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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
326
Integrated Wealth Concepts
Massachusetts
$1.2M +$177K +1,673 +18%
SAM
327
Shone Asset Management
California
$1.19M -$91K -858 -8%
RBC
328
Roble Belko & Company
Pennsylvania
$1.18M – – –
KBFS
329
Kohmann Bosshard Financial Services
Ohio
$1.18M +$28.2K +266 +2%
TFA
330
Tobias Financial Advisors
Florida
$1.18M -$71.5K -674 -6%
SW
331
SVB Wealth
Massachusetts
$1.18M +$1.12M +10,564 +3,172%
CFGS
332
Concourse Financial Group Securities
Alabama
$1.18M +$161K +1,513 +16%
IWAG
333
Integer Wealth Advisors Group
Georgia
$1.17M – – –
EIA
334
Eldridge Investment Advisors
New Hampshire
$1.16M -$107K -1,011 -9%
PIMG
335
Patriot Investment Management Group
Tennessee
$1.13M – – –
HW
336
Hancock Whitney
Mississippi
$1.13M -$9.02K -85 -0.8%
AFAS
337
Acorn Financial Advisory Services
Virginia
$1.1M +$76.1K +717 +8%
GVAG
338
Great Valley Advisor Group
Delaware
$1.1M +$4.56K +43 +0.4%
BAM
339
Baldrige Asset Management
Pennsylvania
$1.1M +$24.1K +227 +2%
ANTB
340
AMG National Trust Bank
Colorado
$1.09M +$1.07M +10,102 New
I
341
IberiaBank
Louisiana
$1.09M -$380K -3,586 -26%
FAT
342
First American Trust
California
$1.09M +$667K +6,283 +165%
BP
343
Ballentine Partners
Massachusetts
$1.08M -$28K -264 -3%
NA
344
NewEdge Advisors
Louisiana
$1.06M -$204K -1,924 -16%
TFF
345
The Family Firm
Maryland
$1.06M +$12.6K +119 +1%
PA
346
PFG Advisors
Arizona
$1.05M -$17.7K -167 -2%
BCWM
347
Blue Chip Wealth Management
Florida
$1.03M -$13.4K -126 -1%
DCM
348
Dimension Capital Management
Florida
$1.03M – – –
ECM
349
ETrade Capital Management
Virginia
$1.03M +$12K +113 +1%
AF
350
AtlasMark Financial
Texas
$1.02M +$119K +1,120 +13%
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