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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DTIM
726
Danda Trouve Investment Management
Kansas
$19K +$5.95K +50 +33%
APWM
727
Atlas Private Wealth Management
New York
$18K +$119 +1 +0.5%
CAN
728
Claraphi Advisory Network
United States
$15K +$18.2K +153 New
SAM
729
S.A. Mason
Michigan
$14K +$238 +2 +1%
PWMG
730
Prestige Wealth Management Group
New Jersey
$13K -$3.21K -27 -17%
CIAS
731
CBIZ Investment Advisory Services
Ohio
$13K – – –
PCIA
732
Prime Capital Investment Advisors
Kansas
$13K – – –
AF
733
Affiance Financial
Minnesota
$13K +$2.74K +23 +21%
VNA
734
Valley National Advisers
Pennsylvania
$12K – – –
HGWM
735
Harvest Group Wealth Management
Massachusetts
$11K – – –
RCA
736
Rowland Carmichael Advisors
Arizona
$11K +$13.1K +110 New
TFA
737
Toth Financial Advisory
Virginia
$10K -$1.78K -15 -13%
EWM
738
Edge Wealth Management
New York
$10K – – –
RE
739
RBC Europe
United Kingdom
$9.63K – – –
HB
740
Horizon Bancorp
Indiana
$9K – – –
PO
741
Private Ocean
California
$9K – – –
JWM
742
Janiczek Wealth Management
Colorado
$8K -$4.17K -35 -29%
AIA
743
Armor Investment Advisors
North Carolina
$8K – – –
IAS
744
IMA Advisory Services
Colorado
$8K – – –
RCA
745
Ranch Capital Advisors
Florida
$8K +$10.1K +85 New
FRA
746
Front Row Advisors
California
$7K +$8.33K +70 New
CFN
747
Cordasco Financial Network
Florida
$6K – – –
FCA
748
FinTrust Capital Advisors
South Carolina
$6K – – –
PK
749
Pflug Koory
Nebraska
$6K – – –
KFS
750
Kelly Financial Services
Massachusetts
$5.78K – – –
28 29
30
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