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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
651
Burkett Financial Services
South Carolina
$1.36M -$285K -1,604 -18%
QCM
652
Quantinno Capital Management
New York
$1.35M -$140K -787 -10%
PWMG
653
Private Wealth Management Group
New Jersey
$1.35M -$71.1K -400 -5%
GT
654
Glenmede Trust
Pennsylvania
$1.33M – – –
SYBT
655
Stock Yards Bank & Trust
Kentucky
$1.33M – – –
DIP
656
DT Investment Partners
Pennsylvania
$1.33M +$640K +3,600 +103%
IAIM
657
International Assets Investment Management
Florida
$1.32M +$123K +692 +11%
DPI
658
Diversified Portfolios Inc
Michigan
$1.32M -$24.2K -136 -2%
SAM
659
Silvercrest Asset Management
New York
$1.32M -$107K -600 -8%
CIR
660
Clear Investment Research
Georgia
$1.31M -$18.5K -104 -1%
WPW
661
Watershed Private Wealth
Illinois
$1.31M -$5.69M -32,023 -82%
JIP
662
Jaffetilchin Investment Partners
Florida
$1.3M +$3.2K +18 +0.3%
CAM
663
Close Asset Management
United Kingdom
$1.3M – – –
HNWA
664
Henrickson Nauta Wealth Advisors
Michigan
$1.29M +$20.8K +117 +2%
ICP
665
Interchange Capital Partners
Pennsylvania
$1.29M +$1.22M +6,861 New
WPC
666
Wedmont Private Capital
Pennsylvania
$1.28M +$1.42K +8 +0.1%
SF
667
Summit Financial
New Jersey
$1.28M -$102K -576 -8%
RIL
668
Rothschild Investment LLC
Illinois
$1.27M +$4.09K +23 +0.3%
SAM
669
Smithbridge Asset Management
Pennsylvania
$1.26M -$4.44K -25 -0.4%
PCA
670
Pallas Capital Advisors
Massachusetts
$1.25M +$137K +772 +13%
BWP
671
Balboa Wealth Partners
Arizona
$1.25M +$12.8K +72 +1%
CGA
672
Crescent Grove Advisors
Illinois
$1.25M -$330K -1,858 -22%
RIM
673
Redwood Investment Management
Arizona
$1.25M +$1.19M +6,688 New
WOC
674
West Oak Capital
California
$1.23M -$38.6K -217 -3%
WP
675
WMS Partners
Maryland
$1.23M -$113K -635 -9%
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