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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
226
Sacks & Associates
New Jersey
$15.8M -$321K -1,436 -2%
TPI
227
Trust Point Inc
Wisconsin
$15.7M -$38.2K -171 -0.2%
CFG
228
Citizens Financial Group
Rhode Island
$15.7M -$30.8K -138 -0.2%
SA
229
Scarborough Advisors
Maryland
$15.6M -$5.2M -23,295 -25%
QCM
230
Quantinno Capital Management
New York
$15.6M +$4.49M +20,121 +41%
OAM
231
Occidental Asset Management
California
$15.3M -$167K -749 -1%
LSA
232
Lansing Street Advisors
Pennsylvania
$15.2M -$846K -3,789 -5%
IWMWV
233
Ironwood Wealth Management (West Virginia)
West Virginia
$15.2M +$29.9K +134 +0.2%
CWS
234
Cypress Wealth Services
California
$15.1M -$3.07M -13,765 -17%
TCBWMS
235
Texas Capital Bank Wealth Management Services
Texas
$15.1M +$907K +4,060 +7%
WSFS
236
Wilmington Savings Fund Society
Delaware
$15M +$258K +1,155 +2%
AA
237
Alesco Advisors
New York
$14.7M -$298K -1,333 -2%
CAG
238
Csenge Advisory Group
Florida
$14.6M -$1.09M -4,869 -7%
AFP
239
Ausdal Financial Partners
Iowa
$14.6M +$484K +2,165 +3%
PA
240
Parallel Advisors
California
$14.6M +$1.3M +5,824 +10%
LNWTC
241
Laird Norton Wetherby Trust Company
Washington
$14.3M -$241K -1,077 -2%
BPCE
242
Bank Pictet & Cie (Europe)
Germany
$14.3M – – –
FVWA
243
Foster Victor Wealth Advisors
South Carolina
$14.3M +$13.6M +60,698 +4,731%
I
244
INVST
Indiana
$14.2M -$2.56M -11,477 -16%
IC
245
IEQ Capital
California
$14.1M -$281K -1,256 -2%
PFPG
246
Pinnacle Financial Partners (Georgia)
Georgia
$14.1M +$263K +1,177 +2%
GPA
247
Guidance Point Advisors
Massachusetts
$14.1M +$101K +454 +0.7%
BWM
248
BKM Wealth Management
Wisconsin
$14M -$794K -3,556 -5%
MA
249
Mutual Advisors
Nebraska
$13.9M -$25.5K -114 -0.2%
BHWM
250
Bay Harbor Wealth Management
Maryland
$13.8M -$3.29M -14,714 -19%
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