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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCA
376
Zeke Capital Advisors
Pennsylvania
$450K – – –
CPO
377
Cerity Partners OCIO
New York
$447K -$5.29K -50 -1%
SWA
378
SFMG Wealth Advisors
Texas
$444K – – –
UAS
379
United Asset Strategies
New York
$442K +$434K +4,095 New
BSB
380
Bangor Savings Bank
Maine
$440K -$8.47K -80 -2%
TWM
381
Torch Wealth Management
Ohio
$432K +$424K +4,005 New
FC
382
Ferris Capital
Massachusetts
$431K – – –
FPFS
383
First Personal Financial Services
North Carolina
$429K -$450K -4,253 -52%
PA
384
Parkside Advisors
California
$423K – – –
RC
385
RegentAtlantic Capital
New Jersey
$410K +$142K +1,338 +54%
WA
386
Waverly Advisors
Alabama
$409K – – –
RVPG
387
Relative Value Partners Group
$409K +$18.7K +177 +5%
MPM
388
Meritage Portfolio Management
Kansas
$405K – – –
RSA
389
Robertson Stephens Advisors
California
$398K -$160K -1,508 -29%
CNBT
390
Canandaigua National Bank & Trust
New York
$394K -$1.48K -14 -0.4%
EAM
391
Evanson Asset Management
California
$386K +$378K +3,574 New
WEC
392
Winslow Evans & Crocker
Massachusetts
$385K -$55.5K -524 -13%
BA
393
Birinyi Associates
Connecticut
$383K -$63.5K -600 -14%
CCM
394
Condor Capital Management
New Jersey
$380K +$1.27K +12 +0.3%
CAL
395
Capital Advisors Ltd
Ohio
$375K +$11.1K +105 +3%
HI
396
Horizon Investments
North Carolina
$371K – – –
MCM
397
Manchester Capital Management
Vermont
$371K – – –
SCM
398
SOL Capital Management
Maryland
$369K +$50.3K +475 +16%
TTWM
399
TCV Trust & Wealth Management
Virginia
$362K – – –
LSA
400
L & S Advisors
California
$359K +$353K +3,330 New
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16
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