
United States
$170K +$168K +1,429 New
HR
627
Howe & Rusling
New York
$139K – – –
LGWM
628
Litman Gregory Wealth Management
California
$134K – – –
WCG
629
Weaver Consulting Group
California
$134K – – –
TF
630
Tompkins Financial
New York
$132K – – –
JWA
631
JFS Wealth Advisors
Pennsylvania
$127K +$53.1K +453 +74%
SB
632
Strategic Blueprint
Georgia
$124K +$122K +1,042 New
BCA
633
Berman Capital Advisors
Georgia
$119K – – –
WAP
634
Wealthcare Advisory Partners
Pennsylvania
$113K +$117 +1 +0.1%
LB
635
Legacy Bridge
Iowa
$112K – – –
GEA
636
Glen Eagle Advisors
New Jersey
$108K +$37.4K +319 +55%
First Manhattan
637
First Manhattan
New York
$102K – – –
GSWM
638
Golden State Wealth Management
California
$96K – – –
SIAS
639
Shine Investment Advisory Services
Colorado
$95K – – –
LWM
640
Liberty Wealth Management
California
$93K -$6.22K -53 -6%
HPC
641
HM Payson & Co
Maine
$87K – – –
CIM
642
Contravisory Investment Management
Massachusetts
$85K +$83.7K +713 New
RWM
643
Raffa Wealth Management
District of Columbia
$81.4K +$80.1K +683 New
RFWA
644
RPg Family Wealth Advisory
Massachusetts
$78K – – –
OIA
645
Optimum Investment Advisors
Illinois
$77K – – –
BWM
646
BerganKDV Wealth Management
Minnesota
$72K – – –
POIA
647
Pin Oak Investment Advisors
Texas
$72K – – –
CIA
648
Cascade Investment Advisors
Oregon
$71.5K – – –
GWS
649
Glassman Wealth Services
Virginia
$70K – – –
NCM
650
Next Capital Management
New York
$63K – – –