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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
326
Flagship Harbor Advisors
Massachusetts
$851K +$107K +966 +15%
EWM
327
Evercore Wealth Management
New York
$848K – – –
IWP
328
Icon Wealth Partners
Texas
$845K +$819K +7,396 New
CIAS
329
Capital Investment Advisory Services
North Carolina
$834K +$9.86K +89 +1%
FNBTCON
330
First National Bank & Trust Co of Newtown
Pennsylvania
$833K +$343K +3,100 +74%
WLIM
331
White Lighthouse Investment Management
Massachusetts
$825K +$800K +7,220 New
MC
332
Mathes Company
New York
$811K – – –
CDIA
333
Capital Directions Investment Advisors
Georgia
$806K +$554 +5 +0.1%
CA
334
Crewe Advisors
Utah
$804K +$780K +7,036 New
HJMC
335
Hellman Jordan Management Company
Massachusetts
$788K -$1.4M -12,606 -65%
GPW
336
GFS Private Wealth
Florida
$777K +$753K +6,800 New
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$775K +$23.6K +213 +3%
NFG
338
Nations Financial Group
Iowa
$771K -$18.6K -168 -2%
TIA
339
Tiemann Investment Advisors
California
$736K -$4.43K -40 -0.6%
LYV
340
Live Your Vision
Pennsylvania
$732K – – –
SC
341
Scotia Capital
Ontario, Canada
$731K +$77.6K +700 +12%
GT
342
Glenmede Trust
Pennsylvania
$730K +$37.3K +337 +6%
PP
343
PagnatoKarp Partners
Virginia
$727K +$332 +3 +0%
CWM
344
Cornerstone Wealth Management
Missouri
$724K -$958K -8,651 -58%
EWM
345
Empirical Wealth Management
Washington
$705K – – –
SAM
346
Summit Asset Management
Tennessee
$704K – – –
AFNAS
347
American Financial Network Advisory Services
California
$703K -$365K -3,290 -35%
GG
348
Gofen & Glossberg
Illinois
$702K +$2.77K +25 +0.4%
HSA
349
HBK Sorce Advisory
Pennsylvania
$699K +$69.6K +628 +11%
VWM
350
Venturi Wealth Management
Texas
$695K -$33.7K -304 -5%
12 13
14
15 16