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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
726
Liberty Wealth Management
California
$103K +$1.24K +10 +1%
MWM
727
Maltin Wealth Management
New Jersey
$101K +$96.2K +773 New
BA
728
Ballast Advisors
Minnesota
$100K +$95.3K +766 New
HPC
729
HM Payson & Co
Maine
$95K
PAI
730
Pittenger & Anderson Inc
Nebraska
$95K +$31.6K +254 +53%
LAS
731
Lloyd Advisory Services
Georgia
$90K +$85.7K +689 New
RWM
732
Raffa Wealth Management
District of Columbia
$89.9K +$995 +8 +1%
OIA
733
Optimum Investment Advisors
Illinois
$85K
MAWCM
734
Mine & Arao Wealth Creation & Management
California
$83K +$79.4K +638 New
AWA
735
Arkadios Wealth Advisors
Georgia
$79.5K +$75.2K +604 New
CIA
736
Cascade Investment Advisors
Oregon
$78.1K
MCWS
737
McKinley Carter Wealth Services
West Virginia
$78K +$74.5K +599 New
GWS
738
Glassman Wealth Services
Virginia
$77K
Kayne Anderson Rudnick Investment Management
739
Kayne Anderson Rudnick Investment Management
California
$75K +$71.7K +576 New
CHAM
740
Clear Harbor Asset Management
Connecticut
$74.4K +$71.2K +572 New
RMAM
741
Raab & Moskowitz Asset Management
New Jersey
$73K +$69.9K +562 New
First Manhattan
742
First Manhattan
New York
$69K -$40.4K -325 -38%
RFWA
743
RPg Family Wealth Advisory
Massachusetts
$68.9K -$15.6K -125 -19%
VCP
744
Verus Capital Partners
Arizona
$67K +$64.3K +517 New
PMFA
745
Plante Moran Financial Advisors
Michigan
$65K
TWA
746
TCI Wealth Advisors
Arizona
$63K
CIM
747
Contravisory Investment Management
Massachusetts
$62K -$29.9K -240 -34%
CCMIC
748
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$62K
LF
749
Lee Financial
Texas
$62K +$46.2K +371 +353%
POIA
750
Pin Oak Investment Advisors
Texas
$59K -$18.7K -150 -25%