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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
701
Washington Trust
Rhode Island
$32K +$39.6K +333 New
HWA
702
HHM Wealth Advisors
Tennessee
$31K +$38.6K +324 New
MCM
703
McMillion Capital Management
North Carolina
$30K – – –
SC
704
Stratford Consulting
Texas
$29K -$795K -6,678 -96%
GI
705
Gradient Investments
Minnesota
$28K -$170K -1,429 -83%
TWA
706
TCI Wealth Advisors
Arizona
$28K -$23.1K -194 -40%
FFW
707
Fusion Family Wealth
New York
$28K – – –
RFA
708
Reilly Financial Advisors
California
$28K – – –
RP
709
Rice Partnership
Hawaii
$28K – – –
TCOV
710
Trust Company of Vermont
Vermont
$27K +$714 +6 +2%
HPC
711
HM Payson & Co
Maine
$26K -$54.4K -457 -63%
WFMPM
712
Woodley Farra Manion Portfolio Management
Indiana
$26K -$14.3K -120 -30%
MA
713
MCF Advisors
Kentucky
$26K – – –
AT
714
Arden Trust
Delaware
$26K +$31.5K +265 New
PP
715
PrairieView Partners
Minnesota
$26K +$32.7K +275 New
CT
716
Caldwell Trust
Florida
$25K – – –
JFA
717
JNBA Financial Advisors
Minnesota
$25K – – –
AIM
718
Axiom Investment Management
New York
$23K – – –
IWMA
719
Ironwood Wealth Management (Arizona)
Arizona
$23K – – –
GFPC
720
Global Financial Private Client
Florida
$22.2K – – –
AIC
721
Archer Investment Corporation
Indiana
$21K -$13.3K -112 -34%
FWM
722
Focused Wealth Management
New York
$21K – – –
CCM
723
Covington Capital Management
California
$21K +$10.9K +92 +71%
CFD
724
Creative Financial Designs
Indiana
$20K -$471K -3,956 -95%
PC
725
Permanens Capital
New York
$19K – – –