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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
376
Diversified Portfolios Inc
Michigan
$815K -$33.9K -310 -4%
KP
377
Keel Point
Alabama
$813K +$87.1K +796 +11%
SFS
378
Sowell Financial Services
Arkansas
$811K +$878K +8,023 New
W
379
Wealthquest
Ohio
$772K +$835K +7,634 New
HIS
380
Harvest Investment Services
Illinois
$770K +$782K +7,146 New
PA
381
Pinnacle Associates
New York
$766K +$228K +2,080 +38%
CFG
382
Citizens Financial Group
Rhode Island
$754K -$4.38K -40 -0.5%
EWM
383
Evercore Wealth Management
New York
$751K – – –
SC
384
Stratford Consulting
Texas
$747K -$42.1K -385 -5%
USAA
385
United Services Automobile Association
Texas
$746K – – –
NFG
386
Nations Financial Group
Iowa
$746K +$25.1K +229 +3%
PMAM
387
Picton Mahoney Asset Management
Ontario, Canada
$745K – – –
WLIM
388
White Lighthouse Investment Management
Massachusetts
$738K – – –
HI
389
Human Investing
Oregon
$738K +$470K +4,300 New
TFA
390
TPG Financial Advisors
Oregon
$730K +$789K +7,214 New
FNBTCON
391
First National Bank & Trust Co of Newtown
Pennsylvania
$711K – – –
RA
392
RFG Advisory
Alabama
$708K -$351K -3,211 -31%
PL
393
Plancorp LLC
Missouri
$708K -$59.1K -540 -7%
GT
394
Glenmede Trust
Pennsylvania
$707K +$765K +6,992 New
BWP
395
Baldwin Wealth Partners
Massachusetts
$692K -$10.6K -97 -1%
RCAG
396
Rehmann Capital Advisory Group
Michigan
$680K -$18.4M -168,596 -96%
LYV
397
Live Your Vision
Pennsylvania
$677K – – –
IIC
398
Integrated Investment Consultants
Michigan
$675K +$168K +1,539 +30%
CAM
399
Concorde Asset Management
Michigan
$673K -$68K -622 -9%
PP
400
PagnatoKarp Partners
Virginia
$646K +$875 +8 +0.1%
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