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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
326
HBK Sorce Advisory
Pennsylvania
$607K +$16.5K +159 +3%
QCG
327
Quadrant Capital Group
Ohio
$595K +$35.7K +344 +6%
SC
328
Scotia Capital
Ontario, Canada
$587K -$267K -2,569 -31%
NFG
329
Nations Financial Group
Iowa
$581K -$75K -722 -11%
CIM
330
Confluence Investment Management
Missouri
$578K +$186K +1,795 +48%
IAA
331
Independent Advisor Alliance
North Carolina
$578K +$580K +5,587 New
ABC
332
Associated Banc-Corp
Wisconsin
$572K -$277K -2,667 -33%
BPC
333
Banque Pictet & Cie
Switzerland
$572K -$28.6K -275 -5%
PNAA
334
Pictet North America Advisors
Switzerland
$572K – – –
BA
335
Birinyi Associates
Connecticut
$572K +$208K +2,000 +57%
BDF
336
Balasa Dinverno & Foltz
$571K – – –
IIC
337
Integrated Investment Consultants
Michigan
$569K – – –
PP
338
PagnatoKarp Partners
Virginia
$564K – – –
MSAM
339
Moloney Securities Asset Management
Missouri
$557K +$106K +1,017 +23%
TFO
340
Tarbox Family Office
California
$556K – – –
WIC
341
Whitegate Investment Counselors
New Hampshire
$554K +$219K +2,110 +66%
EWA
342
EP Wealth Advisors
California
$547K – – –
BSW
343
Buckingham Strategic Wealth
Missouri
$542K -$37K -356 -6%
MWM
344
Mission Wealth Management
California
$537K – – –
CCP
345
Corient Capital Partners
California
$522K – – –
FNBTCON
346
First National Bank & Trust Co of Newtown
Pennsylvania
$521K – – –
RPG
347
Risk Paradigm Group
Texas
$521K -$236K -2,271 -31%
NDSI
348
Newman Dignan & Sheerar Inc
Rhode Island
$518K +$104 +1 +0%
JIR
349
James Investment Research
Ohio
$512K – – –
AWM
350
Affinity Wealth Management
Delaware
$505K -$193K -1,862 -28%
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