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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
201
Capital Directions Investment Advisors
Georgia
$607K – – –
WSTAM
202
Wilbanks Smith & Thomas Asset Management
Virginia
$597K -$15.5K -170 -2%
PFS
203
Prospera Financial Services
Texas
$571K -$9.18K -101 -2%
PA
204
Parkside Advisors
California
$556K -$18.6K -205 -3%
GG
205
Gofen & Glossberg
Illinois
$537K -$5.45K -60 -1%
AW
206
ACG Wealth
Georgia
$535K +$3K +33 +0.6%
LYV
207
Live Your Vision
Pennsylvania
$533K +$560K +6,165 New
WG
208
Welch Group
Alabama
$529K +$273 +3 +0.1%
SWA
209
SFMG Wealth Advisors
Texas
$524K – – –
BIM
210
BlackRock Investment Management
Delaware
$501K +$21.5K +236 +4%
NEPWA
211
New England Private Wealth Advisors
Massachusetts
$497K +$2.27K +25 +0.5%
BPC
212
Banque Pictet & Cie
Switzerland
$495K – – –
DADC
213
D.A. Davidson & Co
Montana
$492K -$2.45K -27 -0.5%
NDSI
214
Newman Dignan & Sheerar Inc
Rhode Island
$491K -$13.6K -150 -3%
BJL
215
Brighton Jones LLC
Washington
$486K -$96.2K -1,058 -16%
BDF
216
Balasa Dinverno & Foltz
$466K -$55.2K -607 -10%
BOTW
217
Bank of the West
California
$457K -$10.9K -120 -2%
BSW
218
Buckingham Strategic Wealth
Missouri
$455K -$7.91K -87 -2%
FA
219
FCG Advisors
New Jersey
$454K -$91.4K -1,006 -15%
CIA
220
Covington Investment Advisors
Pennsylvania
$451K – – –
GC
221
Guggenheim Capital
Illinois
$446K -$391K -4,302 -47%
JIR
222
James Investment Research
Ohio
$443K – – –
CCB
223
Cutter & Co Brokerage
Missouri
$440K +$72.7K +800 +20%
CL
224
Choreo LLC
Illinois
$439K -$41.3K -454 -9%
RCA
225
Rex Capital Advisors
Rhode Island
$437K – – –
7 8
9
10 11