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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
1051
Meeder Advisory Services
Ohio
$637K +$105K +484 +19%
AB
1052
Atlas Brown
Kentucky
$634K +$43.1K +199 +7%
ICMM
1053
Integrated Capital Management (Michigan)
Michigan
$634K +$2.6K +12 +0.4%
ITG
1054
Index Technologies Group
New York
$629K +$14.9K +69 +2%
CPA
1055
Cardiff Park Advisors
California
$628K – – –
MA
1056
Mosaic Advisors
Texas
$627K +$616K +2,844 New
OPW
1057
Oxler Private Wealth
New York
$624K +$1.73K +8 +0.3%
DI
1058
Disciplined Investments
Oklahoma
$624K – – –
KWS
1059
Keystone Wealth Services
California
$620K +$161K +743 +34%
CB
1060
Community Bank
New York
$620K -$165K -760 -21%
KP
1061
Keel Point
Alabama
$618K +$8.45K +39 +1%
TC
1062
Town Capital
Maryland
$613K -$2.04M -9,433 -76%
VAG
1063
VisionPoint Advisory Group
Texas
$603K +$619K +2,858 New
FBB
1064
Fulton Breakefield Broenniman
Maryland
$602K +$37K +171 +6%
GWM
1065
GDS Wealth Management
Texas
$601K +$23.6K +109 +4%
WAM
1066
WNY Asset Management
New York
$601K +$616K +2,844 New
HIS
1067
Harvest Investment Services
Illinois
$599K -$49.4K -228 -7%
MWP
1068
Madison Wealth Partners
Wisconsin
$597K -$1.95K -9 -0.3%
IWN
1069
Independent Wealth Network
Iowa
$597K -$67.3K -311 -10%
KA
1070
Klingman & Associates
New York
$594K +$169K +780 +38%
SWM
1071
Stockman Wealth Management
Montana
$591K – – –
CFG
1072
Compass Financial Group
Ohio
$587K -$241K -1,115 -29%
PP
1073
Postrock Partners
Oregon
$584K – – –
PWPS
1074
Pinnacle Wealth Planning Services
Ohio
$583K – – –
ST
1075
Spinnaker Trust
Maine
$582K – – –
41 42
43
44 45