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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
726
Pinnacle Financial Group
Illinois
$525K – – –
IWN
727
Independent Wealth Network
Iowa
$521K +$497K +3,231 New
BSWA
728
Bromfield Sneider Wealth Advisors
Massachusetts
$519K – – –
JIC
729
Joel Isaacson & Co
New York
$519K +$15.1K +98 +3%
KFI
730
Key Financial Inc
Pennsylvania
$519K +$117K +763 +31%
OAM
731
Oppenheimer Asset Management
New York
$515K +$62.5K +406 +15%
WAM
732
WNY Asset Management
New York
$515K -$11.1K -72 -2%
LWM
733
LJI Wealth Management
Indiana
$514K +$8.77K +57 +2%
SSB
734
Sandy Spring Bank
Maryland
$513K -$6.15K -40 -1%
SDAM
735
Shulman DeMeo Asset Management
New York
$510K +$39.5K +257 +9%
SWM
736
SeaCrest Wealth Management
New York
$508K -$48K -312 -9%
PI
737
PFG Investments
New York
$507K -$10K -65 -2%
WCP
738
Wick Capital Partners
Pennsylvania
$507K – – –
CCWM
739
Cassaday & Co Wealth Management
Virginia
$505K -$450K -2,925 -48%
HFS
740
Heritage Financial Services
Massachusetts
$501K +$1.85K +12 +0.4%
E
741
ETFidea
New York
$500K +$98.5K +640 +26%
WF
742
Welch & Forbes
Massachusetts
$500K +$76.9K +500 +19%
TW
743
Towerpoint Wealth
California
$495K -$15.7K -102 -3%
APCM
744
Alaska Permanent Capital Management
Alaska
$492K +$470K +3,052 New
FFS
745
Founders Financial Securities
Maryland
$490K +$10K +65 +2%
ES
746
Eagle Strategies
New York
$490K +$48.2K +313 +11%
CIAS
747
CFS Investment Advisory Services
New Jersey
$483K +$461K +2,994 New
TTWM
748
TCV Trust & Wealth Management
Virginia
$482K – – –
OPW
749
Oxler Private Wealth
New York
$481K +$1.08K +7 +0.2%
VC
750
Veracity Capital
Georgia
$481K -$26.5K -172 -5%
28 29
30
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