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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
426
Summit Asset Management
Tennessee
$632K -$12K -113 -2%
APW
427
Aurora Private Wealth
New Jersey
$626K -$592K -5,584 -49%
CB
428
Community Bank
New York
$626K +$41K +386 +7%
TIM
429
Thompson Investment Management
Wisconsin
$620K +$2.76K +26 +0.5%
IAIM
430
International Assets Investment Management
Florida
$618K – – –
FMBTD
431
First Midwest Bank Trust Division
Illinois
$610K -$8.42M -79,382 -93%
CAC
432
Certified Advisory Corp
Florida
$606K -$15.9K -150 -3%
FCI
433
Financial Counselors Inc
Kansas
$602K +$5.3K +50 +0.9%
SIA
434
Soltis Investment Advisors
Utah
$602K +$230K +2,172 +64%
AWM
435
Aevitas Wealth Management
Massachusetts
$602K +$235K +2,219 +66%
FNBTCON
436
First National Bank & Trust Co of Newtown
Pennsylvania
$600K – – –
BWM
437
BigSur Wealth Management
Florida
$595K – – –
CWM
438
Confluence Wealth Management
Oregon
$592K -$17.7K -167 -3%
CPA
439
Capital Planning Advisors
California
$592K – – –
WLIM
440
White Lighthouse Investment Management
Massachusetts
$590K +$9.55K +90 +2%
NAM
441
NorthCoast Asset Management
Connecticut
$590K +$578K +5,450 New
TTWM
442
TCV Trust & Wealth Management
Virginia
$582K -$51.7K -487 -8%
MFG
443
Magnus Financial Group
New York
$582K -$13.2K -124 -2%
MWM
444
Mission Wealth Management
California
$577K +$54.3K +512 +11%
LWANC
445
Laurel Wealth Advisors (North Carolina)
North Carolina
$575K -$31.4K -296 -5%
PAMG
446
Patton Albertson Miller Group
Tennessee
$573K -$12.4K -117 -2%
KP
447
Keel Point
Alabama
$572K -$450K -4,241 -45%
BS
448
Boenning & Scattergood
Pennsylvania
$565K +$5.62K +53 +1%
COF
449
Capital One Financial
Virginia
$564K +$222K +2,090 +67%
WT
450
Whittier Trust
California
$549K -$11K -104 -2%
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