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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
626
Signature Estate & Investment Advisors
California
$2.13M +$311K +1,437 +17%
ACA
627
Aptus Capital Advisors
Alabama
$2.12M -$103K -474 -4%
MB
628
MidFirst Bank
Oklahoma
$2.12M -$152K -701 -7%
TFA
629
Transamerica Financial Advisors
Florida
$2.12M -$24.9K -115 -1%
CCM
630
Coldstream Capital Management
Washington
$2.1M -$548K -2,531 -20%
CA
631
COFG Advisors
Illinois
$2.1M -$9.74K -45 -0.5%
CFD
632
Creative Financial Designs
Indiana
$2.1M +$197K +912 +10%
RIS
633
Retirement Income Solutions
Michigan
$2.09M – – –
TFGT
634
TS Financial Group (TSFG)
Illinois
$2.08M +$13.4K +62 +0.6%
O3W
635
Omni 360 Wealth
New Jersey
$2.07M +$466K +2,152 +28%
LGW
636
Leslie Global Wealth
Illinois
$2.07M +$2.13M +9,826 New
SIC
637
Sterling Investment Counsel
New York
$2.07M -$145K -669 -6%
MCCA
638
Mill Creek Capital Advisors
Pennsylvania
$2.07M -$526K -2,428 -20%
WAP
639
Wealthcare Advisory Partners
Pennsylvania
$2.06M -$237K -1,093 -10%
DC
640
Davenport & Co
Virginia
$2.06M -$17.8K -82 -0.8%
BFA
641
Beacon Financial Advisory
Ohio
$2.06M +$357K +1,647 +20%
HPWM
642
High Point Wealth Management
New Jersey
$2.05M -$29K -134 -1%
CWM
643
Castle Wealth Management
Florida
$2.05M +$217 +1 +0%
BAH
644
Beacon Advisors Holdings
Texas
$2.03M -$5.63K -26 -0.3%
MPW
645
MA Private Wealth
California
$2.02M +$442K +2,041 +27%
GT
646
Glenview Trust
Kentucky
$2.01M +$332K +1,532 +19%
EFS
647
Essex Financial Services
Connecticut
$2.01M +$4.55K +21 +0.2%
HSA
648
HBK Sorce Advisory
Pennsylvania
$2M +$71K +328 +4%
HCC
649
Hirtle Callaghan & Co
Pennsylvania
$2M -$8.01K -37 -0.4%
NA
650
Nottingham Advisors
New York
$1.99M -$57.4K -265 -3%
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