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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
626
Tranquility Partners
Tennessee
$2.14M +$59.3K +274 +3%
DBIA
627
Dumont & Blake Investment Advisors
New Jersey
$2.13M -$101K -468 -4%
SEIA
628
Signature Estate & Investment Advisors
California
$2.13M +$311K +1,437 +17%
ACA
629
Aptus Capital Advisors
Alabama
$2.12M -$103K -474 -4%
MB
630
MidFirst Bank
Oklahoma
$2.12M -$152K -701 -7%
TFA
631
Transamerica Financial Advisors
Florida
$2.12M -$24.9K -115 -1%
CCM
632
Coldstream Capital Management
Washington
$2.1M -$548K -2,531 -20%
CA
633
COFG Advisors
Illinois
$2.1M -$9.74K -45 -0.5%
CFD
634
Creative Financial Designs
Indiana
$2.1M +$197K +912 +10%
RIS
635
Retirement Income Solutions
Michigan
$2.09M – – –
TFGT
636
TS Financial Group (TSFG)
Illinois
$2.08M +$13.4K +62 +0.6%
O3W
637
Omni 360 Wealth
New Jersey
$2.07M +$466K +2,152 +28%
LGW
638
Leslie Global Wealth
Illinois
$2.07M +$2.13M +9,826 New
SIC
639
Sterling Investment Counsel
New York
$2.07M -$145K -669 -6%
MCCA
640
Mill Creek Capital Advisors
Pennsylvania
$2.07M -$526K -2,428 -20%
WAP
641
Wealthcare Advisory Partners
Pennsylvania
$2.06M -$237K -1,093 -10%
DC
642
Davenport & Co
Virginia
$2.06M -$17.8K -82 -0.8%
BFA
643
Beacon Financial Advisory
Ohio
$2.06M +$357K +1,647 +20%
HPWM
644
High Point Wealth Management
New Jersey
$2.05M -$29K -134 -1%
CWM
645
Castle Wealth Management
Florida
$2.05M +$217 +1 +0%
BAH
646
Beacon Advisors Holdings
Texas
$2.03M -$5.63K -26 -0.3%
MPW
647
MA Private Wealth
California
$2.02M +$442K +2,041 +27%
GT
648
Glenview Trust
Kentucky
$2.01M +$332K +1,532 +19%
EFS
649
Essex Financial Services
Connecticut
$2.01M +$4.55K +21 +0.2%
HSA
650
HBK Sorce Advisory
Pennsylvania
$2M +$71K +328 +4%
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26
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