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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
951
RPg Family Wealth Advisory
Massachusetts
$71.7K – – –
FP
952
Financial Perspectives
Minnesota
$70.7K +$304 +2 +0.4%
OIA
953
Optimum Investment Advisors
Illinois
$70K – – –
MHR
954
Matthew Hamilton Rosenberg
$67K – – –
TCM
955
Tradewinds Capital Management
Washington
$66K – – –
AWM
956
Accel Wealth Management
Iowa
$66K +$32.1K +211 +100%
EC
957
Estate Counselors
Wisconsin
$63K -$379K -2,495 -86%
BWM
958
Baystate Wealth Management
Massachusetts
$62K +$59.8K +393 New
CA
959
Cornerstone Advisory
Maryland
$62K +$60.4K +397 New
IIL
960
Insight Inv LLC
California
$59K +$57.2K +376 New
CBT
961
CoreFirst Bank & Trust
Kansas
$56K – – –
TLFA
962
True Link Financial Advisors
California
$55K – – –
CPFP
963
Clear Perspectives Financial Planning
Ohio
$53K – – –
WT
964
Washington Trust
Rhode Island
$52K – – –
PO
965
Private Ocean
California
$52K +$35.3K +232 +232%
POIA
966
Pin Oak Investment Advisors
Texas
$48K – – –
CT
967
Cambridge Trust
Massachusetts
$47K +$45.6K +300 New
RP
968
Rice Partnership
Hawaii
$46K – – –
WB
969
Webster Bank
Connecticut
$46K +$29.5K +194 +194%
CFCI
970
Comprehensive Financial Consultants Institutional
Indiana
$46K +$46.4K +305 New
CT
971
Caldwell Trust
Florida
$45.4K – – –
JFA
972
JNBA Financial Advisors
Minnesota
$45K – – –
RFA
973
Reilly Financial Advisors
California
$45K – – –
TWA
974
TCI Wealth Advisors
Arizona
$45K – – –
AP
975
Atwood & Palmer
Missouri
$42K – – –
37 38
39
40 41