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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BSWA
726
Bromfield Sneider Wealth Advisors
Massachusetts
$519K – – –
JIC
727
Joel Isaacson & Co
New York
$519K +$15.1K +98 +3%
KFI
728
Key Financial Inc
Pennsylvania
$519K +$117K +763 +31%
OAM
729
Oppenheimer Asset Management
New York
$515K +$62.5K +406 +15%
WAM
730
WNY Asset Management
New York
$515K -$11.1K -72 -2%
LWM
731
LJI Wealth Management
Indiana
$514K +$31.9M +207,503 +6,632%
SSB
732
Sandy Spring Bank
Maryland
$513K -$6.15K -40 -1%
SDAM
733
Shulman DeMeo Asset Management
New York
$510K +$39.5K +257 +9%
SWM
734
SeaCrest Wealth Management
New York
$508K -$48K -312 -9%
PI
735
PFG Investments
New York
$507K -$10K -65 -2%
WCP
736
Wick Capital Partners
Pennsylvania
$507K – – –
CCWM
737
Cassaday & Co Wealth Management
Virginia
$505K -$450K -2,925 -48%
HFS
738
Heritage Financial Services
Massachusetts
$501K +$1.85K +12 +0.4%
E
739
ETFidea
New York
$500K +$98.5K +640 +26%
WF
740
Welch & Forbes
Massachusetts
$500K +$76.9K +500 +19%
TW
741
Towerpoint Wealth
California
$495K -$15.7K -102 -3%
APCM
742
Alaska Permanent Capital Management
Alaska
$492K +$470K +3,052 New
FFS
743
Founders Financial Securities
Maryland
$490K +$10K +65 +2%
ES
744
Eagle Strategies
New York
$490K +$48.2K +313 +11%
CIAS
745
CFS Investment Advisory Services
New Jersey
$483K +$461K +2,994 New
TTWM
746
TCV Trust & Wealth Management
Virginia
$482K – – –
OPW
747
Oxler Private Wealth
New York
$481K +$1.08K +7 +0.2%
VC
748
Veracity Capital
Georgia
$481K -$26.5K -172 -5%
CPA
749
Cardiff Park Advisors
California
$479K – – –
PTC
750
Private Trust Company
Ohio
$476K -$43.1K -280 -9%
28 29
30
31 32