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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Chesapeake Wealth Management
Virginia
$337K +$1.35K +10 +0.4%
PCA
677
Personal Capital Advisors
California
$335K -$40.7K -302 -11%
BAIA
678
Bel Air Investment Advisors
California
$335K +$320K +2,375 New
VWA
679
Visionary Wealth Advisors
Illinois
$334K +$15.5K +115 +5%
CAM
680
Close Asset Management
United Kingdom
$332K – – –
KA
681
Klingman & Associates
New York
$332K +$6.19K +46 +2%
NIA
682
Northstar Investment Advisors
Colorado
$325K – – –
AF
683
Alerus Financial
North Dakota
$325K +$310K +2,302 New
BWP
684
Baldwin Wealth Partners
Massachusetts
$321K -$24.1K -179 -7%
LJAC
685
L.J. Altfest & Co
New York
$320K -$49.9K -371 -14%
HCM
686
Hutchinson Capital Management
California
$318K – – –
EWF
687
Epstein & White Financial
California
$317K -$22.6K -168 -7%
CFA
688
Carroll Financial Associates
North Carolina
$314K +$942 +7 +0.3%
KIA
689
KCM Investment Advisors
California
$314K +$20.2K +150 +7%
SB
690
Simmons Bank
Arkansas
$314K +$299K +2,224 New
HIS
691
Harvest Investment Services
Illinois
$312K -$238K -1,768 -44%
CCM
692
Colorado Capital Management
Colorado
$311K – – –
BFM
693
Boothbay Fund Management
New York
$311K +$80.8K +600 +38%
JFG
694
JMG Financial Group
Illinois
$311K +$297K +2,205 New
VAS
695
Vestmark Advisory Solutions
Massachusetts
$305K +$55.2K +410 +23%
AWA
696
Arkadios Wealth Advisors
Georgia
$301K +$25.9K +192 +10%
DC
697
Davenport & Co
Virginia
$299K – – –
AC
698
Addison Capital
Pennsylvania
$298K – – –
MHS
699
M Holdings Securities
Oregon
$298K +$284K +2,112 New
IFWM
700
Institute for Wealth Management
Colorado
$297K -$45.5K -338 -14%
26 27
28
29 30