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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
426
EPG Wealth Management
Georgia
$1.92M -$6.92K -45 -0.4%
LNC
427
Lincoln National Corp
Pennsylvania
$1.91M -$255K -1,655 -12%
GPWA
428
Great Point Wealth Advisors
Massachusetts
$1.91M – – –
RJT
429
Raymond James Trust
Florida
$1.91M +$30.6K +199 +2%
WFA
430
Wellspring Financial Advisors
Ohio
$1.91M -$60.2K -391 -3%
BJL
431
Brighton Jones LLC
Washington
$1.9M +$103K +670 +6%
SIC
432
Sterling Investment Counsel
New York
$1.89M -$46.8K -304 -3%
WDG
433
Wealth Dimensions Group
Ohio
$1.88M -$48.6K -316 -3%
SIA
434
Sage Investment Advisers
New York
$1.87M -$32K -208 -2%
SIC
435
Salem Investment Counselors
North Carolina
$1.87M – – –
ONB
436
Old National Bancorp
Indiana
$1.87M -$214K -1,393 -11%
GJIA
437
Glass Jacobson Investment Advisors
Maryland
$1.86M +$1.78M +11,569 New
BTI
438
Blue Trust Inc
Georgia
$1.85M -$208K -1,349 -10%
SC
439
Scotia Capital
Ontario, Canada
$1.84M -$53.7K -349 -3%
IAG
440
Investment Advisory Group
Massachusetts
$1.79M +$9.38K +61 +0.6%
WT
441
Whittier Trust
California
$1.79M – – –
RBC
442
Roble Belko & Company
Pennsylvania
$1.76M – – –
TA
443
Tactive Advisors
Florida
$1.75M +$740K +4,811 +80%
KFAA
444
Klaas Financial Asset Advisors
Illinois
$1.74M -$15.2K -99 -0.9%
MWM
445
Mattern Wealth Management
Kansas
$1.73M -$3.23K -21 -0.2%
MWM
446
Marietta Wealth Management
Georgia
$1.73M +$308 +2 +0%
TPWA
447
TRUE Private Wealth Advisors
Oregon
$1.72M +$7.69K +50 +0.5%
LCGC
448
Legacy Capital Group California
California
$1.71M +$33.8K +220 +2%
IWM
449
IHT Wealth Management
Illinois
$1.69M +$227K +1,476 +16%
GWM
450
GSB Wealth Management
Connecticut
$1.68M -$43.1K -280 -3%
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