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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
851
Ancora Advisors
Ohio
$297K +$21.4K +150 +8%
IA
852
IFG Advisors
Missouri
$297K -$45.7K -320 -14%
PWA
853
Physician Wealth Advisors
Utah
$294K +$2.57K +18 +0.9%
VAFP
854
Vahanian & Associates Financial Planning
New York
$293K – – –
OBWG
855
Onyx Bridge Wealth Group
New York
$293K – – –
WPWM
856
Western Pacific Wealth Management
Illinois
$292K – – –
BIM
857
Baldwin Investment Management
Pennsylvania
$290K – – –
GWM
858
Gray Wealth Management
Maine
$290K – – –
HNWA
859
Henrickson Nauta Wealth Advisors
Michigan
$290K – – –
PIM
860
Parker Investment Management
California
$288K +$284K +1,988 New
PSIWM
861
Paradigm Strategies in Wealth Management
Minnesota
$288K – – –
CMP
862
Courage Miller Partners
Virginia
$287K -$10.6K -74 -4%
MSAM
863
Moloney Securities Asset Management
Missouri
$285K – – –
MFA
864
Millington Financial Advisors
Illinois
$285K +$280K +1,964 New
CAG
865
Curtis Advisory Group
California
$285K – – –
PMFA
866
Plante Moran Financial Advisors
Michigan
$284K -$284K -1,986 -50%
AWA
867
Acorn Wealth Advisors
Michigan
$284K +$1.43K +10 +0.5%
DT
868
Diversified Trust
Tennessee
$283K +$571 +4 +0.2%
MHS
869
M Holdings Securities
Oregon
$283K +$52K +364 +23%
BFEC
870
Benjamin F. Edwards & Company
Missouri
$281K +$76.5K +536 +38%
PWP
871
Perfromance Wealth Partners
Illinois
$281K – – –
BWM
872
Baystate Wealth Management
Massachusetts
$279K -$7.14K -50 -3%
LC
873
LCNB Corp
Ohio
$278K – – –
CAM
874
Campion Asset Management
Virginia
$277K +$273K +1,910 New
PIM
875
Progressive Investment Management
Oregon
$276K – – –
33 34
35
36 37