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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
401
Lowe Brockenbrough & Co
Virginia
$1.34M -$12.8K -95 -1%
BWP
402
Bernardo Wealth Planning
Pennsylvania
$1.34M -$144K -1,072 -10%
MAS
403
Managed Account Services
Florida
$1.32M -$136K -1,010 -10%
FAT
404
First American Trust
California
$1.32M -$254K -1,888 -17%
CRCM
405
Corbett Road Capital Management
Virginia
$1.31M -$2.34M -17,410 -65%
IAIM
406
International Assets Investment Management
Florida
$1.31M +$679K +5,044 +109%
GWA
407
GGM Wealth Advisors
Maryland
$1.3M – – –
HW
408
Hancock Whitney
Mississippi
$1.3M -$23.8K -177 -2%
VFA
409
Valeo Financial Advisors
Indiana
$1.29M – – –
YWP
410
YorkBridge Wealth Partners
New York
$1.29M – – –
PBO
411
Peoples Bank (Ohio)
Ohio
$1.29M +$37.7K +280 +3%
IWM
412
IHT Wealth Management
Illinois
$1.28M -$606K -4,504 -33%
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$1.28M -$9.42K -70 -0.8%
SC
414
Scotia Capital
Ontario, Canada
$1.28M +$10.6K +79 +0.9%
APA
415
American Portfolios Advisors
New York
$1.27M +$137K +1,018 +13%
IWC
416
Integrated Wealth Concepts
Massachusetts
$1.26M -$18K -134 -1%
MA
417
MBA Advisors
Pennsylvania
$1.25M +$1.19M +8,825 New
WFAG
418
Wescott Financial Advisory Group
Pennsylvania
$1.24M +$119K +881 +11%
SSWM
419
Smith Salley Wealth Management
North Carolina
$1.24M +$392K +2,913 +50%
GT
420
Glenview Trust
Kentucky
$1.24M -$37.7K -280 -3%
WIA
421
World Investment Advisors
California
$1.22M -$14.6M -108,415 -93%
MAFM
422
Mid Atlantic Financial Management
Pennsylvania
$1.21M +$581K +4,316 +101%
DW
423
Domani Wealth
Pennsylvania
$1.21M – – –
ABC
424
Associated Banc-Corp
Wisconsin
$1.21M -$734K -5,455 -30%
BWM
425
BigSur Wealth Management
Florida
$1.2M – – –
15 16
17
18 19