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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
651
Sound Income Strategies
Florida
$1.69M +$102K +510 +7%
PSA
652
Plum Street Advisors
Louisiana
$1.69M – – –
BFS
653
Burkett Financial Services
South Carolina
$1.69M +$133K +663 +9%
PA
654
Pinnacle Associates
New York
$1.69M -$27.1K -135 -2%
AF
655
Advisornet Financial
Minnesota
$1.68M -$31.9K -159 -2%
IWC
656
Infinity Wealth Counsel
Ohio
$1.68M -$50.2K -250 -3%
RWM
657
Rialto Wealth Management
New York
$1.67M -$6.03K -30 -0.4%
BM
658
Berman McAleer
Maryland
$1.67M +$1.62M +8,082 New
HSA
659
HBK Sorce Advisory
Pennsylvania
$1.67M -$58.4K -291 -3%
HFS
660
Hopwood Financial Services
Virginia
$1.67M -$177K -880 -10%
WFA
661
Woodward Financial Advisors
North Carolina
$1.66M -$12.1K -60 -0.7%
GT
662
Glenview Trust
Kentucky
$1.65M -$49.2K -245 -3%
OPWM
663
Oxinas Partners Wealth Management
Indiana
$1.65M -$17.7K -88 -1%
GIM
664
Glenmede Investment Management
Pennsylvania
$1.65M – – –
D
665
Dentgroup
Louisiana
$1.65M -$25.9K -129 -2%
BA
666
Bristlecone Advisors
Washington
$1.64M +$178K +886 +13%
LF
667
Lee Financial
Texas
$1.64M -$61.3K -305 -4%
APP
668
Avantax Planning Partners
Iowa
$1.64M -$1.61K -8 -0.1%
EIA
669
Eldridge Investment Advisors
New Hampshire
$1.63M -$62.3K -310 -4%
TC
670
Trilogy Capital
California
$1.62M +$22.1K +110 +1%
KFAA
671
Klaas Financial Asset Advisors
Illinois
$1.61M -$38.4K -191 -2%
TCM
672
Traub Capital Management
Massachusetts
$1.6M -$26.1K -130 -2%
EPM
673
Elm Partners Management
Pennsylvania
$1.59M +$466K +2,319 +43%
FMII
674
Farmers & Merchants Investments Inc
Nebraska
$1.59M -$6.03K -30 -0.4%
IAIM
675
International Assets Investment Management
Florida
$1.58M – – –
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