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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
301
BlueSky Wealth Advisors
North Carolina
$972K +$58.7K +514 +6%
CWM
302
Cornerstone Wealth Management
Missouri
$964K +$321K +2,810 +45%
RJT
303
Raymond James Trust
Florida
$960K -$36.9K -323 -4%
PFA
304
Pinnacle Family Advisors
Missouri
$957K -$30.3K -265 -3%
VFA
305
Valeo Financial Advisors
Indiana
$951K +$509K +4,450 +105%
AFP
306
Ausdal Financial Partners
Iowa
$950K +$523K +4,573 +111%
TRCT
307
Tower Research Capital (TRC)
New York
$945K +$987K +8,641 New
FA
308
FDx Advisors
Illinois
$940K -$1.24M -10,866 -56%
FCC
309
Florin Court Capital
United Kingdom
$937K -$5.11M -44,700 -84%
DPI
310
Diversified Portfolios Inc
Michigan
$930K – – –
PWPS
311
Pinnacle Wealth Planning Services
Ohio
$897K +$777K +6,800 +483%
AIM
312
Advantage Investment Management
Iowa
$895K -$2.57M -22,530 -73%
ACM
313
Azimuth Capital Management
Michigan
$895K -$65.7K -575 -7%
IWM
314
IHT Wealth Management
Illinois
$894K +$485K +4,246 +104%
PAG
315
Pinnacle Advisory Group
Maryland
$890K -$576K -5,037 -38%
FTUS
316
Flow Traders U.S.
New York
$888K +$929K +8,126 New
AL
317
Aspiriant LLC
California
$873K +$913K +7,987 New
SC
318
Stratford Consulting
Texas
$871K +$343 +3 +0%
FCBT
319
First Citizens Bank & Trust
North Carolina
$870K -$4.64M -40,579 -84%
CWM
320
Confluence Wealth Management
Oregon
$870K – – –
KPCM
321
Kings Point Capital Management
New York
$852K +$27.8K +243 +3%
CIAS
322
Capital Investment Advisory Services
North Carolina
$842K +$45.4K +397 +5%
SG
323
StoneX Group
New York
$842K +$196K +1,719 +29%
CFG
324
Citizens Financial Group
Rhode Island
$824K -$1.94K -17 -0.2%
PL
325
Plancorp LLC
Missouri
$824K +$349K +3,050 +68%
11 12
13
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