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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
551
TCG Advisors
Texas
$452K +$432K +3,474 New
DBRC
552
D.B. Root & Company
Pennsylvania
$445K -$21.7K -174 -5%
RC
553
RegentAtlantic Capital
New Jersey
$444K – – –
WTB
554
Washington Trust Bank
Washington
$443K – – –
GFP
555
Gryphon Financial Partners
Ohio
$440K – – –
CCMD
556
Cypress Capital Management (Delaware)
Delaware
$439K – – –
AIC
557
Ameritas Investment Company
Nebraska
$438K -$21K -169 -5%
RHBC
558
R.H. Bluestein & Co
Michigan
$437K +$68.4K +550 +20%
KCM
559
Kornitzer Capital Management
Kansas
$437K +$418K +3,359 New
JIC
560
Joel Isaacson & Co
New York
$435K +$622 +5 +0.1%
HIA
561
Harbor Investment Advisory
Maryland
$432K +$413K +3,317 New
AF
562
Apexium Financial
Texas
$432K +$413K +3,320 New
SC
563
Soundwatch Capital
Connecticut
$432K +$413K +3,320 New
SFG
564
Sowa Financial Group
Rhode Island
$432K +$413K +3,321 New
GTAM
565
Global Trust Asset Management
Florida
$431K – – –
GRP
566
Global Retirement Partners
California
$428K -$29.9K -240 -7%
RG
567
Rikoon Group
New Mexico
$426K +$2.49K +20 +0.6%
SMFS
568
Squar Milner Financial Services
California
$420K +$871 +7 +0.2%
CFA
569
CWS Financial Advisors
Michigan
$420K +$402K +3,231 New
AP
570
Appleton Partners
Massachusetts
$414K – – –
CPSAC
571
Chas P. Smith & Associates (CPS)
Florida
$412K – – –
CMO
572
Covenant Multifamily Offices
Texas
$409K +$15.9K +128 +4%
TW
573
Towerpoint Wealth
California
$408K -$4.98K -40 -1%
TFS
574
TrustCore Financial Services
Tennessee
$407K – – –
AWA
575
Acorn Wealth Advisors
Michigan
$405K +$871 +7 +0.2%
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