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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
376
Endurance Wealth Management
Rhode Island
$837K +$393K +3,430 +91%
GT
377
Glenmede Trust
Pennsylvania
$831K +$33.9K +296 +4%
PA
378
Pinnacle Associates
New York
$824K -$48.9K -427 -6%
WLIM
379
White Lighthouse Investment Management
Massachusetts
$822K – – –
SC
380
Stratford Consulting
Texas
$814K +$229 +2 +0%
WI
381
Wintrust Investments
Illinois
$789K -$264K -2,304 -25%
DAS
382
Dynamic Advisor Solutions
Arizona
$775K +$198K +1,731 +35%
TIM
383
Thompson Investment Management
Wisconsin
$774K +$30K +262 +4%
FCI
384
Financial Counselors Inc
Kansas
$774K +$133K +1,163 +21%
IIC
385
Integrated Investment Consultants
Michigan
$746K +$1.38K +12 +0.2%
CA
386
Crewe Advisors
Utah
$741K – – –
GG
387
Gofen & Glossberg
Illinois
$735K – – –
FMTC
388
Farmers & Merchants Trust Company
California
$733K – – –
NFG
389
Nations Financial Group
Iowa
$730K -$128K -1,121 -15%
SBH
390
Segall Bryant & Hamill
Illinois
$729K +$169K +1,475 +31%
LWAC
391
Laurel Wealth Advisors (California)
California
$726K +$41.4K +361 +6%
CAM
392
Cresset Asset Management
Illinois
$726K +$635K +5,543 +813%
TFA
393
TPG Financial Advisors
Oregon
$722K -$128K -1,119 -16%
LFG
394
Larson Financial Group
Missouri
$712K -$3.78K -33 -0.5%
WIC
395
Whitegate Investment Counselors
New Hampshire
$704K +$51.4K +449 +8%
CDIA
396
Capital Directions Investment Advisors
Georgia
$703K – – –
CWM
397
Confluence Wealth Management
Oregon
$693K – – –
TIA
398
Tiemann Investment Advisors
California
$688K -$6.3K -55 -0.9%
CPIG
399
Chicago Partners Investment Group
Illinois
$688K +$344 +3 +0.1%
NEPWA
400
New England Private Wealth Advisors
Massachusetts
$683K +$3.32K +29 +0.5%
14 15
16
17 18