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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
576
Novare Capital Management
North Carolina
$541K +$554K +3,720 New
1WM
577
1900 Wealth Management
Texas
$533K +$546K +3,662 New
GM
578
Granger Management
New York
$532K +$251K +1,682 +88%
WIC
579
Whitegate Investment Counselors
New Hampshire
$524K -$1.64K -11 -0.3%
PMAM
580
Picton Mahoney Asset Management
Ontario, Canada
$524K – – –
NDSI
581
Newman Dignan & Sheerar Inc
Rhode Island
$522K -$29.4K -197 -5%
FHA
582
Flagship Harbor Advisors
Massachusetts
$522K – – –
AWA
583
ARQ Wealth Advisors
Arizona
$521K -$1.49K -10 -0.3%
LTI
584
Laffer Tengler Investments
Tennessee
$519K +$531K +3,566 New
JIP
585
Jaffetilchin Investment Partners
Florida
$517K +$30.3K +203 +6%
CIA
586
Choate Investment Advisors
Massachusetts
$516K -$168K -1,129 -24%
RC
587
RegentAtlantic Capital
New Jersey
$516K +$28K +188 +6%
BA
588
Bellwether Advisors
Nebraska
$513K -$15.6K -105 -3%
PWM
589
Perigon Wealth Management
California
$512K -$298 -2 -0.1%
IWN
590
Independent Wealth Network
Iowa
$512K +$496K +3,326 New
AB
591
Atlas Brown
Kentucky
$511K -$6.86K -46 -1%
KLI
592
Kelman-Lazarov Inc
Tennessee
$509K – – –
AWA
593
Arete Wealth Advisors
Illinois
$509K +$522K +3,501 New
JF
594
JSF Financial
California
$508K -$894 -6 -0.2%
AAP
595
Arax Advisory Partners
Colorado
$508K +$2.09K +14 +0.4%
BTWM
596
Baker Tilly Wealth Management
Wisconsin
$508K +$36.5K +245 +8%
FPW
597
Flagship Private Wealth
Massachusetts
$507K – – –
LFG
598
Larson Financial Group
Missouri
$501K -$5.07K -34 -1%
FNBTCON
599
First National Bank & Trust Co of Newtown
Pennsylvania
$501K – – –
CCMD
600
Cypress Capital Management (Delaware)
Delaware
$499K – – –
22 23
24
25 26