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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
201
First National Bank & Trust Co of Newtown
Pennsylvania
$602K +$56.5K +640 +10%
CWM
202
Concert Wealth Management
California
$600K -$19.4K -220 -3%
TIA
203
Tiemann Investment Advisors
California
$592K +$81K +917 +16%
CDIA
204
Capital Directions Investment Advisors
Georgia
$590K – – –
BJL
205
Brighton Jones LLC
Washington
$583K +$2.92K +33 +0.5%
PFS
206
Prospera Financial Services
Texas
$582K +$65.1K +737 +13%
RJT
207
Raymond James Trust
Florida
$577K – – –
PA
208
Parkside Advisors
California
$576K -$1.77K -20 -0.3%
GG
209
Gofen & Glossberg
Illinois
$544K -$24.7K -280 -4%
AF
210
Allworth Financial
California
$538K – – –
AW
211
ACG Wealth
Georgia
$534K +$2.56K +29 +0.5%
WG
212
Welch Group
Alabama
$530K +$519K +5,872 New
SWA
213
SFMG Wealth Advisors
Texas
$526K – – –
HI
214
Horizon Investments
North Carolina
$525K +$3.8K +43 +0.7%
BDF
215
Balasa Dinverno & Foltz
$522K -$6.98K -79 -1%
NDSI
216
Newman Dignan & Sheerar Inc
Rhode Island
$506K -$35K -396 -7%
CIM
217
Confluence Investment Management
Missouri
$505K +$43.1K +488 +10%
BPC
218
Banque Pictet & Cie
Switzerland
$497K – – –
NEPWA
219
New England Private Wealth Advisors
Massachusetts
$495K -$48.2K -546 -9%
DADC
220
D.A. Davidson & Co
Montana
$495K -$1.41K -16 -0.3%
BIM
221
BlackRock Investment Management
Delaware
$481K – – –
CL
222
Choreo LLC
Illinois
$481K +$88 +1 +0%
BOTW
223
Bank of the West
California
$469K -$50.3K -570 -10%
YP
224
Yellowstone Partners
Idaho
$466K -$25.2K -285 -5%
AC
225
Alexandria Capital
Virginia
$465K -$16.9K -191 -4%
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9
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