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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
1451
Legacy Financial Strategies
Kansas
$236K – – –
RMP
1452
Richards, Merrill & Peterson
Washington
$235K – – –
TWM
1453
Trinity Wealth Management
Pennsylvania
$234K +$6.06K +28 +3%
HFS
1454
Hantz Financial Services
Michigan
$234K +$5.2K +24 +2%
YCM
1455
Yousif Capital Management
Michigan
$232K -$734K -3,392 -75%
PGAM
1456
Princeton Global Asset Management
New Jersey
$232K – – –
MF
1457
Manchester Financial
California
$230K – – –
VDI
1458
Vaughan David Investments
Illinois
$230K – – –
PWA
1459
Perspective Wealth Advisors
Colorado
$230K – – –
DM
1460
Diversified Management
Wisconsin
$229K +$866 +4 +0.4%
TW
1461
TritonPoint Wealth
Maryland
$228K -$16.9K -78 -7%
LBC
1462
Lane Brothers & Co
Arizona
$228K -$27.7K -128 -11%
SFMG
1463
Sage Financial Management Group
Virginia
$226K – – –
AWP
1464
Accretive Wealth Partners
New Jersey
$226K – – –
RFN
1465
RDA Financial Network
Iowa
$223K +$229K +1,057 New
WAG
1466
Winthrop Advisory Group
Massachusetts
$223K +$217 +1 +0.1%
IA
1467
IFC Advisors
California
$223K – – –
SWM
1468
Segment Wealth Management
Texas
$223K – – –
C
1469
Certuity
Florida
$222K -$142K -656 -38%
PP
1470
Patten & Patten
Tennessee
$221K – – –
AIP
1471
Almanack Investment Partners
Pennsylvania
$221K – – –
VDC
1472
Van Diest Capital
Iowa
$221K -$70.6K -326 -24%
CWG
1473
Cornerstone Wealth Group
North Carolina
$219K +$216K +997 New
TCM
1474
Triumph Capital Management
Colorado
$219K -$205K -946 -48%
NG
1475
Novem Group
New York
$219K +$4.11K +19 +2%
57 58
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60 61