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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
651
Dynamic Advisor Solutions
Arizona
$541K -$156K -1,024 -23%
CPA
652
Cardiff Park Advisors
California
$541K +$525K +3,454 New
FNBTCON
653
First National Bank & Trust Co of Newtown
Pennsylvania
$540K – – –
CWM
654
C2C Wealth Management
Arizona
$533K +$518K +3,406 New
TFA
655
TPG Financial Advisors
Oregon
$532K – – –
DFC
656
DBK Financial Counsel
Ohio
$532K +$517K +3,399 New
WA
657
WBH Advisory
Maryland
$531K +$21.9K +144 +4%
CA
658
Claro Advisors
Massachusetts
$530K +$80.4K +529 +19%
CCMD
659
Cypress Capital Management (Delaware)
Delaware
$529K – – –
OCM
660
One Capital Management
California
$528K +$513K +3,373 New
IWN
661
Independent Wealth Network
Iowa
$523K +$2.28K +15 +0.5%
CTC
662
Central Trust Company
Missouri
$523K +$24.6K +162 +5%
TW
663
Towerpoint Wealth
California
$518K +$1.37K +9 +0.3%
SFWC
664
Strategic Family Wealth Counselors
New Jersey
$516K – – –
CWMGP
665
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$514K +$499K +3,280 New
RHBC
666
R.H. Bluestein & Co
Michigan
$511K – – –
APW
667
Aurora Private Wealth
New Jersey
$508K +$1.37K +9 +0.3%
HPWM
668
Highland Private Wealth Management
Washington
$507K -$18.2K -120 -4%
SWA
669
Stratos Wealth Advisors
Ohio
$505K +$83.5K +549 +21%
BSWA
670
Bromfield Sneider Wealth Advisors
Massachusetts
$505K +$490K +3,222 New
WAM
671
WNY Asset Management
New York
$501K – – –
JGIA
672
Jackson Grant Investment Advisers
Connecticut
$496K +$2.43K +16 +0.5%
BCP
673
Blue Chip Partners
Michigan
$491K +$456 +3 +0.1%
WH
674
Whitcomb & Hess
Ohio
$490K -$4.41K -29 -0.9%
SWM
675
SeaCrest Wealth Management
New York
$490K – – –
25 26
27
28 29