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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DFC
726
DBK Financial Counsel
Ohio
$502K – – –
SSB
727
Sandy Spring Bank
Maryland
$501K +$12.1K +75 +2%
LWM
728
LJI Wealth Management
Indiana
$498K +$8.4K +52 +2%
IWN
729
Independent Wealth Network
Iowa
$497K +$162 +1 +0%
BSWA
730
Bromfield Sneider Wealth Advisors
Massachusetts
$496K – – –
PFG
731
Pinnacle Financial Group
Illinois
$492K -$9.05K -56 -2%
WAM
732
WNY Asset Management
New York
$491K – – –
KFI
733
Key Financial Inc
Pennsylvania
$488K -$6.79K -42 -1%
LFG
734
Larson Financial Group
Missouri
$487K +$58.2K +360 +13%
SDAM
735
Shulman DeMeo Asset Management
New York
$487K – – –
SMA
736
Seven Mile Advisory
New Jersey
$486K +$511K +3,161 New
CCWM
737
Cassaday & Co Wealth Management
Virginia
$482K – – –
KA
738
Klingman & Associates
New York
$481K -$50.3K -311 -9%
SXL
739
Summit X LLC
Missouri
$479K -$90.5K -560 -15%
SWM
740
SeaCrest Wealth Management
New York
$477K -$8.08K -50 -2%
HFS
741
Heritage Financial Services
Massachusetts
$476K -$1.94K -12 -0.4%
BONH
742
Bank of New Hampshire
New Hampshire
$473K -$76.8K -475 -13%
TW
743
Towerpoint Wealth
California
$473K – – –
PTC
744
Private Trust Company
Ohio
$472K +$18.3K +113 +4%
APCM
745
Alaska Permanent Capital Management
Alaska
$469K – – –
E
746
ETFidea
New York
$468K -$9.86K -61 -2%
ES
747
Eagle Strategies
New York
$468K – – –
DT
748
Diversified Trust
Tennessee
$467K +$18.3K +113 +4%
IA
749
Insight Advisors
Pennsylvania
$462K -$57.1K -353 -11%
TTWM
750
TCV Trust & Wealth Management
Virginia
$460K – – –
28 29
30
31 32