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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DFC
676
DBK Financial Counsel
Ohio
$529K – – –
TFA
677
TPG Financial Advisors
Oregon
$529K – – –
CCMD
678
Cypress Capital Management (Delaware)
Delaware
$526K – – –
CTC
679
Central Trust Company
Missouri
$516K -$3.85K -25 -0.7%
AWC
680
Abundance Wealth Counselors
Pennsylvania
$516K +$510K +3,313 New
PFG
681
Pinnacle Financial Group
Illinois
$515K -$61.4K -399 -11%
LSA
682
L & S Advisors
California
$513K -$433K -2,812 -46%
CWMGP
683
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$511K +$154 +1 +0%
APW
684
Aurora Private Wealth
New Jersey
$510K +$4.77K +31 +1%
BA
685
Bellwether Advisors
Nebraska
$509K -$30.3K -197 -6%
RHBC
686
R.H. Bluestein & Co
Michigan
$508K – – –
RRWA
687
Rainey & Randall Wealth Advisors
Florida
$506K +$56.9K +370 +13%
SFS
688
Security Financial Services
Indiana
$505K -$347K -2,257 -41%
HPWM
689
Highland Private Wealth Management
Washington
$505K – – –
BSWA
690
Bromfield Sneider Wealth Advisors
Massachusetts
$502K – – –
OPS
691
Orion Portfolio Solutions
Nebraska
$501K +$28.8K +187 +6%
WH
692
Whitcomb & Hess
Ohio
$500K +$7.39K +48 +2%
PCA
693
Personal Capital Advisors
California
$499K -$57.4K -373 -10%
TW
694
Towerpoint Wealth
California
$499K -$16.5K -107 -3%
GWM
695
GDS Wealth Management
Texas
$499K +$203K +1,317 +70%
WAM
696
WNY Asset Management
New York
$497K – – –
JGIA
697
Jackson Grant Investment Advisers
Connecticut
$495K +$2.15K +14 +0.4%
JWM
698
JFG Wealth Management
Colorado
$493K +$487K +3,165 New
SWM
699
SeaCrest Wealth Management
New York
$492K +$4.92K +32 +1%
AB
700
Atlas Brown
Kentucky
$490K -$56K -364 -10%
26 27
28
29 30