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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
601
Roman Butler Fullerton & Co
Missouri
$1.7M +$1.62M +8,533 New
WAP
602
Wealthcare Advisory Partners
Pennsylvania
$1.69M -$26.2K -138 -2%
FFM
603
Forum Financial Management
Illinois
$1.69M – – –
KFAA
604
Klaas Financial Asset Advisors
Illinois
$1.69M -$98.2K -517 -6%
NAG
605
Northstar Advisory Group
New Jersey
$1.68M +$1.61M +8,502 New
BWM
606
BigSur Wealth Management
Florida
$1.68M – – –
IWM
607
Iams Wealth Management
Nebraska
$1.67M +$123K +646 +8%
HFS
608
Heritage Financial Services
Massachusetts
$1.66M -$7.41K -39 -0.5%
EIA
609
Eldridge Investment Advisors
New Hampshire
$1.65M +$8.55K +45 +0.5%
MG
610
Mather Group
Illinois
$1.64M +$380K +1,998 +32%
BP
611
Ballentine Partners
Massachusetts
$1.64M +$80.3K +423 +5%
SFPG
612
Stonebridge Financial Planning Group
Florida
$1.64M -$18.8K -99 -1%
PSA
613
Plum Street Advisors
Louisiana
$1.64M -$127K -669 -7%
MFT
614
Moisand Fitzgerald Tamayo
Florida
$1.63M -$9.12K -48 -0.6%
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$1.63M +$2.66K +14 +0.2%
AFP
616
Advus Financial Partners
Florida
$1.62M +$524K +2,760 +51%
WFA
617
Woodward Financial Advisors
North Carolina
$1.61M – – –
EFS
618
Essex Financial Services
Connecticut
$1.59M -$563K -2,964 -27%
MWM
619
Modern Wealth Management
Kansas
$1.59M -$32.5K -171 -2%
BFG
620
Bleakley Financial Group
New Jersey
$1.59M -$38.9K -205 -2%
HIM
621
Hanlon Investment Management
New Jersey
$1.59M -$21.8K -115 -1%
HH
622
Hilltop Holdings
Texas
$1.58M +$43.7K +230 +3%
APP
623
Avantax Planning Partners
Iowa
$1.58M -$554K -2,916 -27%
TIA
624
Tiemann Investment Advisors
California
$1.57M +$20.7K +109 +1%
FLPIM
625
F.L. Putnam Investment Management
Massachusetts
$1.56M -$10.8K -57 -0.7%
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