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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
401
AtlasMark Financial
Texas
$1.49M +$5.45K +37 +0.4%
BAM
402
Baldrige Asset Management
Pennsylvania
$1.48M +$7.95K +54 +0.5%
TFF
403
The Family Firm
Maryland
$1.47M +$12.4K +84 +0.8%
BP
404
Ballentine Partners
Massachusetts
$1.47M – – –
AWM
405
Apollon Wealth Management
South Carolina
$1.45M -$78.5K -533 -5%
PIMG
406
Patriot Investment Management Group
Tennessee
$1.44M – – –
ANTB
407
AMG National Trust Bank
Colorado
$1.41M -$8.1K -55 -0.6%
EWM
408
Endurance Wealth Management
Rhode Island
$1.4M -$30.9K -210 -2%
BWP
409
Bernardo Wealth Planning
Pennsylvania
$1.4M – – –
NL
410
Navalign LLC
California
$1.38M -$317K -2,150 -19%
SC
411
Scotia Capital
Ontario, Canada
$1.37M +$38K +258 +3%
SSWM
412
Smith Salley Wealth Management
North Carolina
$1.37M +$76.3K +518 +6%
MAFM
413
Mid Atlantic Financial Management
Pennsylvania
$1.37M +$103K +701 +8%
PBO
414
Peoples Bank (Ohio)
Ohio
$1.37M +$18.4K +125 +1%
LBC
415
Lowe Brockenbrough & Co
Virginia
$1.37M -$30.5K -207 -2%
JAG
416
Journey Advisory Group
Kentucky
$1.36M -$63K -428 -4%
IWS
417
Insight Wealth Strategies
California
$1.36M +$1.13M +7,699 +498%
VFA
418
Valeo Financial Advisors
Indiana
$1.35M – – –
YWP
419
YorkBridge Wealth Partners
New York
$1.35M – – –
MSA
420
Marino Stram & Associates
Massachusetts
$1.35M +$465K +3,158 +53%
APA
421
American Portfolios Advisors
New York
$1.34M +$12.7K +86 +1%
IWM
422
IHT Wealth Management
Illinois
$1.34M +$2.5K +17 +0.2%
CS
423
Credit Suisse
Switzerland
$1.33M +$1.33M +9,000 New
MA
424
MBA Advisors
Pennsylvania
$1.32M +$21.1K +143 +2%
GRP
425
Global Retirement Partners
California
$1.32M +$428K +2,908 +48%
15 16
17
18 19