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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
801
Trust Company of Vermont
Vermont
$156K -$51.8K -385 -26%
LPIC
802
LeJeune Puetz Investment Counsel
Michigan
$152K – – –
KFI
803
Key Financial Inc
Pennsylvania
$151K – – –
APWA
804
Atlas Private Wealth Advisors
New Jersey
$146K – – –
PWM
805
Provident Wealth Management
Tennessee
$143K -$92.4K -686 -40%
MF
806
Manchester Financial
California
$141K – – –
PA
807
Perennial Advisors
New York
$138K +$132K +979 New
LWA
808
Lenox Wealth Advisors
New York
$136K +$14K +104 +12%
FF
809
FourThought Financial
Florida
$136K +$130K +963 New
BWM
810
BerganKDV Wealth Management
Minnesota
$128K – – –
BFEC
811
Benjamin F. Edwards & Company
Missouri
$128K +$673 +5 +0.6%
Bank Julius Baer & Co
812
Bank Julius Baer & Co
Switzerland
$126K -$207K -1,535 -63%
WP
813
WealthShield Partners
North Carolina
$126K +$120K +889 New
BCA
814
Berman Capital Advisors
Georgia
$124K -$71.9K -534 -38%
SAS
815
Stelac Advisory Services
New York
$121K – – –
CHA
816
Carmichael Hill & Associates
Maryland
$119K – – –
BA
817
Ballast Advisors
Minnesota
$118K +$1.35K +10 +1%
LC
818
Lindbrook Capital
California
$111K – – –
Neuberger Berman Group
819
Neuberger Berman Group
New York
$109K +$1.88M +13,969 +349%
MLFP
820
MPS Loria Financial Planners
Illinois
$108K +$103K +765 New
MAWCM
821
Mine & Arao Wealth Creation & Management
California
$107K – – –
FCMT
822
Founders Capital Management (Texas)
Texas
$106K -$24.2K -180 -19%
EW
823
Element Wealth
Mississippi
$105K – – –
RWM
824
Raffa Wealth Management
District of Columbia
$100K – – –
GWS
825
Glassman Wealth Services
Virginia
$99K – – –