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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RSA
326
Robertson Stephens Advisors
California
$581K +$559K +5,730 New
HSA
327
HBK Sorce Advisory
Pennsylvania
$575K +$92.3K +946 +20%
EAMA
328
EFG Asset Management (Americas)
Florida
$572K +$293 +3 +0.1%
BSW
329
Buckingham Strategic Wealth
Missouri
$564K +$80.9K +829 +17%
PNAA
330
Pictet North America Advisors
Switzerland
$558K – – –
BDF
331
Balasa Dinverno & Foltz
$557K – – –
IIC
332
Integrated Investment Consultants
Michigan
$555K – – –
SFA
333
Sequoia Financial Advisors
Ohio
$554K -$36.3K -372 -6%
PP
334
PagnatoKarp Partners
Virginia
$549K +$529K +5,420 New
QCG
335
Quadrant Capital Group
Ohio
$546K +$16.1K +165 +3%
TFO
336
Tarbox Family Office
California
$541K – – –
AFP
337
Ausdal Financial Partners
Iowa
$537K +$73.1K +749 +16%
EWA
338
EP Wealth Advisors
California
$533K +$119K +1,222 +30%
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$527K +$505K +5,177 New
MWM
340
Mission Wealth Management
California
$523K +$82.3K +843 +20%
SS
341
Simplicity Solutions
Minnesota
$516K +$496K +5,088 New
FNBTCON
342
First National Bank & Trust Co of Newtown
Pennsylvania
$508K -$26.3K -270 -5%
CCP
343
Corient Capital Partners
California
$508K – – –
LWAC
344
Laurel Wealth Advisors (California)
California
$507K +$45.8K +469 +10%
NDSI
345
Newman Dignan & Sheerar Inc
Rhode Island
$505K -$60.9K -624 -11%
JIR
346
James Investment Research
Ohio
$499K – – –
BFEC
347
Benjamin F. Edwards & Company
Missouri
$498K +$68.9K +706 +17%
FMBTD
348
First Midwest Bank Trust Division
Illinois
$483K +$245K +2,510 +112%
GT
349
Glenmede Trust
Pennsylvania
$481K +$67.5K +692 +17%
WEC
350
Winslow Evans & Crocker
Massachusetts
$477K +$5.66K +58 +1%
12 13
14
15 16