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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
726
Onyx Bridge Wealth Group
New York
$284K +$281K +1,888 New
IWS
727
Insight Wealth Strategies
California
$283K -$1.09M -7,298 -79%
ICG
728
InterOcean Capital Group
Tennessee
$279K – – –
VDI
729
Vaughan David Investments
Illinois
$277K -$745 -5 -0.3%
PCM
730
Prelude Capital Management
New York
$276K -$924K -6,200 -77%
ADL
731
Asset Dedication LLC
California
$276K +$12.8K +86 +5%
PIM
732
Progressive Investment Management
Oregon
$276K +$283K +1,900 New
DSA
733
Davis Selected Advisers
Arizona
$275K +$282K +1,894 New
CTB
734
Country Trust Bank
Illinois
$273K – – –
DY
735
Dowling & Yahnke
California
$273K +$6.56K +44 +2%
LWAC
736
Laurel Wealth Advisors (California)
California
$272K +$279K +1,873 New
IC
737
Intersect Capital
California
$271K – – –
GIA
738
Guyasuta Investment Advisors
Pennsylvania
$268K – – –
ONST
739
Old North State Trust
North Carolina
$267K – – –
FFA
740
First Foundation Advisors
California
$266K -$24.7K -166 -8%
RMDI
741
R.M. Davis Inc
Maine
$264K -$23.8K -160 -8%
W
742
Wealthquest
Ohio
$264K -$12.4K -83 -4%
CCM
743
Cribstone Capital Management
Maine
$262K -$85.1K -571 -24%
PIFP
744
Partners in Financial Planning
Virginia
$262K -$2.09K -14 -0.8%
RMCM
745
Reynders McVeigh Capital Management
Massachusetts
$261K – – –
SC
746
Scotia Capital
Ontario, Canada
$258K -$1.12M -7,523 -81%
IWP
747
Icon Wealth Partners
Texas
$258K -$113K -756 -30%
CTFG
748
Capstone Triton Financial Group
Oklahoma
$256K +$7.6K +51 +3%
AA
749
Ancora Advisors
Ohio
$255K -$25.9K -174 -9%
WAOTB
750
Wealth Advisors of Tampa Bay
Florida
$255K – – –
28 29
30
31 32