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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
251
Lincoln National Corp
Pennsylvania
$632K -$91.3K -1,070 -13%
TIA
252
Tiemann Investment Advisors
California
$629K -$85 -1 -0%
TH
253
Timber Hill
Connecticut
$627K -$482K -5,652 -45%
NCM
254
Narwhal Capital Management
Georgia
$616K +$585K +6,850 New
BRWA
255
B. Riley Wealth Advisors
Florida
$615K +$39.3K +461 +7%
PA
256
Pinnacle Associates
New York
$597K -$4.27K -50 -0.7%
DE
257
Day & Ennis
Georgia
$593K +$121K +1,418 +27%
CL
258
Choreo LLC
Illinois
$589K +$40.3K +472 +8%
CDIA
259
Capital Directions Investment Advisors
Georgia
$587K – – –
PPA
260
Parametric Portfolio Associates
Washington
$585K -$135K -1,577 -20%
RMCM
261
Reynders McVeigh Capital Management
Massachusetts
$575K – – –
IIC
262
Integrated Investment Consultants
Michigan
$572K – – –
LYV
263
Live Your Vision
Pennsylvania
$554K – – –
BUB
264
BBVA USA Bancshares
Texas
$552K +$2.3K +27 +0.4%
OWD
265
Osborn Williams & Donohoe
Ohio
$551K – – –
MPM
266
Meritage Portfolio Management
Kansas
$547K -$274K -3,210 -35%
VKH
267
Virtu KCG Holdings
New York
$547K +$519K +6,084 New
NAM
268
NTV Asset Management
West Virginia
$540K – – –
GG
269
Gofen & Glossberg
Illinois
$536K – – –
PBO
270
Peoples Bank (Ohio)
Ohio
$533K -$188K -2,204 -27%
FNBTCON
271
First National Bank & Trust Co of Newtown
Pennsylvania
$522K – – –
DAS
272
Dynamic Advisor Solutions
Arizona
$518K -$1.71K -20 -0.3%
RIA
273
Regal Investment Advisors
Michigan
$516K +$53.1K +622 +12%
CB
274
Community Bank
New York
$516K +$453K +5,310 +1,244%
NEPWA
275
New England Private Wealth Advisors
Massachusetts
$511K +$21.6K +253 +5%
9 10
11
12 13