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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
601
Divergent Wealth Advisors
Utah
$18K +$19K +166 New
HT
602
Heritage Trust
Oklahoma
$17K – – –
MIM
603
Macroview Investment Management
Maryland
$17K – – –
JAM
604
Jolley Asset Management
North Carolina
$16K – – –
CCM
605
Covington Capital Management
California
$14K – – –
SIS
606
Sound Income Strategies
Florida
$14K +$14.9K +130 New
TFA
607
Toth Financial Advisory
Virginia
$13K – – –
MPPLM
608
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$13K +$2.06K +18 +18%
AC
609
Avestar Capital
New York
$12K – – –
GWS
610
Glassman Wealth Services
Virginia
$11K – – –
FRA
611
Front Row Advisors
California
$10K -$1.14K -10 -10%
CG
612
Cutler Group
California
$10K +$11.4K +100 New
AWM
613
Aevitas Wealth Management
Massachusetts
$8K – – –
AIA
614
Armor Investment Advisors
North Carolina
$8K – – –
PG
615
Patten Group
Tennessee
$8K – – –
GI
616
Gradient Investments
Minnesota
$8K +$2.06K +18 +31%
PK
617
Pflug Koory
Nebraska
$7K – – –
AF
618
Allworth Financial
California
$6K – – –
PS
619
Portfolio Solutions
Michigan
$6K – – –
GEA
620
Glen Eagle Advisors
New Jersey
$5.47K – – –
CBT
621
Central Bank & Trust
Kentucky
$5K -$26.5K -232 -83%
LWA
622
Lowe Wealth Advisors
Maryland
$5K – – –
SA
623
SRH Advisors
Kansas
$5K – – –
CIM
624
Contravisory Investment Management
Massachusetts
$5K +$5.6K +49 New
ML
625
McAdam LLC
Pennsylvania
$4K +$3.88K +34 New
23 24
25
26 27