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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
276
BlueSky Wealth Advisors
North Carolina
$892K -$105K -1,011 -11%
PFPT
277
Pinnacle Financial Partners (Tennessee)
Tennessee
$891K +$24.4K +235 +3%
DPI
278
Diversified Portfolios Inc
Michigan
$885K – – –
ELC
279
Edgar Lomax Company
Virginia
$880K – – –
FPFS
280
First Personal Financial Services
North Carolina
$856K – – –
LNC
281
Lincoln National Corp
Pennsylvania
$854K -$29.6K -285 -3%
CC
282
Cedar Capital
Illinois
$844K -$134K -1,286 -14%
BTIS
283
BB&T Investment Services
North Carolina
$842K +$213K +2,052 +34%
SC
284
Stratford Consulting
Texas
$830K +$312 +3 +0%
CWM
285
Confluence Wealth Management
Oregon
$828K – – –
CFG
286
Citizens Financial Group
Rhode Island
$789K – – –
FCC
287
Florin Court Capital
United Kingdom
$788K -$7.55M -72,627 -91%
KPCM
288
Kings Point Capital Management
New York
$786K – – –
KA
289
Kovack Advisors
Florida
$783K +$572K +5,509 +274%
DAS
290
Dynamic Advisor Solutions
Arizona
$780K -$25.5K -245 -3%
EWM
291
Evercore Wealth Management
New York
$773K – – –
RSA
292
Robertson Stephens Advisors
California
$760K +$164K +1,577 +28%
FHA
293
Flagship Harbor Advisors
Massachusetts
$749K – – –
CIAS
294
Capital Investment Advisory Services
North Carolina
$746K +$59.1K +569 +9%
MC
295
Mathes Company
New York
$739K +$62.3K +600 +9%
RCA
296
Rex Capital Advisors
Rhode Island
$738K – – –
FMBTD
297
First Midwest Bank Trust Division
Illinois
$737K +$241K +2,320 +49%
JA
298
JOYN Advisors
Georgia
$713K -$85.8K -826 -11%
EAMA
299
EFG Asset Management (Americas)
Florida
$711K +$124K +1,191 +21%
FMWA
300
Forvis Mazars Wealth Advisors
Missouri
$704K -$259K -2,490 -27%
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