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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
276
Millie Capital Management
California
$594K – – –
BUB
277
BBVA USA Bancshares
Texas
$590K +$4.09K +43 +0.7%
LYV
278
Live Your Vision
Pennsylvania
$585K – – –
GG
279
Gofen & Glossberg
Illinois
$582K – – –
OWD
280
Osborn Williams & Donohoe
Ohio
$581K – – –
NAM
281
NTV Asset Management
West Virginia
$570K – – –
BCI
282
Brinker Capital Investments
Pennsylvania
$565K +$44K +462 +8%
SFA
283
Sequoia Financial Advisors
Ohio
$554K -$415K -4,357 -43%
NEPWA
284
New England Private Wealth Advisors
Massachusetts
$541K +$952 +10 +0.2%
SWP
285
Stratos Wealth Partners
Ohio
$535K +$68.8K +723 +15%
EAMA
286
EFG Asset Management (Americas)
Florida
$535K +$98.6K +1,036 +23%
NDSI
287
Newman Dignan & Sheerar Inc
Rhode Island
$532K -$4.76K -50 -0.9%
BPC
288
Banque Pictet & Cie
Switzerland
$522K – – –
PNAA
289
Pictet North America Advisors
Switzerland
$522K – – –
BDF
290
Balasa Dinverno & Foltz
$522K +$29.9K +314 +6%
DADC
291
D.A. Davidson & Co
Montana
$520K +$571 +6 +0.1%
SAM
292
Summit Asset Management
Tennessee
$519K – – –
IIC
293
Integrated Investment Consultants
Michigan
$512K +$44.4K +467 +9%
CB
294
Community Bank
New York
$510K +$1.43K +15 +0.3%
TFO
295
Tarbox Family Office
California
$507K – – –
CB
296
Commerce Bank
Missouri
$504K +$236K +2,481 +88%
FNBTCON
297
First National Bank & Trust Co of Newtown
Pennsylvania
$501K -$75.2K -790 -13%
QCG
298
Quadrant Capital Group
Ohio
$496K – – –
CCP
299
Corient Capital Partners
California
$476K +$477K +5,014 New
RIA
300
Regal Investment Advisors
Michigan
$474K -$72.1K -758 -13%
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12
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