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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
601
West Oak Capital
California
$218K – – –
PAG
602
Pinnacle Advisory Group
Maryland
$217K +$1.17K +10 +0.6%
KM
603
Kalos Management
Georgia
$216K -$5.63M -48,024 -96%
MWM
604
Modera Wealth Management
New Jersey
$215K -$38.7K -330 -15%
FNT
605
First National Trust
Pennsylvania
$215K -$4.93K -42 -2%
TL
606
TrueWealth LLC
Georgia
$214K +$211K +1,796 New
CWM
607
CCG Wealth Management
California
$211K -$3.05K -26 -1%
VDI
608
Vaughan David Investments
Illinois
$210K -$94.8K -808 -31%
ADL
609
Asset Dedication LLC
California
$210K +$6.22K +53 +3%
CBN
610
Cadence Bank NA
Texas
$209K – – –
CG
611
Caprock Group
Idaho
$207K +$204K +1,735 New
VAS
612
Vestmark Advisory Solutions
Massachusetts
$206K +$202K +1,725 New
TWM
613
Titus Wealth Management
California
$206K +$203K +1,732 New
AEPG
614
American Economic Planning Group
New Jersey
$204K +$201K +1,714 New
WA
615
Waverly Advisors
Alabama
$202K +$199K +1,694 New
MCM
616
Murphy Capital Management
New Jersey
$202K +$199K +1,700 New
HCM
617
Hollencrest Capital Management
California
$201K +$198K +1,684 New
IFS
618
Ifrah Financial Services
Arkansas
$200K -$4.46K -38 -2%
TFGT
619
TS Financial Group (TSFG)
Illinois
$199K -$1.88K -16 -0.9%
FCMT
620
Founders Capital Management (Texas)
Texas
$188K – – –
BBHC
621
Brown Brothers Harriman & Co
New York
$185K – – –
GAM
622
Gemmer Asset Management
California
$182K +$23.7K +202 +15%
WCM
623
Wealthcare Capital Management
Virginia
$180K – – –
AIM
624
Advantage Investment Management
Iowa
$176K – – –
CAN
625
Claraphi Advisory Network
United States
$170K +$168K +1,429 New
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