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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
751
Tradition Wealth Management
Minnesota
$197K +$186K +1,535 New
RG
752
Retirement Group
California
$193K -$27.7K -229 -13%
MMG
753
Monetary Management Group
Missouri
$192K
BAMG
754
Brand Asset Management Group
Missouri
$191K
TCOV
755
Trust Company of Vermont
Vermont
$190K +$163K +1,349 +971%
FPS
756
Fieldpoint Private Securities
Connecticut
$190K +$179K +1,481 New
CP
757
Covenant Partners
Tennessee
$187K -$36.4K -301 -17%
HBT
758
Hills Bank & Trust
Iowa
$186K -$3.75K -31 -2%
SWM
759
Sugarloaf Wealth Management
Georgia
$183K +$109K +901 +171%
BCA
760
Berman Capital Advisors
Georgia
$181K
SQA
761
Simon Quick Advisors
New Jersey
$179K +$98.8K +817 +141%
SIS
762
SVB Investment Services
Utah
$176K
HFA
763
Hoover Financial Advisors
Pennsylvania
$176K +$968 +8 +0.6%
CFD
764
Creative Financial Designs
Indiana
$175K +$21.5K +178 +15%
LWM
765
Liberty Wealth Management
California
$172K +$605 +5 +0.4%
MCM
766
Manchester Capital Management
Vermont
$162K -$28.1K -232 -15%
JWA
767
JFS Wealth Advisors
Pennsylvania
$158K +$121 +1 +0.1%
CF
768
Centaurus Financial
California
$148K
Lazard Asset Management
769
Lazard Asset Management
New York
$147K
CIA
770
Choate Investment Advisors
Massachusetts
$145K +$63.7K +527 +88%
LGWM
771
Litman Gregory Wealth Management
California
$144K
LPIC
772
LeJeune Puetz Investment Counsel
Michigan
$138K +$130K +1,075 New
FCH
773
Freestone Capital Holdings
Washington
$138K
KFI
774
Key Financial Inc
Pennsylvania
$137K +$129K +1,067 New
APWA
775
Atlas Private Wealth Advisors
New Jersey
$133K