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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
226
Gofen & Glossberg
Illinois
$501K – – –
BSW
227
Buckingham Strategic Wealth
Missouri
$493K -$6.26K -70 -1%
FNBTCON
228
First National Bank & Trust Co of Newtown
Pennsylvania
$488K – – –
QCG
229
Quadrant Capital Group
Ohio
$488K – – –
DADC
230
D.A. Davidson & Co
Montana
$483K +$33.4K +373 +7%
NDSI
231
Newman Dignan & Sheerar Inc
Rhode Island
$475K +$18K +201 +4%
NEPWA
232
New England Private Wealth Advisors
Massachusetts
$471K +$1.52K +17 +0.3%
BPC
233
Banque Pictet & Cie
Switzerland
$462K – – –
ST
234
Sageworth Trust
Pennsylvania
$455K – – –
HFS
235
HL Financial Services
Kentucky
$450K -$3.4K -38 -0.7%
WSTAM
236
Wilbanks Smith & Thomas Asset Management
Virginia
$446K – – –
CL
237
Choreo LLC
Illinois
$446K +$7.33K +82 +2%
ACM
238
Argentus Capital Management
Texas
$444K +$472K +5,281 New
DAS
239
Dynamic Advisor Solutions
Arizona
$439K +$467K +5,222 New
CIA
240
Covington Investment Advisors
Pennsylvania
$421K – – –
JIR
241
James Investment Research
Ohio
$413K – – –
AC
242
Alexandria Capital
Virginia
$411K +$31K +347 +8%
PA
243
Parkside Advisors
California
$408K -$84.4K -944 -16%
BJL
244
Brighton Jones LLC
Washington
$408K -$56.6K -633 -12%
RCA
245
Rex Capital Advisors
Rhode Island
$408K – – –
YP
246
Yellowstone Partners
Idaho
$406K -$10.7K -120 -2%
EWA
247
EP Wealth Advisors
California
$379K +$123K +1,375 +44%
CPO
248
Cerity Partners OCIO
New York
$372K -$11.8K -132 -3%
CIM
249
Confluence Investment Management
Missouri
$368K -$44.4K -497 -10%
NFG
250
Next Financial Group
Texas
$366K +$71.3K +797 +22%
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