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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
PFG Advisors
Arizona
$340K +$375K +2,647 New
FPGK
752
Financial Partners Group (Kansas)
Kansas
$339K +$1.27K +9 +0.3%
SSB
753
Sandy Spring Bank
Maryland
$337K -$3.54K -25 -0.9%
IFA
754
Interactive Financial Advisors
Illinois
$335K -$12.2K -86 -3%
CPSAC
755
Chas P. Smith & Associates (CPS)
Florida
$335K – – –
MC
756
Mathes Company
New York
$334K – – –
WF
757
Welch & Forbes
Massachusetts
$334K – – –
BFA
758
Beaumont Financial Advisors
Massachusetts
$334K +$56.7K +400 +18%
EWM
759
Empirical Wealth Management
Washington
$333K -$14K -99 -4%
CFA
760
CWS Financial Advisors
Michigan
$333K – – –
EVM
761
Eaton Vance Management
Massachusetts
$327K -$11.2K -79 -3%
IRAG
762
Investment Research & Advisory Group
Georgia
$327K – – –
JFG
763
JMG Financial Group
Illinois
$324K – – –
SSW
764
Stone Summit Wealth
Florida
$322K – – –
LC
765
LTG Capital
Massachusetts
$321K -$834K -5,885 -70%
SFWA
766
Summit Financial Wealth Advisors
Louisiana
$320K – – –
CCFM
767
Clear Creek Financial Management
Washington
$319K -$12M -84,499 -97%
RCG
768
Regatta Capital Group
California
$319K +$40.9K +289 +14%
E
769
ETFidea
New York
$316K – – –
CFAM
770
Center For Asset Management
Florida
$316K +$53.3K +376 +18%
MYIA
771
Mount Yale Investment Advisors
Colorado
$313K – – –
OCPWS
772
One Charles Private Wealth Services
Massachusetts
$312K +$15.9K +112 +5%
EI
773
Ellevest Inc
New York
$309K -$1.27K -9 -0.4%
OIS
774
Okabena Investment Services
Minnesota
$308K – – –
HIIFS
775
Harel Insurance Investments & Financial Services
Israel
$306K – – –
29 30
31
32 33