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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
676
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$352K -$742K -4,976 -67%
PCA
677
Personal Capital Advisors
California
$352K +$4.77K +32 +1%
VWM
678
Valley Wealth Managers
New Jersey
$351K -$3.13K -21 -0.9%
MFA
679
Mayflower Financial Advisors
Massachusetts
$350K +$447 +3 +0.1%
SXL
680
Summit X LLC
Missouri
$348K -$108K -726 -23%
KA
681
Klingman & Associates
New York
$347K – – –
BFM
682
Boston Financial Management
Massachusetts
$346K – – –
HIIFS
683
Harel Insurance Investments & Financial Services
Israel
$344K – – –
PCMC
684
Private Capital Management (Colorado)
Colorado
$343K -$89K -597 -20%
CAM
685
Close Asset Management
United Kingdom
$342K – – –
IFA
686
Interactive Financial Advisors
Illinois
$341K -$31.1K -209 -9%
PSIWM
687
Paradigm Strategies in Wealth Management
Minnesota
$339K – – –
CCM
688
Covington Capital Management
California
$339K +$74.5K +500 +27%
BFA
689
Beaumont Financial Advisors
Massachusetts
$338K -$89.4K -600 -21%
CF
690
Centaurus Financial
California
$338K +$88.1K +591 +34%
CWM
691
Chesapeake Wealth Management
Virginia
$337K -$8.2K -55 -2%
ONB
692
Old National Bancorp
Indiana
$336K -$2.83K -19 -0.8%
OCPWS
693
One Charles Private Wealth Services
Massachusetts
$331K +$339K +2,277 New
GIA
694
Goodwin Investment Advisory
Georgia
$329K +$338K +2,266 New
HCM
695
Hutchinson Capital Management
California
$327K – – –
HIS
696
Harvest Investment Services
Illinois
$326K -$149 -1 -0%
LJAC
697
L.J. Altfest & Co
New York
$323K -$8.05K -54 -2%
VAS
698
Vestmark Advisory Solutions
Massachusetts
$323K +$14.3K +96 +5%
1CP
699
17 Capital Partners
Arizona
$323K +$29.8K +200 +10%
OPS
700
Orion Portfolio Solutions
Nebraska
$320K -$796K -5,344 -71%
26 27
28
29 30