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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
701
Rathbones Group
United Kingdom
$1.71M +$178K +821 +11%
HFS
702
Hopwood Financial Services
Virginia
$1.7M – – –
FPCG
703
Forum Private Client Group
Indiana
$1.7M +$187K +862 +12%
WPC
704
White Pine Capital
Minnesota
$1.69M +$4.98K +23 +0.3%
HH
705
Hilltop Holdings
Texas
$1.68M -$570K -2,631 -25%
PIA
706
Perennial Investment Advisors
California
$1.67M -$5.85K -27 -0.3%
PI
707
PFG Investments
New York
$1.67M +$90.1K +416 +6%
RWM
708
Rialto Wealth Management
New York
$1.67M -$9.31K -43 -0.5%
EIA
709
Eldridge Investment Advisors
New Hampshire
$1.66M – – –
BFS
710
Burkett Financial Services
South Carolina
$1.66M -$60K -277 -3%
WS
711
Wedbush Securities
California
$1.66M +$21.4K +99 +1%
JIC
712
Joel Isaacson & Co
New York
$1.66M +$598K +2,762 +54%
PA
713
Pinnacle Associates
New York
$1.64M -$101K -465 -6%
DW
714
Durante & Waters
New York
$1.63M -$135K -625 -7%
GG
715
Greenwood Gearhart
Arkansas
$1.63M +$283K +1,306 +20%
HIA
716
HTG Investment Advisors
Connecticut
$1.63M +$1.67M +7,705 New
EPM
717
Elm Partners Management
Pennsylvania
$1.62M +$4.33K +20 +0.3%
B
718
Bailard
California
$1.62M -$164K -756 -9%
KFAA
719
Klaas Financial Asset Advisors
Illinois
$1.62M -$2.17K -10 -0.1%
NAM
720
NorthCrest Asset Manangement
Minnesota
$1.61M +$1.65M +7,609 New
CSPIA
721
Cary Street Partners Investment Advisory
Virginia
$1.61M -$104K -479 -6%
TCWA
722
Turtle Creek Wealth Advisors
Texas
$1.61M -$40.1K -185 -2%
AWM
723
Apex Wealth Management
New Hampshire
$1.6M +$866 +4 +0.1%
TCM
724
Traub Capital Management
Massachusetts
$1.6M – – –
NS
725
Northland Securities
Minnesota
$1.59M +$188K +870 +13%
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