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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
476
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$184K +$953 +9 +0.5%
FCMT
477
Founders Capital Management (Texas)
Texas
$170K – – –
CFD
478
Creative Financial Designs
Indiana
$155K -$41.2K -389 -21%
DSC
479
Duncker Streett & Co
Missouri
$146K -$94.9K -896 -40%
AIM
480
Advantage Investment Management
Iowa
$126K -$2.96K -28 -2%
YWP
481
YorkBridge Wealth Partners
New York
$120K -$49K -463 -29%
TF
482
Tompkins Financial
New York
$120K +$52.2K +493 +80%
ABFS
483
Appropriate Balance Financial Services
Washington
$115K +$37.1K +350 +3%
WAM
484
Wolverine Asset Management
Illinois
$97K -$84.6K -799 -47%
BTIS
485
BB&T Investment Services
North Carolina
$97K – – –
CFA
486
Carroll Financial Associates
North Carolina
$97K +$11K +104 +13%
SFSIG
487
San Francisco Sentry Investment Group
California
$93K -$8.68K -82 -9%
BWA
488
Burt Wealth Advisors
Maryland
$93K +$91.2K +861 New
KF
489
Krilogy Financial
Missouri
$92K -$93.8K -886 -51%
DBT
490
Dubuque Bank & Trust
Iowa
$89K – – –
SIAS
491
Shine Investment Advisory Services
Colorado
$86K – – –
TRCT
492
Tower Research Capital (TRC)
New York
$83K -$2.83M -26,729 -97%
WIM
493
Westside Investment Management
California
$78.4K – – –
HWP
494
Hefty Wealth Partners
Indiana
$75K -$7.2K -68 -9%
WT
495
Whittier Trust
California
$75K – – –
GAM
496
Gemmer Asset Management
California
$71K +$741 +7 +1%
RWM
497
Raffa Wealth Management
District of Columbia
$70.2K +$423 +4 +0.6%
VCM
498
Vigilant Capital Management
Maine
$68K +$66.8K +631 New
JWA
499
JFS Wealth Advisors
Pennsylvania
$66K +$45.7K +432 +243%
JFA
500
JNBA Financial Advisors
Minnesota
$63K -$9K -85 -13%
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