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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
851
Lehman & Derafelo Financial Resources
Pennsylvania
$23K – – –
OC
852
Oakworth Capital
Alabama
$22K – – –
JPLA
853
Joseph P. Lucia & Associates
New York
$22K +$21.2K +175 New
SSC
854
Syverson Strege & Co
Iowa
$22K +$21.2K +175 New
HS
855
Horan Securities
United States
$21K +$16.8K +139 +604%
FFC
856
First Financial Corp
Indiana
$18K -$23.9K -198 -59%
VNA
857
Valley National Advisers
Pennsylvania
$16K – – –
SFA
858
Stewardship Financial Advisors
Georgia
$16K +$15.1K +125 New
AF
859
Affiance Financial
Minnesota
$14K -$2.78K -23 -17%
RCA
860
Rowland Carmichael Advisors
Arizona
$14K – – –
NFSG
861
Newbridge Financial Services Group
Florida
$14K +$121 +1 +0.9%
EWM
862
Edge Wealth Management
New York
$13K – – –
PO
863
Private Ocean
California
$13K – – –
TFA
864
Toth Financial Advisory
Virginia
$13K – – –
DTIM
865
Danda Trouve Investment Management
Kansas
$13K +$12.1K +100 New
PFO
866
Pathstone Family Office
New Jersey
$12K – – –
LGA
867
Lebenthal Global Advisors
New York
$12K +$11.9K +98 New
JWM
868
Janiczek Wealth Management
Colorado
$11K – – –
RCA
869
Ranch Capital Advisors
Florida
$10K -$121 -1 -1%
AIA
870
Armor Investment Advisors
North Carolina
$10K – – –
AW
871
Avion Wealth
Texas
$10K – – –
TF
872
TimeScale Financial
Massachusetts
$10K – – –
OIM
873
Oder Investment Management
California
$10K +$9.68K +80 New
FRA
874
Front Row Advisors
California
$9K – – –
PIP
875
Peachtree Investment Partners
Florida
$9K – – –
33 34
35
36 37