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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
476
Mattern Wealth Management
Kansas
$1.92M +$45.8K +285 +3%
SI
477
Stephens Inc
Arkansas
$1.89M -$134K -835 -7%
IAG
478
Investment Advisory Group
Massachusetts
$1.88M -$56.4K -351 -3%
TWP
479
Total Wealth Planning
Ohio
$1.87M -$354K -2,203 -17%
TPWA
480
TRUE Private Wealth Advisors
Oregon
$1.87M -$14.1K -88 -0.8%
MWM
481
Marietta Wealth Management
Georgia
$1.86M +$804 +5 +0%
WT
482
Whittier Trust
California
$1.85M -$73.6K -458 -4%
TFF
483
The Family Firm
Maryland
$1.82M +$16.9K +105 +1%
JIC
484
Johnson Investment Counsel
Ohio
$1.82M +$720K +4,481 +75%
JFG
485
Jefferies Financial Group
New York
$1.81M +$1.68M +10,433 New
IWM
486
IHT Wealth Management
Illinois
$1.79M +$41K +255 +3%
BIA
487
Benchmark Investment Advisors
Illinois
$1.79M -$618K -3,848 -27%
NFP
488
NorthLanding Financial Partners
New York
$1.79M +$77.1K +480 +5%
MA
489
MBA Advisors
Pennsylvania
$1.79M -$4.02K -25 -0.2%
WP
490
WealthSource Partners
California
$1.79M -$220K -1,371 -12%
FCI
491
Financial Counselors Inc
Kansas
$1.77M +$11.4K +71 +0.7%
ONB
492
Old National Bancorp
Indiana
$1.77M -$69.4K -432 -4%
DBIA
493
Dumont & Blake Investment Advisors
New Jersey
$1.77M -$2.09K -13 -0.1%
KBFS
494
Kohmann Bosshard Financial Services
Ohio
$1.76M – – –
AWA
495
Alta Wealth Advisors
Massachusetts
$1.76M +$355K +2,210 +28%
CWM
496
Cahaba Wealth Management
Georgia
$1.75M -$93.7K -583 -5%
RA
497
RFG Advisory
Alabama
$1.75M -$171K -1,064 -10%
CAG
498
Crestwood Advisors Group
Massachusetts
$1.74M -$35.2K -219 -2%
TCA
499
Taconic Capital Advisors
New York
$1.74M +$1.61M +10,000 New
BTI
500
Blue Trust Inc
Georgia
$1.74M +$591K +3,675 +48%
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