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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
576
Manchester Capital Management
Vermont
$230K – – –
FCA
577
FinTrust Capital Advisors
South Carolina
$230K +$249K +2,277 New
LWM
578
Liberty Wealth Management
California
$230K +$249K +2,277 New
FDS
579
Freedom Day Solutions
Texas
$227K -$1.2K -11 -0.5%
CCM
580
Colorado Capital Management
Colorado
$225K -$16.8K -154 -6%
AC
581
Addison Capital
Pennsylvania
$224K – – –
EC
582
Estate Counselors
Wisconsin
$223K +$241K +2,200 New
PWM
583
Perigon Wealth Management
California
$222K +$224K +2,049 New
MHS
584
M Holdings Securities
Oregon
$220K +$238K +2,171 New
ONB
585
Old National Bancorp
Indiana
$218K – – –
MWM
586
Modera Wealth Management
New Jersey
$216K – – –
OIWM
587
OptiFour Integrated Wealth Management
Virginia
$215K – – –
WSTAM
588
Wilbanks Smith & Thomas Asset Management
Virginia
$213K -$19.3K -176 -8%
SIC
589
Sigma Investment Counselors
Michigan
$212K -$15.5K -142 -6%
LFA
590
Legacy Financial Advisors
Kentucky
$212K +$187K +1,708 +438%
FIB
591
First Interstate Bank
Montana
$211K +$17.7K +162 +8%
SPL
592
Smart Portfolios LLC
Washington
$210K – – –
MCM
593
Murphy Capital Management
New Jersey
$209K – – –
PCMC
594
Private Capital Management (Colorado)
Colorado
$208K +$225K +2,061 New
WTC
595
WhitTier Trust Company
Nevada
$207K – – –
HCIA
596
Hochman Cole Investment Advisors
Illinois
$202K – – –
KIA
597
KCM Investment Advisors
California
$202K – – –
BWM
598
Baystate Wealth Management
Massachusetts
$196K +$198K +1,812 New
AIM
599
Advantage Investment Management
Iowa
$194K -$22.3K -204 -10%
WCM
600
Wealthcare Capital Management
Virginia
$194K – – –
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