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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HJMC
326
Hellman Jordan Management Company
Massachusetts
$765K -$868K -7,836 -53%
PWAP
327
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$743K +$63.2K +570 +9%
FPGK
328
Financial Partners Group (Kansas)
Kansas
$730K +$69.1K +624 +10%
LYV
329
Live Your Vision
Pennsylvania
$722K – – –
GH
330
GAM Holding
Switzerland
$710K -$664K -5,990 -48%
PP
331
PagnatoKarp Partners
Virginia
$706K -$18.5K -167 -3%
CA
332
Crewe Advisors
Utah
$700K -$52.4K -473 -7%
KA
333
Kovack Advisors
Florida
$684K -$88.5K -799 -11%
GG
334
Gofen & Glossberg
Illinois
$677K – – –
PWPS
335
Pinnacle Wealth Planning Services
Ohio
$673K -$232K -2,092 -25%
PA
336
Pinnacle Associates
New York
$665K – – –
TIM
337
Thompson Investment Management
Wisconsin
$665K +$163K +1,473 +32%
CDIA
338
Capital Directions Investment Advisors
Georgia
$664K -$58.4K -527 -8%
TIA
339
Tiemann Investment Advisors
California
$657K -$39.7K -358 -6%
APA
340
American Portfolios Advisors
New York
$654K +$2.55K +23 +0.4%
NFG
341
Nations Financial Group
Iowa
$647K -$97.3K -878 -13%
AIS
342
American Investment Services
Massachusetts
$639K -$50.6K -457 -7%
RA
343
RFG Advisory
Alabama
$636K +$640K +5,772 New
CAM
344
Concorde Asset Management
Michigan
$635K -$7.31K -66 -1%
NEPWA
345
New England Private Wealth Advisors
Massachusetts
$626K – – –
WIC
346
Whitegate Investment Counselors
New Hampshire
$615K +$16.4K +148 +3%
SBH
347
Segall Bryant & Hamill
Illinois
$612K +$60.9K +550 +11%
KPCM
348
Kings Point Capital Management
New York
$610K -$250K -2,259 -29%
OIA
349
OneDigital Investment Advisors
Kansas
$608K -$6.43K -58 -1%
ABC
350
Associated Banc-Corp
Wisconsin
$605K – – –
12 13
14
15 16