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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
301
Lincoln National Corp
Pennsylvania
$1.5M -$462K -4,075 -23%
BMCM
302
Bryn Mawr Capital Management
Pennsylvania
$1.5M -$146K -1,285 -9%
TWP
303
Total Wealth Planning
Ohio
$1.5M -$5.78K -51 -0.4%
MFW
304
Meristem Family Wealth
Minnesota
$1.48M – – –
ABC
305
Associated Banc-Corp
Wisconsin
$1.47M +$69.2K +611 +5%
WP
306
WealthSource Partners
California
$1.45M +$157K +1,382 +12%
APP
307
Avantax Planning Partners
Iowa
$1.44M -$10.8K -95 -0.7%
PA
308
PSI Advisors
Florida
$1.42M -$153K -1,348 -10%
MFT
309
Moisand Fitzgerald Tamayo
Florida
$1.41M -$6.69K -59 -0.5%
BF
310
Blankinship & Foster
California
$1.37M -$83K -732 -6%
TI
311
Trexquant Investment
Connecticut
$1.36M +$1.37M +12,115 New
RIS
312
Retirement Income Solutions
Michigan
$1.36M – – –
CAM
313
Cresset Asset Management
Illinois
$1.36M +$594K +5,245 +77%
LBC
314
Lowe Brockenbrough & Co
Virginia
$1.35M – – –
WFA
315
Wellspring Financial Advisors
Ohio
$1.35M +$3.85K +34 +0.3%
OC
316
Oppenheimer & Co
New York
$1.34M -$258K -2,274 -16%
MWM
317
Mattern Wealth Management
Kansas
$1.33M -$127K -1,120 -9%
AWP
318
Ascent Wealth Partners
New York
$1.33M -$50.9K -449 -4%
EWM
319
Endurance Wealth Management
Rhode Island
$1.3M -$40.2K -355 -3%
CFGS
320
Concourse Financial Group Securities
Alabama
$1.29M +$68K +600 +6%
SW
321
SVB Wealth
Massachusetts
$1.29M +$61K +538 +5%
BWP
322
Bernardo Wealth Planning
Pennsylvania
$1.28M +$1.47K +13 +0.1%
GPWA
323
Great Point Wealth Advisors
Massachusetts
$1.28M – – –
PPA
324
Parametric Portfolio Associates
Washington
$1.27M -$383K -3,377 -23%
BA
325
Bristlecone Advisors
Washington
$1.26M -$73.3K -647 -5%
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