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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
851
Winthrop Advisory Group
Massachusetts
$298K +$293K +2,053 New
FCH
852
Freestone Capital Holdings
Washington
$297K +$19.3K +135 +7%
AA
853
Ancora Advisors
Ohio
$297K +$21.4K +150 +8%
IA
854
IFG Advisors
Missouri
$297K -$45.7K -320 -14%
PWA
855
Physician Wealth Advisors
Utah
$294K +$2.57K +18 +0.9%
VAFP
856
Vahanian & Associates Financial Planning
New York
$293K – – –
OBWG
857
Onyx Bridge Wealth Group
New York
$293K – – –
WPWM
858
Western Pacific Wealth Management
Illinois
$292K – – –
BIM
859
Baldwin Investment Management
Pennsylvania
$290K – – –
GWM
860
Gray Wealth Management
Maine
$290K – – –
HNWA
861
Henrickson Nauta Wealth Advisors
Michigan
$290K – – –
PIM
862
Parker Investment Management
California
$288K +$284K +1,988 New
PSIWM
863
Paradigm Strategies in Wealth Management
Minnesota
$288K – – –
CMP
864
Courage Miller Partners
Virginia
$287K -$10.6K -74 -4%
MSAM
865
Moloney Securities Asset Management
Missouri
$285K – – –
MFA
866
Millington Financial Advisors
Illinois
$285K +$280K +1,964 New
CAG
867
Curtis Advisory Group
California
$285K – – –
PMFA
868
Plante Moran Financial Advisors
Michigan
$284K -$284K -1,986 -50%
AWA
869
Acorn Wealth Advisors
Michigan
$284K +$1.43K +10 +0.5%
DT
870
Diversified Trust
Tennessee
$283K +$571 +4 +0.2%
MHS
871
M Holdings Securities
Oregon
$283K +$52K +364 +23%
BFEC
872
Benjamin F. Edwards & Company
Missouri
$281K +$76.5K +536 +38%
PWP
873
Perfromance Wealth Partners
Illinois
$281K – – –
BWM
874
Baystate Wealth Management
Massachusetts
$279K -$7.14K -50 -3%
LC
875
LCNB Corp
Ohio
$278K – – –
33 34
35
36 37