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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
701
InterOcean Capital Group
Tennessee
$246K +$232K +1,919 New
CSPIA
702
Cary Street Partners Investment Advisory
Virginia
$245K +$9.07K +75 +4%
KF
703
Krilogy Financial
Missouri
$245K +$16.9K +140 +8%
VWM
704
Valley Wealth Managers
New Jersey
$242K -$11.2K -93 -5%
FNBOSM
705
First National Bank of South Miami
Florida
$242K -$11K -91 -5%
CTB
706
Country Trust Bank
Illinois
$240K – – –
VDI
707
Vaughan David Investments
Illinois
$238K +$224K +1,856 New
ADL
708
Asset Dedication LLC
California
$237K +$8.35K +69 +4%
KM
709
Kalos Management
Georgia
$236K -$12.5K -103 -5%
GIA
710
Guyasuta Investment Advisors
Pennsylvania
$236K – – –
CCM
711
Covington Capital Management
California
$235K – – –
ONST
712
Old North State Trust
North Carolina
$235K – – –
CBT
713
Capital Bank & Trust
California
$235K +$222K +1,833 New
TNB
714
TCF National Bank
South Dakota
$234K – – –
RMCM
715
Reynders McVeigh Capital Management
Massachusetts
$230K – – –
OC
716
Oarsman Capital
Wisconsin
$227K -$24.2K -200 -10%
GBBWRPM
717
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$226K +$213K +1,764 New
VAS
718
Vestmark Advisory Solutions
Massachusetts
$224K +$211K +1,747 New
TWP
719
Treybourne Wealth Planners
Indiana
$222K +$210K +1,733 New
WCM
720
Wealthcare Capital Management
Virginia
$222K +$210K +1,734 New
AA
721
Ancora Advisors
Ohio
$221K -$1.63M -13,503 -89%
FSWA
722
Financial Synergies Wealth Advisors
Texas
$220K +$208K +1,721 New
LC
723
LCNB Corp
Ohio
$220K +$208K +1,720 New
LP
724
LGL Partners
Pennsylvania
$219K +$207K +1,708 New
PWM
725
Provident Wealth Management
Tennessee
$217K -$16.3K -135 -7%
27 28
29
30 31