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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
626
Welch Group
Alabama
$299K – – –
RIA
627
Realta Investment Advisors
Delaware
$297K -$8.34K -67 -3%
LWA
628
Lenox Wealth Advisors
New York
$297K +$2.61K +21 +0.9%
FP
629
Financial Perspectives
Minnesota
$296K +$283K +2,275 New
WP
630
WealthPLAN Partners
Nebraska
$295K – – –
HCM
631
Hutchinson Capital Management
California
$293K – – –
CCM
632
Colorado Capital Management
Colorado
$290K – – –
AC
633
Addison Capital
Pennsylvania
$287K – – –
FIA
634
Foundations Investment Advisors
Arizona
$283K +$1.49K +12 +0.6%
PWM
635
PBMares Wealth Management
Virginia
$283K +$271K +2,175 New
FDS
636
Freedom Day Solutions
Texas
$282K +$5.85K +47 +2%
SIA
637
Soltis Investment Advisors
Utah
$282K +$270K +2,170 New
BB
638
Busey Bank
Illinois
$281K +$269K +2,158 New
TNB
639
TCF National Bank
South Dakota
$279K +$33.6K +270 +14%
RWA
640
Ropes Wealth Advisors
Massachusetts
$277K -$9.33K -75 -3%
GBBWRPM
641
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$277K +$7.59K +61 +3%
OIWM
642
OptiFour Integrated Wealth Management
Virginia
$276K – – –
SIC
643
Sigma Investment Counselors
Michigan
$273K +$9.96K +80 +4%
CST
644
Charles Schwab Trust
Nevada
$271K – – –
KIA
645
KCM Investment Advisors
California
$270K – – –
CGA
646
Crescent Grove Advisors
Illinois
$269K +$5.97K +48 +2%
WTC
647
WhitTier Trust Company
Nevada
$267K – – –
ONB
648
Old National Bancorp
Indiana
$264K – – –
MOS
649
MGO One Seven
Ohio
$263K +$15.7K +126 +7%
SPL
650
Smart Portfolios LLC
Washington
$261K -$7.84K -63 -3%
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