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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
476
Thompson Investment Management
Wisconsin
$3.95M +$212K +977 +6%
FPAS
477
Focus Partners Advisor Solutions
Missouri
$3.92M -$998K -4,611 -20%
SFS
478
Sowell Financial Services
Arkansas
$3.9M +$208K +960 +5%
WWM
479
Western Wealth Management
Colorado
$3.88M +$453K +2,091 +13%
BWA
480
BCU Wealth Advisors
Illinois
$3.88M -$231K -1,069 -6%
PWM
481
Pines Wealth Management
North Carolina
$3.86M -$106K -489 -3%
IAG
482
Investment Advisory Group
Massachusetts
$3.81M +$17.8K +82 +0.5%
DWT
483
Dorsey & Whitney Trust
South Dakota
$3.79M – – –
PFA
484
Pinnacle Family Advisors
Missouri
$3.78M -$9.31K -43 -0.2%
VFA
485
Valeo Financial Advisors
Indiana
$3.78M -$311K -1,438 -7%
TCIIS
486
TIAA-CREF Individual & Institutional Services
New York
$3.77M +$3.87M +17,857 New
BFS
487
Bare Financial Services
Pennsylvania
$3.77M -$120K -554 -3%
MFG
488
Magnus Financial Group
New York
$3.74M -$681K -3,144 -15%
EL
489
EQ LLC
Washington
$3.72M +$178K +821 +5%
SIA
490
Sage Investment Advisers
New York
$3.71M -$253K -1,170 -6%
RWM
491
Ritholtz Wealth Management
New York
$3.69M -$97.7K -451 -3%
AWA
492
Alta Wealth Advisors
Massachusetts
$3.67M +$1.24M +5,713 +49%
GAM
493
Gemmer Asset Management
California
$3.66M -$164K -757 -4%
ADL
494
Asset Dedication LLC
California
$3.59M +$508K +2,347 +16%
EWM
495
Evercore Wealth Management
New York
$3.52M – – –
CIM
496
Capital Investment Management
Missouri
$3.52M -$457K -2,109 -11%
GPW
497
Gray Private Wealth
Massachusetts
$3.5M -$18K -83 -0.5%
FWP
498
Forefront Wealth Partners
Texas
$3.5M +$211K +973 +6%
RWM
499
RKL Wealth Management
Pennsylvania
$3.49M -$184K -852 -5%
NPT
500
National Philanthropic Trust
Pennsylvania
$3.49M -$49.4K -228 -1%
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