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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
726
Oakworth Capital
Alabama
$18K +$17.8K +168 New
RIM
727
Rockbridge Investment Management
New York
$17K +$16.9K +159 New
AF
728
Affiance Financial
Minnesota
$15K – – –
CWM
729
Campbell Wealth Management
Virginia
$15K +$14.7K +139 New
PCIA
730
Prime Capital Investment Advisors
Kansas
$14K – – –
VNA
731
Valley National Advisers
Pennsylvania
$14K – – –
SFA
732
Stewardship Financial Advisors
Georgia
$14K +$13.3K +125 New
RCA
733
Rowland Carmichael Advisors
Arizona
$12K – – –
EWM
734
Edge Wealth Management
New York
$11K – – –
TFA
735
Toth Financial Advisory
Virginia
$11K – – –
HB
736
Horizon Bancorp
Indiana
$10K – – –
PO
737
Private Ocean
California
$10K – – –
PFO
738
Pathstone Family Office
New Jersey
$10K +$9.87K +93 New
JWM
739
Janiczek Wealth Management
Colorado
$9K – – –
RCA
740
Ranch Capital Advisors
Florida
$9K – – –
AIA
741
Armor Investment Advisors
North Carolina
$9K +$106 +1 +1%
TF
742
TimeScale Financial
Massachusetts
$9K +$8.38K +79 New
FRA
743
Front Row Advisors
California
$8K – – –
PIP
744
Peachtree Investment Partners
Florida
$8K +$3.82K +36 +103%
PK
745
Pflug Koory
Nebraska
$7K – – –
KFS
746
Kelly Financial Services
Massachusetts
$6.49K – – –
CFN
747
Cordasco Financial Network
Florida
$6K – – –
FCA
748
FinTrust Capital Advisors
South Carolina
$6K – – –
IRC
749
Investors Research Corp
Georgia
$5K – – –
IFAM
750
Institutional & Family Asset Management
Colorado
$5K +$5.09K +48 New
28 29
30
31 32