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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HCIA
451
Hochman Cole Investment Advisors
Illinois
$207K -$49K -472 -19%
AAM
452
Aureus Asset Management
Massachusetts
$207K -$39.9K -384 -16%
HPWM
453
Highland Private Wealth Management
Washington
$207K – – –
ZF
454
Zhang Financial
Michigan
$203K +$181K +1,745 New
PMG
455
ProVise Management Group
Florida
$201K +$201K +1,930 New
CTB
456
Country Trust Bank
Illinois
$195K – – –
WCM
457
Wealthcare Capital Management
Virginia
$193K -$28.8K -277 -13%
AF
458
Arrow Financial
New York
$192K – – –
LWM
459
LBA Wealth Management
Florida
$191K – – –
UWPG
460
Ullmann Wealth Partners Group
Florida
$191K +$191K +1,841 New
CFD
461
Creative Financial Designs
Indiana
$190K -$2.91K -28 -2%
FCMT
462
Founders Capital Management (Texas)
Texas
$190K +$190K +1,830 New
OC
463
Oakworth Capital
Alabama
$187K – – –
KF
464
Krilogy Financial
Missouri
$182K – – –
AA
465
Advisory Alpha
Michigan
$181K +$181K +1,740 New
GBBWRPM
466
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$178K +$935 +9 +0.5%
DBT
467
Dubuque Bank & Trust
Iowa
$169K -$30.6K -295 -15%
PCA
468
Peddock Capital Advisors
Massachusetts
$167K +$36.9K +355 +28%
BBHC
469
Brown Brothers Harriman & Co
New York
$161K – – –
YWP
470
YorkBridge Wealth Partners
New York
$159K +$51.2K +493 +47%
AIM
471
Advantage Investment Management
Iowa
$133K -$1.04M -10,054 -89%
GC
472
Guggenheim Capital
Illinois
$128K -$59.9M -576,160 -100%
ABFS
473
Appropriate Balance Financial Services
Washington
$120K -$11.3M -108,852 -90%
HWP
474
Hefty Wealth Partners
Indiana
$110K -$5.61K -54 -5%
HCA
475
Harbour Capital Advisors
Virginia
$107K +$107K +1,033 New
17 18
19
20 21