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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
626
Alpha Cubed Investments
California
$350K +$331K +2,734 New
SWP
627
ShoreHaven Wealth Partners
New Jersey
$350K +$331K +2,734 New
SSB
628
Sandy Spring Bank
Maryland
$349K – – –
GGS
629
Galvin Gaustad & Stein
Arizona
$349K +$330K +2,729 New
GCA
630
Gradient Capital Advisors
California
$347K – – –
CIC
631
Carnegie Investment Counsel
Ohio
$345K – – –
VC
632
Veracity Capital
Georgia
$345K +$242 +2 +0.1%
CCM
633
Cribstone Capital Management
Maine
$344K -$1.21K -10 -0.4%
FIB
634
First Interstate Bank
Montana
$343K – – –
PCA
635
Personal Capital Advisors
California
$343K +$84.9K +702 +36%
PMFA
636
Plante Moran Financial Advisors
Michigan
$340K +$71.4K +590 +29%
LJAC
637
L.J. Altfest & Co
New York
$338K -$16.3K -135 -5%
FT
638
Fiduciary Trust
Massachusetts
$337K – – –
IFA
639
Interactive Financial Advisors
Illinois
$334K -$15.4K -127 -5%
MC
640
Mathes Company
New York
$333K – – –
WSFS
641
Wilmington Savings Fund Society
Delaware
$332K +$26.5K +219 +9%
RF
642
Rollins Financial
Georgia
$332K +$313K +2,591 New
CFA
643
CWS Financial Advisors
Michigan
$331K – – –
CAM
644
Concorde Asset Management
Michigan
$330K – – –
WTC
645
WhitTier Trust Company
Nevada
$328K – – –
EVM
646
Eaton Vance Management
Massachusetts
$326K – – –
FPGK
647
Financial Partners Group (Kansas)
Kansas
$325K +$726 +6 +0.2%
RIA
648
Realta Investment Advisors
Delaware
$324K +$27.1K +224 +10%
FWM
649
Filbrandt Wealth Management
Wisconsin
$320K – – –
BFM
650
Boston Financial Management
Massachusetts
$319K – – –
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26
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