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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
351
Connecticut Wealth Management
Connecticut
$1.4M +$38.9K +313 +3%
BAC
352
Boys Arnold & Co
North Carolina
$1.39M -$11.8K -95 -0.9%
PIMG
353
Patriot Investment Management Group
Tennessee
$1.38M -$29.2K -235 -2%
ACM
354
Azimuth Capital Management
Michigan
$1.37M +$188K +1,510 +17%
ABC
355
Associated Banc-Corp
Wisconsin
$1.35M +$63.3K +509 +5%
PCS
356
Personal CFO Solutions
New Jersey
$1.34M +$65.2K +524 +5%
CPSC
357
Carl P. Sherr & Co
Massachusetts
$1.34M +$1.29M +10,332 New
WQ
358
Wealth Quarterback
New Jersey
$1.34M +$1.28M +10,298 New
TWP
359
Total Wealth Planning
Ohio
$1.32M -$3.48K -28 -0.3%
APCM
360
Alaska Permanent Capital Management
Alaska
$1.29M – – –
MSA
361
Marino Stram & Associates
Massachusetts
$1.29M -$111K -892 -8%
BWA
362
BlueSky Wealth Advisors
North Carolina
$1.29M -$14.9K -120 -1%
CIR
363
Clear Investment Research
Georgia
$1.28M -$126K -1,013 -9%
CL
364
Choreo LLC
Illinois
$1.28M +$10.1K +81 +0.8%
KA
365
Kovack Advisors
Florida
$1.27M -$51.5K -414 -4%
ATPW
366
Ashton Thomas Private Wealth
Arizona
$1.25M +$1.2M +9,637 New
DCM
367
Dimension Capital Management
Florida
$1.24M +$97.3K +782 +9%
VWA
368
Visionary Wealth Advisors
Illinois
$1.24M +$1.18M +9,517 New
KBFS
369
Kohmann Bosshard Financial Services
Ohio
$1.23M – – –
GVAG
370
Great Valley Advisor Group
Delaware
$1.23M +$29.5K +237 +3%
AFAS
371
Acorn Financial Advisory Services
Virginia
$1.23M +$1.18M +9,473 New
RJT
372
Raymond James Trust
Florida
$1.23M -$18.4K -148 -2%
BCWM
373
Blue Chip Wealth Management
Florida
$1.23M +$8.09K +65 +0.7%
CAM
374
Cresset Asset Management
Illinois
$1.22M +$270K +2,166 +30%
BEI
375
Benjamin Edwards Inc
Missouri
$1.21M +$10.2K +82 +0.9%
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