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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
151
Bartlett & Co Wealth Management
Ohio
$5.55M +$480K +4,522 +10%
BC
152
Bartlett & Co
Ohio
$5.54M +$480K +4,522 +10%
EWA
153
Evolution Wealth Advisors
Florida
$5.53M +$813K +7,666 +18%
BPA
154
Beacon Pointe Advisors
California
$5.52M +$2.2M +20,696 +68%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.49M +$80.3K +757 +2%
CWM
156
Calamos Wealth Management
Illinois
$5.48M -$1.09M -10,237 -17%
SHIM
157
Stone House Investment Management
Pennsylvania
$5.46M +$1.6M +15,067 +43%
RWM
158
RKL Wealth Management
Pennsylvania
$5.43M +$43.9K +414 +0.8%
CWM
159
Cranbrook Wealth Management
Michigan
$5.08M -$102K -957 -2%
AIA
160
Arcadia Investment Advisors
Idaho
$5.05M +$463K +4,363 +10%
AAS
161
Avantax Advisory Services
Texas
$5.02M +$655K +6,173 +15%
EWA
162
EP Wealth Advisors
California
$5.01M -$624K -5,882 -11%
PAIM
163
Punch & Associates Investment Management
Minnesota
$4.99M -$4.99K -47 -0.1%
LWA
164
LWS Wealth Advisors
New Jersey
$4.92M -$991K -9,342 -17%
CAN
165
Cetera Advisor Networks
California
$4.9M +$13.5K +127 +0.3%
AF
166
Advisornet Financial
Minnesota
$4.87M -$1.17M -10,988 -20%
OAM
167
Occidental Asset Management
California
$4.86M -$270K -2,541 -5%
NFG
168
Next Financial Group
Texas
$4.85M +$40.5K +382 +0.9%
PRWA
169
Platte River Wealth Advisors
Colorado
$4.77M +$4.61M +43,490 New
SIAM
170
Sterling Investment Advisors (Missouri)
Missouri
$4.75M +$266K +2,506 +6%
FMW
171
Farr Miller & Washington
District of Columbia
$4.75M -$518K -4,882 -10%
BSW
172
Buckingham Strategic Wealth
Missouri
$4.68M -$48.6K -458 -1%
CAG
173
Csenge Advisory Group
Florida
$4.66M +$4.57M +43,070 New
TSS
174
Two Sigma Securities
New York
$4.63M +$2.97M +28,029 +190%
BWA
175
BDO Wealth Advisors
Florida
$4.61M +$1.61M +15,215 +55%
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