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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
726
Column Capital Advisors
Indiana
$107K +$103K +827 New
LWM
727
Liberty Wealth Management
California
$103K +$1.24K +10 +1%
MWM
728
Maltin Wealth Management
New Jersey
$101K +$96.2K +773 New
BA
729
Ballast Advisors
Minnesota
$100K +$95.3K +766 New
HPC
730
HM Payson & Co
Maine
$95K – – –
PAI
731
Pittenger & Anderson Inc
Nebraska
$95K +$31.6K +254 +53%
LAS
732
Lloyd Advisory Services
Georgia
$90K +$85.7K +689 New
RWM
733
Raffa Wealth Management
District of Columbia
$89.9K +$995 +8 +1%
OIA
734
Optimum Investment Advisors
Illinois
$85K – – –
MAWCM
735
Mine & Arao Wealth Creation & Management
California
$83K +$79.4K +638 New
AWA
736
Arkadios Wealth Advisors
Georgia
$79.5K +$75.2K +604 New
CIA
737
Cascade Investment Advisors
Oregon
$78.1K – – –
MCWS
738
McKinley Carter Wealth Services
West Virginia
$78K +$74.5K +599 New
GWS
739
Glassman Wealth Services
Virginia
$77K – – –
Kayne Anderson Rudnick Investment Management
740
Kayne Anderson Rudnick Investment Management
California
$75K +$71.7K +576 New
CHAM
741
Clear Harbor Asset Management
Connecticut
$74.4K +$71.2K +572 New
RMAM
742
Raab & Moskowitz Asset Management
New Jersey
$73K +$69.9K +562 New
First Manhattan
743
First Manhattan
New York
$69K -$40.4K -325 -38%
RFWA
744
RPg Family Wealth Advisory
Massachusetts
$68.9K -$15.6K -125 -19%
VCP
745
Verus Capital Partners
Arizona
$67K +$64.3K +517 New
PMFA
746
Plante Moran Financial Advisors
Michigan
$65K – – –
TWA
747
TCI Wealth Advisors
Arizona
$63K – – –
CIM
748
Contravisory Investment Management
Massachusetts
$62K -$29.9K -240 -34%
CCMIC
749
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$62K – – –
LF
750
Lee Financial
Texas
$62K +$46.2K +371 +353%