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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
526
NTV Asset Management
West Virginia
$312K -$16.5K -150 -5%
CP
527
Covenant Partners
Tennessee
$309K – – –
WCM
528
WealthBridge Capital Management
Ohio
$309K – – –
BFA
529
Beaumont Financial Advisors
Massachusetts
$302K – – –
QCG
530
Quadrant Capital Group
Ohio
$300K – – –
VDI
531
Vaughan David Investments
Illinois
$300K +$9.88K +90 +4%
SDAM
532
Shulman DeMeo Asset Management
New York
$300K +$292K +2,657 New
SYBT
533
Stock Yards Bank & Trust
Kentucky
$299K – – –
HR
534
Hayden Royal
North Carolina
$298K -$318K -2,895 -52%
AF
535
Arrow Financial
New York
$298K -$168K -1,526 -37%
CA
536
Claro Advisors
Massachusetts
$298K +$35.5K +323 +14%
NFG
537
Next Financial Group
Texas
$297K -$3.36M -30,603 -92%
MFG
538
Magnus Financial Group
New York
$297K +$289K +2,632 New
NFH
539
NEXT Financial Holdings
Texas
$297K +$289K +2,635 New
PWPS
540
Pinnacle Wealth Planning Services
Ohio
$296K -$2.86M -26,038 -91%
MC
541
Mathes Company
New York
$293K – – –
CF
542
Centaurus Financial
California
$292K +$64.6K +588 +29%
CCMD
543
Cypress Capital Management (Delaware)
Delaware
$284K – – –
CAI
544
Capital Advisors Inc
Oklahoma
$283K -$197K -1,795 -42%
CTC
545
Central Trust Company
Missouri
$283K -$28.2K -257 -9%
DY
546
Dowling & Yahnke
California
$283K +$4.61K +42 +2%
VWM
547
Valley Wealth Managers
New Jersey
$277K +$270K +2,458 New
WA
548
WBH Advisory
Maryland
$276K – – –
CWM
549
Chesapeake Wealth Management
Virginia
$273K +$7.14K +65 +3%
FDS
550
Freedom Day Solutions
Texas
$269K +$16.1K +147 +7%
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