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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
451
Creative Financial Designs
Indiana
$188K +$181K +1,853 New
LWM
452
LBA Wealth Management
Florida
$186K -$46.6K -478 -21%
KF
453
Krilogy Financial
Missouri
$182K +$878 +9 +0.5%
SSB
454
Sandy Spring Bank
Maryland
$179K -$6.83K -70 -4%
OC
455
Oakworth Capital
Alabama
$179K – – –
KLI
456
Kelman-Lazarov Inc
Tennessee
$172K – – –
GBBWRPM
457
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$172K +$2.05K +21 +1%
DSC
458
Duncker Streett & Co
Missouri
$162K +$58.5K +600 +60%
BBHC
459
Brown Brothers Harriman & Co
New York
$157K – – –
AA
460
Ancora Advisors
Ohio
$152K +$146K +1,492 New
KT
461
Kanaly Trust
Texas
$149K +$143K +1,466 New
LWA
462
Lenox Wealth Advisors
New York
$142K – – –
PCA
463
Peddock Capital Advisors
Massachusetts
$127K +$45.9K +470 +60%
TWA
464
TCI Wealth Advisors
Arizona
$124K +$87K +892 +265%
HWP
465
Hefty Wealth Partners
Indiana
$113K -$8K -82 -7%
GAM
466
Gemmer Asset Management
California
$106K -$20.3K -208 -17%
YWP
467
YorkBridge Wealth Partners
New York
$103K +$101K +1,040 New
FFW
468
Fusion Family Wealth
New York
$101K +$96.6K +990 New
KKAMG
469
Kernodle & Katon Asset Management Group
Arkansas
$97K – – –
CFS
470
Commonwealth Financial Services
West Virginia
$88K +$84.7K +868 New
ARMC
471
American Research & Management Company
Massachusetts
$81K -$47.9K -491 -38%
PAI
472
Pittenger & Anderson Inc
Nebraska
$81K -$8.98K -92 -10%
JFA
473
JNBA Financial Advisors
Minnesota
$76K +$64.3K +659 +740%
CFA
474
Carroll Financial Associates
North Carolina
$75K – – –
CPIG
475
Chicago Partners Investment Group
Illinois
$73K +$878 +9 +1%
17 18
19
20 21