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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
501
Parkside Advisors
California
$377K -$31.4K -286 -8%
AFNAS
502
American Financial Network Advisory Services
California
$374K -$35.7K -325 -9%
AWA
503
Acorn Wealth Advisors
Michigan
$370K -$16.8K -153 -5%
TW
504
Towerpoint Wealth
California
$368K -$2.2K -20 -0.6%
RG
505
Rikoon Group
New Mexico
$366K +$1.1K +10 +0.3%
RCA
506
Rex Capital Advisors
Rhode Island
$365K -$110K -999 -24%
SSB
507
Sandy Spring Bank
Maryland
$365K -$5.49K -50 -2%
EAM
508
Evanson Asset Management
California
$361K – – –
WAM
509
Wolverine Asset Management
Illinois
$361K +$232K +2,113 +194%
GCA
510
Gradient Capital Advisors
California
$360K – – –
CPSAC
511
Chas P. Smith & Associates (CPS)
Florida
$357K – – –
WT
512
Whittier Trust
California
$353K +$267K +2,433 +350%
SWM
513
SeaCrest Wealth Management
New York
$351K +$439 +4 +0.1%
TI
514
Truepoint Inc
Ohio
$344K – – –
SMFS
515
Squar Milner Financial Services
California
$339K +$274K +2,493 +481%
JGIA
516
Jackson Grant Investment Advisers
Connecticut
$335K +$1.87K +17 +0.6%
TFCP
517
Twin Focus Capital Partners
Massachusetts
$334K +$64.8K +590 +25%
BIM
518
Bridges Investment Management
Nebraska
$332K -$32.9K -300 -9%
LWM
519
Lenox Wealth Management
Ohio
$325K +$13.3K +121 +4%
HPWM
520
Highland Private Wealth Management
Washington
$324K – – –
PWA
521
Peterson Wealth Advisors
Utah
$322K -$3.18K -29 -1%
RMDI
522
R.M. Davis Inc
Maine
$319K +$311K +2,828 New
WF
523
Welch & Forbes
Massachusetts
$317K – – –
SWM
524
Stockman Wealth Management
Montana
$316K – – –
RWA
525
Ropes Wealth Advisors
Massachusetts
$314K -$8.24K -75 -3%
19 20
21
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