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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
426
Regal Wealth Group
California
$1.77M +$71K +497 +4%
WFA
427
Wellspring Financial Advisors
Ohio
$1.77M +$4.14K +29 +0.2%
SW
428
SVB Wealth
Massachusetts
$1.76M -$3.28K -23 -0.2%
MA
429
MBA Advisors
Pennsylvania
$1.74M -$63.5K -445 -4%
WDG
430
Wealth Dimensions Group
Ohio
$1.73M -$153K -1,072 -8%
GJIA
431
Glass Jacobson Investment Advisors
Maryland
$1.73M +$1.7M +11,910 New
BA
432
Bristlecone Advisors
Washington
$1.72M -$20.4K -143 -1%
FAM
433
Frontier Asset Management
Wyoming
$1.72M +$1.69M +11,869 New
EWM
434
EPG Wealth Management
Georgia
$1.72M +$2.14K +15 +0.1%
GPWA
435
Great Point Wealth Advisors
Massachusetts
$1.72M – – –
PBO
436
Peoples Bank (Ohio)
Ohio
$1.7M -$5.71K -40 -0.3%
LA
437
Lane & Associates
New Jersey
$1.7M +$1.68M +11,751 New
SIC
438
Salem Investment Counselors
North Carolina
$1.69M – – –
SOS
439
Silver Oak Securities
Tennessee
$1.69M +$1.33M +9,337 +410%
SC
440
Scotia Capital
Ontario, Canada
$1.68M -$100K -702 -6%
KFAA
441
Klaas Financial Asset Advisors
Illinois
$1.66M -$588K -4,118 -26%
CPIG
442
Chicago Partners Investment Group
Illinois
$1.65M +$122K +854 +9%
BJL
443
Brighton Jones LLC
Washington
$1.65M +$108K +756 +7%
IAIM
444
International Assets Investment Management
Florida
$1.64M +$40.5K +284 +3%
MFT
445
Moisand Fitzgerald Tamayo
Florida
$1.62M -$20K -140 -1%
BTI
446
Blue Trust Inc
Georgia
$1.61M -$18.3K -128 -1%
KM
447
Kalos Management
Georgia
$1.61M +$352K +2,466 +29%
IAG
448
Investment Advisory Group
Massachusetts
$1.59M +$22.8K +160 +1%
AWM
449
Axxcess Wealth Management
California
$1.59M -$57.7K -404 -4%
WS
450
Wedbush Securities
California
$1.59M -$8.42K -59 -0.5%
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