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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
476
Inspirion Wealth Advisors
Illinois
$912K -$3.1K -23 -0.4%
GG
477
Gofen & Glossberg
Illinois
$908K – – –
TIM
478
Thompson Investment Management
Wisconsin
$908K +$26.7K +198 +3%
QCG
479
Quadrant Capital Group
Ohio
$898K – – –
NCG
480
Newport Capital Group
New Jersey
$893K -$20.9K -155 -2%
FMTC
481
Farmers & Merchants Trust Company
California
$888K – – –
SAM
482
Summit Asset Management
Tennessee
$873K – – –
FCI
483
Financial Counselors Inc
Kansas
$867K -$12.9K -96 -2%
WWM
484
Windsor Wealth Management
Indiana
$862K +$19.5K +145 +2%
SWA
485
SOA Wealth Advisors
New York
$854K – – –
GRP
486
Global Retirement Partners
California
$851K +$388K +2,879 +91%
MSA
487
Marino Stram & Associates
Massachusetts
$849K -$53.2K -395 -6%
KA
488
Kovack Advisors
Florida
$840K +$165K +1,223 +26%
IIC
489
Integrated Investment Consultants
Michigan
$837K -$74.7K -555 -9%
TNB
490
Thomasville National Bank
Georgia
$832K +$363K +2,695 +45%
HR
491
Hardy Reed
Mississippi
$826K +$38.2K +284 +5%
CB
492
Community Bank
New York
$818K – – –
LWANC
493
Laurel Wealth Advisors (North Carolina)
North Carolina
$817K +$47.1K +350 +6%
TFO
494
Tarbox Family Office
California
$815K -$30.3K -225 -4%
SIC
495
Sigma Investment Counselors
Michigan
$811K – – –
PA
496
PFG Advisors
Arizona
$802K -$175K -1,299 -19%
CGFA
497
Colton Groome Financial Advisors
North Carolina
$790K -$101K -753 -12%
OFG
498
Oxford Financial Group
Indiana
$789K -$8.35K -62 -1%
APSP
499
Asset Planning Services (Pennsylvania)
Pennsylvania
$780K -$144K -1,071 -16%
PCA
500
Pallas Capital Advisors
Massachusetts
$776K +$694K +5,153 New
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