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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
351
Azimuth Capital Management
Michigan
$965K -$57.7K -485 -5%
BEI
352
Benjamin Edwards Inc
Missouri
$963K +$83.7K +703 +8%
CPSC
353
Carl P. Sherr & Co
Massachusetts
$961K -$40.8K -343 -3%
HIS
354
Harvest Investment Services
Illinois
$961K +$589K +4,950 +98%
BAM
355
Baldrige Asset Management
Pennsylvania
$953K -$215K -1,804 -15%
BCWM
356
Blue Chip Wealth Management
Florida
$930K +$28K +235 +2%
BF
357
Blankinship & Foster
California
$929K +$1.15M +9,647 New
TFF
358
The Family Firm
Maryland
$928K -$143K -1,205 -11%
KP
359
Keel Point
Alabama
$917K -$157K -1,319 -12%
RJT
360
Raymond James Trust
Florida
$916K +$6.9K +58 +0.6%
DCM
361
Dimension Capital Management
Florida
$915K – – –
KA
362
Kovack Advisors
Florida
$912K -$30.1K -253 -3%
AFAS
363
Acorn Financial Advisory Services
Virginia
$909K – – –
IWC
364
Integrated Wealth Concepts
Massachusetts
$908K -$439K -3,687 -28%
ECM
365
ETrade Capital Management
Virginia
$903K +$53.4K +449 +5%
CFGS
366
Concourse Financial Group Securities
Alabama
$902K -$211K -1,771 -16%
OWA
367
Outlook Wealth Advisors
Texas
$902K +$174K +1,464 +19%
MG
368
Mather Group
Illinois
$898K -$294K -2,471 -21%
YWP
369
YorkBridge Wealth Partners
New York
$891K +$50.7K +426 +5%
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$879K +$14.9K +125 +1%
CL
371
Choreo LLC
Illinois
$871K -$91.7K -771 -8%
GT
372
Glenmede Trust
Pennsylvania
$859K – – –
HR
373
Hayden Royal
North Carolina
$851K +$156K +1,308 +17%
DW
374
Domani Wealth
Pennsylvania
$838K +$1.04M +8,704 New
CIAS
375
Capital Investment Advisory Services
North Carolina
$835K +$29K +244 +3%
13 14
15
16 17