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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
501
Gables Capital Management
Florida
$2.63M – – –
CFP
502
Catalyst Financial Partners
Massachusetts
$2.62M -$1.7M -8,961 -40%
SWA
503
Strategies Wealth Advisors
Michigan
$2.6M -$76.9K -405 -3%
AWA
504
Alta Wealth Advisors
Massachusetts
$2.59M +$588K +3,095 +31%
VCP
505
Verus Capital Partners
Arizona
$2.55M +$445K +2,341 +22%
SAW
506
Signal Advisors Wealth
Michigan
$2.55M +$2.45M +12,913 New
OCM
507
Objective Capital Management
Ohio
$2.54M +$2.45M +12,888 New
LA
508
Lane & Associates
New Jersey
$2.54M -$56.4K -297 -2%
SFA
509
Sequoia Financial Advisors
Ohio
$2.54M +$124K +651 +5%
WCM
510
WealthBridge Capital Management
Ohio
$2.54M -$23K -121 -0.9%
JIC
511
Johnson Investment Counsel
Ohio
$2.52M -$16.3K -86 -0.7%
SF
512
SWP Financial
California
$2.51M – – –
HCC
513
Hirtle Callaghan & Co
Pennsylvania
$2.51M +$147K +774 +6%
DSA
514
Davis Selected Advisers
Arizona
$2.5M -$2.09M -10,983 -46%
BBHC
515
Brown Brothers Harriman & Co
New York
$2.49M +$461K +2,426 +24%
SIC
516
Sigma Investment Counselors
Michigan
$2.47M +$45.8K +241 +2%
CWM
517
Centurion Wealth Management
Virginia
$2.45M +$2.36M +12,426 New
MFG
518
Magnus Financial Group
New York
$2.45M -$2.09K -11 -0.1%
GWM
519
GSB Wealth Management
Connecticut
$2.43M -$40.6K -214 -2%
QCM
520
Quantinno Capital Management
New York
$2.42M +$949K +4,998 +69%
WFA
521
Wellspring Financial Advisors
Ohio
$2.41M +$5.51K +29 +0.2%
DAS
522
Diversify Advisory Services
Utah
$2.41M -$220K -1,159 -9%
EWA
523
ERTS Wealth Advisors
Michigan
$2.4M -$423K -2,228 -15%
HP
524
Holistic Planning
Texas
$2.39M -$138K -728 -6%
OA
525
Operose Advisors
Wisconsin
$2.37M +$650K +3,424 +40%
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