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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
$209K – – –
VDI
452
Vaughan David Investments
Illinois
$207K +$205K +1,971 New
PL
453
Parthenon LLC
Kentucky
$206K -$20.8K -200 -9%
PCA
454
Peddock Capital Advisors
Massachusetts
$204K +$34.4K +330 +20%
CTB
455
Country Trust Bank
Illinois
$197K – – –
WCM
456
Wealthcare Capital Management
Virginia
$195K – – –
UWPG
457
Ullmann Wealth Partners Group
Florida
$193K – – –
AF
458
Arrow Financial
New York
$191K -$3.13K -30 -2%
CFD
459
Creative Financial Designs
Indiana
$191K – – –
OC
460
Oakworth Capital
Alabama
$189K – – –
KF
461
Krilogy Financial
Missouri
$182K -$6.25K -60 -3%
WAM
462
Watermark Asset Management
California
$180K -$510K -4,894 -74%
WAM
463
Wolverine Asset Management
Illinois
$179K -$4.37M -41,985 -96%
GBBWRPM
464
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$178K – – –
FCMT
465
Founders Capital Management (Texas)
Texas
$166K -$26K -250 -14%
YWP
466
YorkBridge Wealth Partners
New York
$166K +$3.96K +38 +2%
BBHC
467
Brown Brothers Harriman & Co
New York
$163K – – –
CPIG
468
Chicago Partners Investment Group
Illinois
$142K -$75.5K -725 -34%
AIM
469
Advantage Investment Management
Iowa
$125K -$9.27K -89 -7%
ABFS
470
Appropriate Balance Financial Services
Washington
$115K -$42K -403 -3%
SFSIG
471
San Francisco Sentry Investment Group
California
$100K +$98.8K +948 New
BTIS
472
BB&T Investment Services
North Carolina
$94K -$747K -7,175 -89%
FFW
473
Fusion Family Wealth
New York
$91K – – –
DBT
474
Dubuque Bank & Trust
Iowa
$86K -$83.3K -800 -49%
BC
475
Barnett & Company
Tennessee
$84K +$83.3K +800 New
17 18
19
20 21