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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
651
Oxinas Partners Wealth Management
Indiana
$1.58M +$171K +918 +13%
SFG
652
Sovereign Financial Group
Connecticut
$1.58M -$5.59K -30 -0.4%
TIA
653
Tiemann Investment Advisors
California
$1.57M +$49.7K +267 +3%
IAIM
654
International Assets Investment Management
Florida
$1.57M +$260K +1,397 +21%
EFG
655
Elios Financial Group
Ohio
$1.56M +$322K +1,730 +28%
KFAA
656
Klaas Financial Asset Advisors
Illinois
$1.56M -$25.3K -136 -2%
GIM
657
Glenmede Investment Management
Pennsylvania
$1.56M +$1.49M +7,990 New
APP
658
Avantax Planning Partners
Iowa
$1.55M +$69.3K +372 +5%
TCM
659
Traub Capital Management
Massachusetts
$1.54M +$1.47M +7,902 New
HBW
660
Hazlett, Burt & Watson
West Virginia
$1.53M -$25.1K -135 -2%
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$1.51M -$58.9K -316 -4%
TC
662
Trilogy Capital
California
$1.51M -$20.3K -109 -1%
CIR
663
Clear Investment Research
Georgia
$1.5M +$21.4K +115 +2%
SIS
664
Sound Income Strategies
Florida
$1.5M +$342K +1,837 +31%
CCM
665
Coldstream Capital Management
Washington
$1.5M -$319K -1,715 -18%
AWM
666
Apex Wealth Management
New Hampshire
$1.49M -$1.52M -8,140 -52%
BFS
667
Burkett Financial Services
South Carolina
$1.47M +$49.2K +264 +4%
HKIMG
668
Hutchens & Kramer Investment Management Group
Indiana
$1.47M +$88.9K +477 +7%
IUHSA
669
Itau Unibanco Holding S.A.
Brazil
$1.47M -$2.74M -14,715 -66%
MFT
670
Moisand Fitzgerald Tamayo
Florida
$1.47M -$10.4K -56 -0.7%
ITB
671
Idaho Trust Bank
Idaho
$1.46M +$36.1K +194 +3%
NAS
672
Nicolet Advisory Services
Wisconsin
$1.46M +$998K +5,359 +248%
AC
673
AWM Capital
Arizona
$1.46M – – –
VPF
674
Vantage Point Financial
Illinois
$1.45M +$210K +1,128 +18%
SIC
675
Salem Investment Counselors
North Carolina
$1.45M – – –
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