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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
401
Pinnacle Associates
New York
$751K -$4.31K -38 -0.6%
CWC
402
Carolinas Wealth Consulting
North Carolina
$751K +$5.33K +47 +0.7%
NFG
403
Nations Financial Group
Iowa
$750K -$141K -1,243 -16%
BIM
404
Bridges Investment Management
Nebraska
$750K – – –
EWM
405
EPG Wealth Management
Georgia
$748K -$22K -194 -3%
AIC
406
Ameritas Investment Company
Nebraska
$744K – – –
CDIA
407
Capital Directions Investment Advisors
Georgia
$744K – – –
SIA
408
Soltis Investment Advisors
Utah
$742K +$118K +1,037 +19%
TIM
409
Total Investment Management
Arizona
$738K +$758K +6,686 New
SDWMA
410
Schneider Downs Wealth Management Advisors
Pennsylvania
$736K – – –
IWA
411
Inspirion Wealth Advisors
Illinois
$729K +$734K +6,480 New
SFPG
412
Stonebridge Financial Planning Group
Florida
$728K -$37.8K -334 -5%
IIC
413
Integrated Investment Consultants
Michigan
$728K +$1.81K +16 +0.2%
FCI
414
Financial Counselors Inc
Kansas
$727K +$103K +908 +16%
SG
415
StoneX Group
New York
$719K -$78.5K -693 -10%
FCFC
416
First Commonwealth Financial Corp
Pennsylvania
$718K -$3.63K -32 -0.5%
GG
417
Gofen & Glossberg
Illinois
$709K – – –
GT
418
Glenmede Trust
Pennsylvania
$708K – – –
CWM
419
Confluence Wealth Management
Oregon
$708K +$53.8K +475 +9%
FMTC
420
Farmers & Merchants Trust Company
California
$707K – – –
KA
421
Kovack Advisors
Florida
$699K -$3.63K -32 -0.5%
MMHP
422
Murphy Middleton Hinkle & Parker
Georgia
$697K -$824K -7,270 -54%
SAM
423
Summit Asset Management
Tennessee
$686K +$29.8K +263 +5%
WWM
424
Windsor Wealth Management
Indiana
$683K – – –
DAS
425
Dynamic Advisor Solutions
Arizona
$664K +$793 +7 +0.1%
15 16
17
18 19