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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
401
Bridges Investment Management
Nebraska
$723K -$170K -1,600 -19%
CWC
402
Carolinas Wealth Consulting
North Carolina
$717K +$3.93K +37 +0.6%
CDIA
403
Capital Directions Investment Advisors
Georgia
$716K – – –
SFPG
404
Stonebridge Financial Planning Group
Florida
$714K -$5.83K -55 -0.8%
JIC
405
Johnson Investment Counsel
Ohio
$710K -$114K -1,072 -14%
SDWMA
406
Schneider Downs Wealth Management Advisors
Pennsylvania
$708K +$75.2K +709 +12%
IIC
407
Integrated Investment Consultants
Michigan
$699K +$3.4K +32 +0.5%
SLWS
408
Swaine & Leidel Wealth Services
Florida
$695K +$955 +9 +0.1%
FCFC
409
First Commonwealth Financial Corp
Pennsylvania
$695K +$681K +6,419 New
SMG
410
Smart Money Group
Texas
$688K -$35.4K -334 -5%
GG
411
Gofen & Glossberg
Illinois
$682K – – –
GT
412
Glenmede Trust
Pennsylvania
$681K -$32.3K -304 -5%
NEPWA
413
New England Private Wealth Advisors
Massachusetts
$681K +$5.2K +49 +0.8%
FMTC
414
Farmers & Merchants Trust Company
California
$680K – – –
LWAC
415
Laurel Wealth Advisors (California)
California
$677K -$132K -1,242 -17%
KA
416
Kovack Advisors
Florida
$676K -$343K -3,231 -34%
PWPS
417
Pinnacle Wealth Planning Services
Ohio
$674K +$660K +6,225 New
BFO
418
Boston Family Office
Massachusetts
$671K – – –
IWS
419
Insight Wealth Strategies
California
$662K -$96.9K -913 -13%
PWM
420
Perigon Wealth Management
California
$651K -$87.5K -825 -12%
WWM
421
Windsor Wealth Management
Indiana
$645K +$117K +1,105 +23%
DAS
422
Dynamic Advisor Solutions
Arizona
$638K -$57.7K -544 -8%
EW
423
Evoke Wealth
California
$635K -$182K -1,720 -23%
SBH
424
Segall Bryant & Hamill
Illinois
$633K – – –
SAM
425
Summit Asset Management
Tennessee
$632K -$12K -113 -2%
15 16
17
18 19