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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
426
Hirtle Callaghan & Co
Pennsylvania
$875K – – –
IWS
427
Insight Wealth Strategies
California
$873K +$835K +6,709 New
KOMWMG
428
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$866K +$828K +6,656 New
DAS
429
Dynamic Advisor Solutions
Arizona
$865K +$622 +5 +0.1%
WIC
430
Whitegate Investment Counselors
New Hampshire
$862K +$26.4K +212 +3%
CDIA
431
Capital Directions Investment Advisors
Georgia
$861K +$72.9K +586 +10%
GT
432
Glenmede Trust
Pennsylvania
$859K -$172K -1,386 -17%
CF
433
Centaurus Financial
California
$845K +$809K +6,498 New
CAC
434
Certified Advisory Corp
Florida
$840K -$79.9K -642 -9%
IIC
435
Integrated Investment Consultants
Michigan
$836K +$3.23K +26 +0.4%
WI
436
Wintrust Investments
Illinois
$835K -$6.22K -50 -0.8%
FCI
437
Financial Counselors Inc
Kansas
$829K -$69.8K -561 -8%
SFPG
438
Stonebridge Financial Planning Group
Florida
$825K +$789K +6,343 New
EWM
439
EPG Wealth Management
Georgia
$821K +$785K +6,311 New
GG
440
Gofen & Glossberg
Illinois
$820K -$995 -8 -0.1%
FMTC
441
Farmers & Merchants Trust Company
California
$818K – – –
BBVA
442
Banco Bilbao Vizcaya Argentaria
Spain
$816K +$781K +6,280 New
NL
443
NWAM LLC
Washington
$810K -$42.9K -345 -5%
WLIM
444
White Lighthouse Investment Management
Massachusetts
$801K -$73.7K -592 -9%
TFA
445
TPG Financial Advisors
Oregon
$793K – – –
APW
446
Aurora Private Wealth
New Jersey
$793K +$759K +6,099 New
DI
447
Disciplined Investments
Oklahoma
$782K +$748K +6,008 New
PWM
448
Perigon Wealth Management
California
$776K +$96.2K +773 +15%
SAM
449
Summit Asset Management
Tennessee
$775K +$19.8K +159 +3%
CWM
450
Confluence Wealth Management
Oregon
$773K – – –
16 17
18
19 20