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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
326
NewEdge Advisors
Louisiana
$597K +$593K +5,690 New
RMCM
327
Reynders McVeigh Capital Management
Massachusetts
$587K -$52.1K -500 -8%
PFGIA
328
Patriot Financial Group Insurance Agency
Massachusetts
$586K -$58K -557 -9%
OIA
329
OneDigital Investment Advisors
Kansas
$580K +$576K +5,525 New
ABC
330
Associated Banc-Corp
Wisconsin
$577K – – –
BDF
331
Balasa Dinverno & Foltz
$577K – – –
BPC
332
Banque Pictet & Cie
Switzerland
$577K – – –
PNAA
333
Pictet North America Advisors
Switzerland
$577K – – –
WIC
334
Whitegate Investment Counselors
New Hampshire
$576K +$17.4K +167 +3%
IIC
335
Integrated Investment Consultants
Michigan
$574K -$938 -9 -0.2%
JA
336
JOYN Advisors
Georgia
$572K -$147K -1,410 -21%
DADC
337
D.A. Davidson & Co
Montana
$572K -$43.1K -414 -7%
BFO
338
Boston Family Office
Massachusetts
$570K +$566K +5,435 New
CA
339
Commerzbank Aktiengesellschaft
Germany
$568K +$104K +1,000 +23%
EWA
340
EP Wealth Advisors
California
$567K +$15.1K +145 +3%
TFO
341
Tarbox Family Office
California
$561K – – –
WTB
342
Washington Trust Bank
Washington
$559K -$149K -1,426 -21%
RSA
343
Robertson Stephens Advisors
California
$546K -$220K -2,109 -29%
FMWA
344
Forvis Mazars Wealth Advisors
Missouri
$546K -$164K -1,570 -23%
MWM
345
Mission Wealth Management
California
$542K – – –
CCP
346
Corient Capital Partners
California
$526K – – –
RPG
347
Risk Paradigm Group
Texas
$525K – – –
CLOS
348
Compagnie Lombard Odier SCmA
Switzerland
$525K -$761K -7,300 -59%
CFA
349
Camarda Financial Advisors
Florida
$518K -$472K -4,535 -48%
JIR
350
James Investment Research
Ohio
$516K – – –
12 13
14
15 16