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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
$1.69M +$133K +663 +9%
PA
652
Pinnacle Associates
New York
$1.69M -$27.1K -135 -2%
AF
653
Advisornet Financial
Minnesota
$1.68M -$31.9K -159 -2%
IWC
654
Infinity Wealth Counsel
Ohio
$1.68M -$50.2K -250 -3%
RWM
655
Rialto Wealth Management
New York
$1.67M -$6.03K -30 -0.4%
BM
656
Berman McAleer
Maryland
$1.67M +$1.62M +8,082 New
HSA
657
HBK Sorce Advisory
Pennsylvania
$1.67M -$58.4K -291 -3%
HFS
658
Hopwood Financial Services
Virginia
$1.67M -$177K -880 -10%
GT
659
Glenview Trust
Kentucky
$1.65M -$49.2K -245 -3%
OPWM
660
Oxinas Partners Wealth Management
Indiana
$1.65M -$17.7K -88 -1%
GIM
661
Glenmede Investment Management
Pennsylvania
$1.65M – – –
D
662
Dentgroup
Louisiana
$1.65M -$25.9K -129 -2%
BA
663
Bristlecone Advisors
Washington
$1.64M +$178K +886 +13%
LF
664
Lee Financial
Texas
$1.64M -$61.3K -305 -4%
APP
665
Avantax Planning Partners
Iowa
$1.64M -$1.61K -8 -0.1%
EIA
666
Eldridge Investment Advisors
New Hampshire
$1.63M -$62.3K -310 -4%
TC
667
Trilogy Capital
California
$1.62M +$22.1K +110 +1%
KFAA
668
Klaas Financial Asset Advisors
Illinois
$1.61M -$38.4K -191 -2%
TCM
669
Traub Capital Management
Massachusetts
$1.6M -$26.1K -130 -2%
EPM
670
Elm Partners Management
Pennsylvania
$1.59M +$466K +2,319 +43%
FMII
671
Farmers & Merchants Investments Inc
Nebraska
$1.59M -$6.03K -30 -0.4%
IAIM
672
International Assets Investment Management
Florida
$1.58M – – –
AWM
673
Apex Wealth Management
New Hampshire
$1.57M -$6.43K -32 -0.4%
NAS
674
Nicolet Advisory Services
Wisconsin
$1.56M – – –
SGFG
675
Silver Grove Financial Group
New York
$1.56M +$1.52M +7,562 New
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