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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
301
Nottingham Advisors
New York
$3.73M -$264K -1,750 -7%
IP
302
Investment Partners
Ohio
$3.72M -$3.33K -22 -0.1%
PB
303
Pinnacle Bancorp
Nebraska
$3.7M -$90.2K -597 -2%
LB
304
Leo Brokerage
Texas
$3.67M +$3.65M +24,180 New
EWM
305
Evercore Wealth Management
New York
$3.65M +$119K +789 +3%
TRIA
306
Trail Ridge Investment Advisors
Colorado
$3.62M -$241K -1,598 -6%
EE
307
EWG Elevate
California
$3.53M +$2.23M +14,772 +174%
FHA
308
First Horizon Advisors
Tennessee
$3.51M -$171K -1,134 -5%
TFG
309
Tilson Financial Group
New Jersey
$3.51M -$69.2K -458 -2%
HI
310
Harbour Investments
Wisconsin
$3.5M +$52.1K +345 +2%
RB
311
Renasant Bank
Mississippi
$3.49M -$491K -3,252 -12%
GLLW
312
Graves Light Lenhart Wealth
Virginia
$3.46M -$2.09M -13,802 -38%
WFAG
313
Wescott Financial Advisory Group
Pennsylvania
$3.44M +$77.7K +514 +2%
QPWM
314
Quadrant Private Wealth Management
Pennsylvania
$3.42M -$3.78K -25 -0.1%
AFS
315
AFG Fiduciary Services
Massachusetts
$3.4M +$26.6K +176 +0.8%
DWT
316
Dorsey & Whitney Trust
South Dakota
$3.39M -$48.7K -322 -1%
FCFC
317
First Commonwealth Financial Corp
Pennsylvania
$3.36M +$2.08M +13,755 +164%
AL
318
ACAS LLC
California
$3.35M -$140K -927 -4%
SIAS
319
Summit Investment Advisory Services
Minnesota
$3.34M +$4.53K +30 +0.1%
JHCP
320
Jackson Hole Capital Partners
Oklahoma
$3.31M -$398K -2,636 -11%
AWM
321
Apollon Wealth Management
South Carolina
$3.31M -$20.9K -138 -0.6%
WCF
322
West Coast Financial
California
$3.29M -$132K -875 -4%
DIM
323
Delta Investment Management
California
$3.29M -$11M -72,664 -77%
CAL
324
Capital Advisors Ltd
Ohio
$3.28M +$186K +1,230 +6%
CWA
325
Clarus Wealth Advisors
Arizona
$3.24M -$35.8K -237 -1%
11 12
13
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