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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
751
Pin Oak Investment Advisors
Texas
$59K -$18.7K -150 -25%
CFB
752
Cullen/Frost Bankers
Texas
$59K +$9.33K +75 +20%
TT
753
TI-Trust
Illinois
$59K +$56.6K +455 New
ME
754
McIlrath & Eck
Washington
$53K – – –
MIFH
755
Migdal Insurance & Financial Holdings
Israel
$53K – – –
SBL
756
Sargent Bickham Lagudis
Colorado
$53K +$7.47K +60 +17%
SFSIG
757
San Francisco Sentry Investment Group
California
$51K – – –
SIS
758
SVB Investment Services
Utah
$51K +$48.9K +393 New
WFMPM
759
Woodley Farra Manion Portfolio Management
Indiana
$51K +$49K +394 New
FCM
760
Firestone Capital Management
Florida
$50K +$47.9K +385 New
AF
761
Allworth Financial
California
$43K +$124 +1 +0.3%
AIC
762
Archer Investment Corporation
Indiana
$43K +$13.9K +112 +51%
FWM
763
FSA Wealth Management
Massachusetts
$43K +$40.7K +327 New
MCM
764
McMillion Capital Management
North Carolina
$41K – – –
FPS
765
Fieldpoint Private Securities
Connecticut
$38K – – –
FFW
766
Fusion Family Wealth
New York
$38K – – –
RFA
767
Reilly Financial Advisors
California
$38K – – –
RP
768
Rice Partnership
Hawaii
$38K – – –
TCOV
769
Trust Company of Vermont
Vermont
$36K – – –
MA
770
MCF Advisors
Kentucky
$35K – – –
PCA
771
Peddock Capital Advisors
Massachusetts
$34K +$32.6K +262 New
CT
772
Caldwell Trust
Florida
$33.8K +$32.4K +260 New
JFA
773
JNBA Financial Advisors
Minnesota
$33K – – –
IWMA
774
Ironwood Wealth Management (Arizona)
Arizona
$32K – – –
HWM
775
Howard Wealth Management
Connecticut
$32K +$31.1K +250 New
29 30
31
32 33