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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
501
Strategies Wealth Advisors
Michigan
$2.41M +$34.5K +194 +2%
SF
502
Synovus Financial
Georgia
$2.41M -$545K -3,068 -19%
TIM
503
Thompson Investment Management
Wisconsin
$2.4M +$281K +1,582 +14%
HP
504
Holistic Planning
Texas
$2.4M +$11.6K +65 +0.5%
PCH
505
PGIM Custom Harvest
New Jersey
$2.4M +$57.2K +322 +3%
SIC
506
Sigma Investment Counselors
Michigan
$2.39M -$23.1K -130 -1%
LA
507
Lane & Associates
New Jersey
$2.39M +$62.4K +351 +3%
JGC
508
J. Goldman & Co
New York
$2.38M +$2.27M +12,750 New
FRA
509
FFG Retirement Advisors
Colorado
$2.35M +$2.24M +12,604 New
SIA
510
Sage Investment Advisers
New York
$2.35M -$13K -73 -0.6%
SF
511
SWP Financial
California
$2.34M +$73.4K +413 +3%
GWM
512
GSB Wealth Management
Connecticut
$2.34M +$241K +1,354 +12%
CI
513
Conning Inc
Connecticut
$2.33M – – –
HIS
514
Harvest Investment Services
Illinois
$2.32M -$77K -433 -3%
MFG
515
Magnus Financial Group
New York
$2.31M +$217K +1,220 +11%
SFA
516
Sequoia Financial Advisors
Ohio
$2.28M -$961K -5,409 -31%
WFA
517
Wellspring Financial Advisors
Ohio
$2.28M +$4.09K +23 +0.2%
TIM
518
Total Investment Management
Arizona
$2.28M -$43.2K -243 -2%
HCC
519
Hirtle Callaghan & Co
Pennsylvania
$2.23M -$433K -2,435 -17%
CWM
520
Castle Wealth Management
Florida
$2.21M -$148K -833 -7%
GPWA
521
Great Point Wealth Advisors
Massachusetts
$2.21M – – –
CWM
522
Centurion Wealth Management
Virginia
$2.21M +$2.1M +11,826 New
BMCM
523
Bryn Mawr Capital Management
Pennsylvania
$2.21M -$318K -1,788 -13%
SI
524
Stephens Inc
Arkansas
$2.21M +$165K +930 +9%
PCMC
525
Private Capital Management (Colorado)
Colorado
$2.19M -$39.1K -220 -2%
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