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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
651
Mount Yale Investment Advisors
Colorado
$404K +$414K +2,781 New
PWA
652
Peterson Wealth Advisors
Utah
$400K – – –
PWPS
653
Pinnacle Wealth Planning Services
Ohio
$396K +$124K +835 +44%
GCA
654
Gradient Capital Advisors
California
$395K – – –
SWA
655
Stratos Wealth Advisors
Ohio
$389K -$119K -798 -23%
FIB
656
First Interstate Bank
Montana
$389K – – –
WI
657
Wintrust Investments
Illinois
$389K +$894 +6 +0.2%
CAI
658
Capital Advisors Inc
Oklahoma
$385K -$4.02K -27 -1%
VWA
659
Visionary Wealth Advisors
Illinois
$382K +$30.1K +202 +8%
ST
660
Spinnaker Trust
Maine
$380K – – –
CPSAC
661
Chas P. Smith & Associates (CPS)
Florida
$379K – – –
SSB
662
Sandy Spring Bank
Maryland
$379K – – –
FPGK
663
Financial Partners Group (Kansas)
Kansas
$379K +$17.6K +118 +5%
MC
664
Mathes Company
New York
$378K – – –
WF
665
Welch & Forbes
Massachusetts
$378K – – –
IFG
666
Independent Financial Group
California
$377K -$235K -1,578 -38%
CIC
667
Carnegie Investment Counsel
Ohio
$377K -$14.9K -100 -4%
PA
668
PFG Advisors
Arizona
$375K -$31.1K -209 -8%
DC
669
Davenport & Co
Virginia
$372K +$50.4K +338 +15%
EVM
670
Eaton Vance Management
Massachusetts
$370K – – –
GC
671
Gratus Capital
Georgia
$368K – – –
FWM
672
Filbrandt Wealth Management
Wisconsin
$363K – – –
GEA
673
Glen Eagle Advisors
New Jersey
$360K +$27.7K +186 +8%
3LCM
674
3D/L Capital Management
Connecticut
$360K +$23.1K +155 +7%
ZF
675
Zhang Financial
Michigan
$353K – – –
25 26
27
28 29