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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
576
Wedmont Private Capital
Pennsylvania
$1.22M – – –
HNWA
577
Henrickson Nauta Wealth Advisors
Michigan
$1.21M +$800K +4,977 +249%
CAM
578
Close Asset Management
United Kingdom
$1.21M – – –
JIP
579
Jaffetilchin Investment Partners
Florida
$1.21M -$1.29K -8 -0.1%
CWC
580
Carolinas Wealth Consulting
North Carolina
$1.21M +$98.4K +612 +10%
BBHC
581
Brown Brothers Harriman & Co
New York
$1.21M -$53.5K -333 -5%
IWM
582
Iams Wealth Management
Nebraska
$1.2M +$137K +853 +14%
WAP
583
Wealthcare Advisory Partners
Pennsylvania
$1.18M +$50.5K +314 +5%
RIL
584
Rothschild Investment LLC
Illinois
$1.18M -$13.2K -82 -1%
WOC
585
West Oak Capital
California
$1.18M +$46.6K +290 +4%
SAM
586
Smithbridge Asset Management
Pennsylvania
$1.17M -$91K -566 -8%
SAG
587
SageView Advisory Group
California
$1.17M +$439K +2,734 +69%
SAM
588
Sequent Asset Management
Texas
$1.17M – – –
AA
589
Argent Advisors
Louisiana
$1.16M -$25.9K -161 -2%
QCG
590
Quadrant Capital Group
Ohio
$1.16M – – –
SAW
591
Signal Advisors Wealth
Michigan
$1.15M +$1.07M +6,637 New
BWP
592
Balboa Wealth Partners
Arizona
$1.15M +$490K +3,050 +85%
WH
593
Whitcomb & Hess
Ohio
$1.15M +$64.6K +402 +6%
CA
594
CoreCap Advisors
Michigan
$1.14M +$519K +3,226 +96%
OPWM
595
Oxinas Partners Wealth Management
Indiana
$1.14M +$11.4K +71 +1%
IAIM
596
International Assets Investment Management
Florida
$1.12M +$6.43K +40 +0.6%
CC
597
Cadinha & Co
Hawaii
$1.11M +$3.21K +20 +0.3%
BP
598
BBR Partners
New York
$1.1M +$146K +911 +17%
TWM
599
TMD Wealth Management
Arizona
$1.1M -$114K -708 -10%
AWM
600
Axxcess Wealth Management
California
$1.1M -$279K -1,734 -22%
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