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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
551
Arrow Financial
New York
$94K – – –
DBT
552
Dubuque Bank & Trust
Iowa
$91K – – –
SIAS
553
Shine Investment Advisory Services
Colorado
$88K – – –
TFS
554
TrustCore Financial Services
Tennessee
$84K – – –
ME
555
McIlrath & Eck
Washington
$83K -$4.43K -40 -5%
WIM
556
Westside Investment Management
California
$79.3K – – –
HS
557
Horan Securities
United States
$78K -$2.2M -19,857 -97%
POIA
558
Pin Oak Investment Advisors
Texas
$78K – – –
WT
559
Whittier Trust
California
$77K -$1.28M -11,527 -94%
RWM
560
Raffa Wealth Management
District of Columbia
$72.9K – – –
SFSIG
561
San Francisco Sentry Investment Group
California
$69K – – –
VCM
562
Vigilant Capital Management
Maine
$69K – – –
JWA
563
JFS Wealth Advisors
Pennsylvania
$67K – – –
BWM
564
BerganKDV Wealth Management
Minnesota
$66K +$66.5K +600 New
JFA
565
JNBA Financial Advisors
Minnesota
$64K – – –
FIA
566
FNY Investment Advisers
New York
$59K +$59.8K +540 New
BC
567
Barnett & Company
Tennessee
$55K – – –
PMFA
568
Plante Moran Financial Advisors
Michigan
$55K – – –
CBT
569
Capital Bank & Trust
California
$54K – – –
CI
570
CX Institutional
Indiana
$54K +$54.3K +490 New
MWM
571
MinichMacGregor Wealth Management
New York
$53K – – –
PAI
572
Pittenger & Anderson Inc
Nebraska
$50K -$11.6K -105 -19%
RFA
573
Reilly Financial Advisors
California
$48K – – –
AF
574
Advisornet Financial
Minnesota
$47K +$5.98K +54 +14%
AOWM
575
Alpha Omega Wealth Management
Virginia
$46K – – –
21 22
23
24 25