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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
851
Conservest Capital Advisors
Pennsylvania
$316K +$314K +2,080 New
WQ
852
Wealth Quarterback
New Jersey
$311K -$75.1K -497 -19%
FCH
853
Freestone Capital Holdings
Washington
$311K – – –
IA
854
IFG Advisors
Missouri
$311K +$604 +4 +0.2%
WAG
855
Winthrop Advisory Group
Massachusetts
$311K -$1.06K -7 -0.3%
BP
856
Ballentine Partners
Massachusetts
$311K -$4.53K -30 -1%
GIA
857
Goodwin Investment Advisory
Georgia
$309K -$5.44K -36 -2%
VDI
858
Vaughan David Investments
Illinois
$308K -$9.82K -65 -3%
FNBOSM
859
First National Bank of South Miami
Florida
$308K -$23.9K -158 -7%
WPWM
860
Western Pacific Wealth Management
Illinois
$306K – – –
BIM
861
Baldwin Investment Management
Pennsylvania
$304K – – –
GWM
862
Gray Wealth Management
Maine
$304K – – –
HNWA
863
Henrickson Nauta Wealth Advisors
Michigan
$303K – – –
PSIWM
864
Paradigm Strategies in Wealth Management
Minnesota
$301K – – –
MFA
865
Millington Financial Advisors
Illinois
$299K +$1.36K +9 +0.5%
VAFP
866
Vahanian & Associates Financial Planning
New York
$299K -$7.86K -52 -3%
CAG
867
Curtis Advisory Group
California
$298K – – –
AWA
868
Acorn Wealth Advisors
Michigan
$298K +$604 +4 +0.2%
CMP
869
Courage Miller Partners
Virginia
$297K -$2.42K -16 -0.8%
WPC
870
Wedmont Private Capital
Pennsylvania
$297K +$297K +1,963 New
SWP
871
ShoreHaven Wealth Partners
New Jersey
$295K -$103K -679 -26%
MYIA
872
Mount Yale Investment Advisors
Colorado
$295K +$66.2K +438 +29%
PWP
873
Perfromance Wealth Partners
Illinois
$294K – – –
PVI
874
Pine Valley Investments
New Jersey
$293K +$534K +3,533 New
NRC
875
New Republic Capital
North Carolina
$293K +$102K +676 +54%
33 34
35
36 37