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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
226
Centerpoint Advisors
Massachusetts
$6.87M -$204K -1,262 -3%
BFS
227
Bradley Foster & Sargent
Connecticut
$6.83M – – –
AIG
228
American International Group
New York
$6.77M -$6.37M -39,393 -47%
UAS
229
United Asset Strategies
New York
$6.73M -$487K -3,010 -6%
GWM
230
Geneos Wealth Management
Colorado
$6.61M +$139K +863 +2%
BFA
231
BBJS Financial Advisors
Washington
$6.58M -$1.51M -9,361 -18%
BCM
232
Brookstone Capital Management
Illinois
$6.44M +$338K +2,092 +5%
SWM
233
Soundmark Wealth Management
Washington
$6.4M – – –
VC
234
Vicus Capital
Pennsylvania
$6.4M -$576K -3,566 -8%
CAL
235
Capital Analysts LLC
Pennsylvania
$6.31M -$233K -1,440 -3%
EWA
236
Exencial Wealth Advisors
Oklahoma
$6.27M -$8.89K -55 -0.1%
RWM
237
RKL Wealth Management
Pennsylvania
$6.21M -$83.1K -514 -1%
AWM
238
AE Wealth Management
Kansas
$6.21M -$6.41M -39,629 -50%
YIA
239
YHB Investment Advisors
Connecticut
$6.15M – – –
PFA
240
Pure Financial Advisors
California
$6.15M +$220K +1,360 +4%
AI
241
Atria Investments
North Carolina
$6.11M +$1.54M +9,535 +32%
WJA
242
Willis Johnson & Associates
Texas
$6.1M -$391K -2,416 -6%
RWS
243
Resolute Wealth Strategies
Mississippi
$6.07M -$81.5K -504 -1%
NF
244
Nvest Financial
New Hampshire
$6.05M -$123K -763 -2%
SS
245
Sunbelt Securities
Texas
$6.05M +$5.33K +33 +0.1%
EWA
246
EP Wealth Advisors
California
$6.05M +$5.18M +32,061 +443%
PFG
247
Pacific Financial Group
Washington
$5.99M +$24.6K +152 +0.4%
DA
248
Detalus Advisors
Missouri
$5.94M +$6.24M +38,627 New
FEG
249
Financial Enhancement Group
Indiana
$5.81M -$38.8K -240 -0.6%
WPW
250
Watershed Private Wealth
Illinois
$5.81M -$65.9K -408 -1%
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