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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
601
Covington Capital Management
California
$15K – – –
FGC
602
Financial Gravity Companies
Texas
$13K +$12.1K +109 New
TFA
603
Toth Financial Advisory
Virginia
$13K +$13.1K +118 New
MPPLM
604
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$12K +$11.2K +101 New
AC
605
Avestar Capital
New York
$12K +$12.2K +110 New
GWS
606
Glassman Wealth Services
Virginia
$11K – – –
FRA
607
Front Row Advisors
California
$11K +$10.9K +98 New
TC
608
Telemus Capital
Michigan
$11K +$11.1K +100 New
AIA
609
Armor Investment Advisors
North Carolina
$9K – – –
AWM
610
Aevitas Wealth Management
Massachusetts
$9K +$8.42K +76 New
PG
611
Patten Group
Tennessee
$8K – – –
PK
612
Pflug Koory
Nebraska
$7K – – –
GI
613
Gradient Investments
Minnesota
$7K +$6.54K +59 New
PS
614
Portfolio Solutions
Michigan
$6K -$48.3K -436 -89%
AF
615
Allworth Financial
California
$6K – – –
LWA
616
Lowe Wealth Advisors
Maryland
$6K – – –
GEA
617
Glen Eagle Advisors
New Jersey
$5.71K – – –
SA
618
SRH Advisors
Kansas
$5K – – –
KJWM
619
Kiley Juergens Wealth Management
Washington
$4K +$4.1K +37 New
NPC
620
National Planning Corporation
California
$3.56K -$3.29M -29,690 -100%
IP
621
Isthmus Partners
Wisconsin
$2K +$1.66K +15 New
ADL
622
Asset Dedication LLC
California
$1K – – –
ICOA
623
Investment Centers of America
North Dakota
– -$20.9M -194,048 Closed
HCM
624
Highfields Capital Management
Massachusetts
– -$20.4M -189,391 Closed
GI
625
Glovista Investments
New Jersey
– -$18.9M -175,434 Closed
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