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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
626
Independent Financial Group
California
$583K +$172K +1,131 +44%
PFG
627
Pinnacle Financial Group
Illinois
$581K +$564K +3,708 New
CWM
628
CarsonAllaria Wealth Management
Illinois
$573K +$556K +3,655 New
RC
629
RegentAtlantic Capital
New Jersey
$566K +$9.88K +65 +2%
GM
630
Granger Management
New York
$564K – – –
PMAM
631
Picton Mahoney Asset Management
Ontario, Canada
$564K – – –
JIP
632
Jaffetilchin Investment Partners
Florida
$564K +$6.54K +43 +1%
AWA
633
ARQ Wealth Advisors
Arizona
$561K – – –
PCA
634
Personal Capital Advisors
California
$561K +$177K +1,161 +48%
LTI
635
Laffer Tengler Investments
Tennessee
$559K – – –
GFP
636
Gryphon Financial Partners
Ohio
$557K +$67.7K +445 +14%
SW
637
SteelPeak Wealth
California
$557K +$280K +1,839 +107%
CIA
638
Choate Investment Advisors
Massachusetts
$556K – – –
PWM
639
Perigon Wealth Management
California
$554K +$2.13K +14 +0.4%
AB
640
Atlas Brown
Kentucky
$550K +$304 +2 +0.1%
WAOTB
641
Wealth Advisors of Tampa Bay
Florida
$549K +$267K +1,753 +100%
KLI
642
Kelman-Lazarov Inc
Tennessee
$548K – – –
AAP
643
Arax Advisory Partners
Colorado
$548K +$1.22K +8 +0.2%
NDSI
644
Newman Dignan & Sheerar Inc
Rhode Island
$546K -$15.8K -104 -3%
FPW
645
Flagship Private Wealth
Massachusetts
$546K – – –
BA
646
Bellwether Advisors
Nebraska
$543K – – –
AHC
647
Anderson Hoagland & Co
Missouri
$542K -$219K -1,440 -29%
FHA
648
Flagship Harbor Advisors
Massachusetts
$542K -$11.6K -76 -2%
DAS
649
Dynamic Advisor Solutions
Arizona
$541K -$156K -1,024 -23%
CPA
650
Cardiff Park Advisors
California
$541K +$525K +3,454 New
24 25
26
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