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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
626
PagnatoKarp Partners
Virginia
$212K -$376K -3,158 -59%
BB
627
Busey Bank
Illinois
$208K – – –
FDS
628
Freedom Day Solutions
Texas
$206K -$3.09K -26 -1%
RWA
629
Ropes Wealth Advisors
Massachusetts
$205K – – –
RMDI
630
R.M. Davis Inc
Maine
$204K -$167K -1,400 -40%
SIC
631
Sigma Investment Counselors
Michigan
$202K – – –
KIA
632
KCM Investment Advisors
California
$200K – – –
S
633
SignatureFD
Georgia
$195K -$296K -2,485 -55%
MCM
634
Manchester Capital Management
Vermont
$182K – – –
CTB
635
Country Trust Bank
Illinois
$181K – – –
WG
636
Welch Group
Alabama
$180K -$50.8K -427 -19%
ONST
637
Old North State Trust
North Carolina
$177K – – –
TL
638
TrueWealth LLC
Georgia
$173K – – –
WCM
639
Wealthcare Capital Management
Virginia
$173K +$34.2K +287 +19%
WOC
640
West Oak Capital
California
$165K -$1.78K -15 -0.9%
ADL
641
Asset Dedication LLC
California
$163K -$7.97K -67 -4%
JWA
642
JFS Wealth Advisors
Pennsylvania
$162K +$73.9K +621 +58%
TFGT
643
TS Financial Group (TSFG)
Illinois
$159K +$119 +1 +0.1%
SWA
644
Stratos Wealth Advisors
Ohio
$157K +$194K +1,633 New
EW
645
Element Wealth
Mississippi
$143K – – –
BAMG
646
Brand Asset Management Group
Missouri
$143K +$177K +1,490 New
WAP
647
Wealthcare Advisory Partners
Pennsylvania
$139K +$714 +6 +0.4%
FCMT
648
Founders Capital Management (Texas)
Texas
$138K – – –
PAA
649
Peregrine Asset Advisers
Oregon
$134K +$166K +1,395 New
CFG
650
Capstone Financial Group
Oklahoma
$131K +$4.52K +38 +3%
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