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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
451
Colton Groome Financial Advisors
North Carolina
$812K -$436K -3,607 -36%
SFPG
452
Stonebridge Financial Planning Group
Florida
$812K +$12.1K +100 +2%
FMTC
453
Farmers & Merchants Trust Company
California
$805K – – –
SWA
454
SOA Wealth Advisors
New York
$805K +$731K +6,048 New
FCI
455
Financial Counselors Inc
Kansas
$798K -$28.3K -234 -4%
TIM
456
Thompson Investment Management
Wisconsin
$797K +$45.1K +373 +6%
SAM
457
Summit Asset Management
Tennessee
$792K +$9.68K +80 +1%
BA
458
Bridge Advisory
California
$773K +$730K +6,036 New
FCFC
459
First Commonwealth Financial Corp
Pennsylvania
$772K -$43.4K -359 -6%
TFO
460
Tarbox Family Office
California
$767K -$90.7K -750 -11%
WWM
461
Windsor Wealth Management
Indiana
$763K +$121 +1 +0%
TNB
462
Thomasville National Bank
Georgia
$761K -$96.6K -799 -12%
CIAS
463
Capital Investment Advisory Services
North Carolina
$756K -$414K -3,426 -37%
EFS
464
Essex Financial Services
Connecticut
$754K +$713K +5,893 New
EW
465
Evoke Wealth
California
$752K – – –
TSS
466
Two Sigma Securities
New York
$751K -$2.14M -17,655 -75%
SSWM
467
Smith Salley Wealth Management
North Carolina
$749K +$707K +5,847 New
CB
468
Community Bank
New York
$741K – – –
PAMG
469
Patton Albertson Miller Group
Tennessee
$740K +$27.5K +227 +4%
SIC
470
Sigma Investment Counselors
Michigan
$735K +$210K +1,740 +43%
MLICM
471
Metropolitan Life Insurance Company (MetLife)
New York
$730K +$72.6K +600 +12%
OFG
472
Oxford Financial Group
Indiana
$723K – – –
RA
473
Rational Advisors
New York
$723K +$683K +5,645 New
WCF
474
West Coast Financial
California
$722K +$398K +3,288 +140%
GT
475
Glenmede Trust
Pennsylvania
$718K -$83.7K -692 -11%
17 18
19
20 21