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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
626
Whittier Trust
California
$2.2M – – –
HBW
627
Hazlett, Burt & Watson
West Virginia
$2.19M +$337K +1,607 +18%
AWM
628
Able Wealth Management
New Jersey
$2.17M +$17.6K +84 +0.8%
CB
629
Commerce Bank
Missouri
$2.16M – – –
TP
630
Tranquility Partners
Tennessee
$2.16M -$9.22K -44 -0.4%
TFA
631
Transamerica Financial Advisors
Florida
$2.16M +$1.29M +6,148 +153%
IA
632
Insight Advisors
Pennsylvania
$2.15M -$128K -613 -6%
CL
633
CLG LLC
California
$2.15M -$290K -1,382 -12%
1CP
634
17 Capital Partners
Arizona
$2.13M -$85.5K -408 -4%
BOA
635
Birnam Oak Advisors
New York
$2.12M – – –
FA
636
Fedenia Advisers
Wisconsin
$2.12M +$903K +4,310 +76%
FAL
637
Focused Alpha LLC
Colorado
$2.12M +$2.09M +9,977 New
CA
638
COFG Advisors
Illinois
$2.12M +$2.09M +9,975 New
AC
639
Apella Capital
Connecticut
$2.11M +$74.6K +356 +4%
SCM
640
Saxony Capital Management
Missouri
$2.11M +$2.08M +9,945 New
RIS
641
Retirement Income Solutions
Michigan
$2.1M -$193K -920 -9%
MWM
642
Maripau Wealth Management
Indiana
$2.09M +$540K +2,576 +35%
HPWM
643
High Point Wealth Management
New Jersey
$2.09M +$2.06M +9,849 New
DC
644
Davenport & Co
Virginia
$2.09M +$507K +2,419 +33%
TFGT
645
TS Financial Group (TSFG)
Illinois
$2.07M -$567K -2,706 -22%
FCFC
646
First Commonwealth Financial Corp
Pennsylvania
$2.07M -$59.9K -286 -3%
CWM
647
Castle Wealth Management
Florida
$2.06M -$34.6K -165 -2%
NA
648
Nottingham Advisors
New York
$2.06M -$53K -253 -3%
BAH
649
Beacon Advisors Holdings
Texas
$2.04M +$2.02M +9,623 New
IAIM
650
International Assets Investment Management
Florida
$2.02M +$319K +1,522 +19%
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