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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
Atticus Wealth Management
Florida
$18K -$53.5K -504 -75%
OC
727
Oakworth Capital
Alabama
$18K +$17.8K +168 New
RIM
728
Rockbridge Investment Management
New York
$17K +$16.9K +159 New
AF
729
Affiance Financial
Minnesota
$15K – – –
CWM
730
Campbell Wealth Management
Virginia
$15K +$14.7K +139 New
PCIA
731
Prime Capital Investment Advisors
Kansas
$14K – – –
VNA
732
Valley National Advisers
Pennsylvania
$14K – – –
SFA
733
Stewardship Financial Advisors
Georgia
$14K +$13.3K +125 New
RCA
734
Rowland Carmichael Advisors
Arizona
$12K – – –
EWM
735
Edge Wealth Management
New York
$11K – – –
TFA
736
Toth Financial Advisory
Virginia
$11K – – –
HB
737
Horizon Bancorp
Indiana
$10K – – –
PO
738
Private Ocean
California
$10K – – –
PFO
739
Pathstone Family Office
New Jersey
$10K +$9.87K +93 New
JWM
740
Janiczek Wealth Management
Colorado
$9K – – –
RCA
741
Ranch Capital Advisors
Florida
$9K – – –
AIA
742
Armor Investment Advisors
North Carolina
$9K +$106 +1 +1%
TF
743
TimeScale Financial
Massachusetts
$9K +$8.38K +79 New
FRA
744
Front Row Advisors
California
$8K – – –
PIP
745
Peachtree Investment Partners
Florida
$8K +$3.82K +36 +103%
PK
746
Pflug Koory
Nebraska
$7K – – –
KFS
747
Kelly Financial Services
Massachusetts
$6.49K – – –
CFN
748
Cordasco Financial Network
Florida
$6K – – –
FCA
749
FinTrust Capital Advisors
South Carolina
$6K – – –
IRC
750
Investors Research Corp
Georgia
$5K – – –