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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
376
Addison Capital
Pennsylvania
$210K – – –
MWM
377
Modera Wealth Management
New Jersey
$210K – – –
CCB
378
Cutter & Co Brokerage
Missouri
$208K +$1.14K +12 +0.6%
ACM
379
Armbruster Capital Management
New York
$207K -$4.76K -50 -2%
VDI
380
Vaughan David Investments
Illinois
$206K +$207K +2,170 New
CTC
381
Central Trust Company
Missouri
$205K – – –
AF
382
Arrow Financial
New York
$204K – – –
NA
383
NewEdge Advisors
Louisiana
$204K +$205K +2,150 New
RVPG
384
Relative Value Partners Group
$201K +$202K +2,119 New
CIA
385
Choate Investment Advisors
Massachusetts
$201K -$104K -1,090 -34%
WTC
386
WhitTier Trust Company
Nevada
$195K – – –
WA
387
WFG Advisors
Texas
$182K +$78.5K +825 +76%
SSB
388
Sandy Spring Bank
Maryland
$174K -$1.43K -15 -0.8%
WAM
389
Wolverine Asset Management
Illinois
$173K -$126K -1,319 -42%
OC
390
Oakworth Capital
Alabama
$171K +$161K +1,694 +1,598%
KF
391
Krilogy Financial
Missouri
$170K +$78K +820 +85%
WP
392
WealthPLAN Partners
Nebraska
$161K -$163K -1,712 -50%
KLI
393
Kelman-Lazarov Inc
Tennessee
$160K – – –
GBBWRPM
394
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$158K +$159K +1,673 New
SFPM
395
Sensible Financial Planning & Management
Massachusetts
$150K – – –
BBHC
396
Brown Brothers Harriman & Co
New York
$147K – – –
SBL
397
Sargent Bickham Lagudis
Colorado
$141K +$18.1K +190 +15%
LWA
398
Lenox Wealth Advisors
New York
$133K – – –
AIM
399
Advantage Investment Management
Iowa
$129K -$30K -315 -19%
ARMC
400
American Research & Management Company
Massachusetts
$123K – – –
14 15
16
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