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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
651
AXS Investments
New York
$404K +$414K +2,780 New
MYIA
652
Mount Yale Investment Advisors
Colorado
$404K +$414K +2,781 New
PWA
653
Peterson Wealth Advisors
Utah
$400K – – –
PWPS
654
Pinnacle Wealth Planning Services
Ohio
$396K +$124K +835 +44%
GCA
655
Gradient Capital Advisors
California
$395K – – –
SWA
656
Stratos Wealth Advisors
Ohio
$389K -$119K -798 -23%
FIB
657
First Interstate Bank
Montana
$389K – – –
WI
658
Wintrust Investments
Illinois
$389K +$894 +6 +0.2%
CAI
659
Capital Advisors Inc
Oklahoma
$385K -$4.02K -27 -1%
VWA
660
Visionary Wealth Advisors
Illinois
$382K +$30.1K +202 +8%
ST
661
Spinnaker Trust
Maine
$380K – – –
CPSAC
662
Chas P. Smith & Associates (CPS)
Florida
$379K – – –
SSB
663
Sandy Spring Bank
Maryland
$379K – – –
FPGK
664
Financial Partners Group (Kansas)
Kansas
$379K +$17.6K +118 +5%
MC
665
Mathes Company
New York
$378K – – –
WF
666
Welch & Forbes
Massachusetts
$378K – – –
IFG
667
Independent Financial Group
California
$377K -$235K -1,578 -38%
CIC
668
Carnegie Investment Counsel
Ohio
$377K -$14.9K -100 -4%
PA
669
PFG Advisors
Arizona
$375K -$31.1K -209 -8%
DC
670
Davenport & Co
Virginia
$372K +$50.4K +338 +15%
EVM
671
Eaton Vance Management
Massachusetts
$370K – – –
GC
672
Gratus Capital
Georgia
$368K – – –
FWM
673
Filbrandt Wealth Management
Wisconsin
$363K – – –
GEA
674
Glen Eagle Advisors
New Jersey
$360K +$27.7K +186 +8%
3LCM
675
3D/L Capital Management
Connecticut
$360K +$23.1K +155 +7%
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