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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
426
Oarsman Capital
Wisconsin
$234K -$4.88K -50 -2%
SFWA
427
Summit Financial Wealth Advisors
Louisiana
$230K – – –
LWM
428
Lenox Wealth Management
Ohio
$229K -$199K -2,040 -47%
HWA
429
Heritage Way Advisors
Illinois
$226K +$217K +2,226 New
AC
430
Addison Capital
Pennsylvania
$224K – – –
ACM
431
Armbruster Capital Management
New York
$221K – – –
TL
432
Tirschwell & Loewy
New York
$221K +$212K +2,175 New
PL
433
Parthenon LLC
Kentucky
$220K +$211K +2,167 New
GLA
434
Good Life Advisors
Pennsylvania
$219K +$207K +2,117 New
BEC
435
Blue Edge Capital
Virginia
$217K +$209K +2,144 New
PPA
436
Parametric Portfolio Associates
Washington
$217K -$7.9K -81 -4%
CCM
437
Colorado Capital Management
Colorado
$216K -$98.6K -1,011 -32%
WCM
438
Wealthcare Capital Management
Virginia
$216K -$55.7K -571 -21%
CIA
439
Choate Investment Advisors
Massachusetts
$214K – – –
VDI
440
Vaughan David Investments
Illinois
$210K -$9.86K -101 -5%
WTC
441
WhitTier Trust Company
Nevada
$208K – – –
SIMM
442
Stillwater Investment Management (Minnesota)
Minnesota
$206K +$198K +2,030 New
KA
443
Kovack Advisors
Florida
$204K +$197K +2,014 New
KIA
444
KCM Investment Advisors
California
$203K +$195K +2,000 New
CMP
445
Courage Miller Partners
Virginia
$203K +$196K +2,006 New
HPWM
446
Highland Private Wealth Management
Washington
$202K +$194K +1,990 New
SFG
447
SNS Financial Group
Minnesota
$200K +$192K +1,968 New
DBT
448
Dubuque Bank & Trust
Iowa
$194K -$3.11M -31,897 -94%
CTB
449
Country Trust Bank
Illinois
$190K +$183K +1,877 New
AF
450
Arrow Financial
New York
$188K -$29.3K -300 -14%
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