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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
426
Outlook Wealth Advisors
Texas
$1.19M -$2.42K -18 -0.2%
BFPW
427
BOK Financial Private Wealth
Colorado
$1.17M -$32.7K -243 -3%
SFA
428
Sequoia Financial Advisors
Ohio
$1.17M +$2.83K +21 +0.3%
5L
429
55I LLC
Massachusetts
$1.17M +$236K +1,754 +27%
PA
430
Pinnacle Associates
New York
$1.16M +$180K +1,340 +20%
WFA
431
Wellspring Financial Advisors
Ohio
$1.15M -$6.73K -50 -0.4%
AI
432
Atria Investments
North Carolina
$1.15M -$2.42M -17,965 -69%
CPIG
433
Chicago Partners Investment Group
Illinois
$1.14M +$6.33K +47 +0.6%
ACM
434
Azimuth Capital Management
Michigan
$1.14M +$18.2K +135 +2%
RJT
435
Raymond James Trust
Florida
$1.13M -$127K -942 -11%
PCS
436
Personal CFO Solutions
New Jersey
$1.13M -$106K -787 -9%
WPWM
437
Windward Private Wealth Management
Kansas
$1.13M – – –
DPI
438
Diversified Portfolios Inc
Michigan
$1.12M – – –
TGAM
439
TBH Global Asset Management
Tennessee
$1.09M -$750K -5,570 -42%
MLICM
440
Metropolitan Life Insurance Company (MetLife)
New York
$1.09M +$269K +2,000 +35%
CPSC
441
Carl P. Sherr & Co
Massachusetts
$1.09M -$8.35K -62 -0.8%
BCA
442
Bay Colony Advisors
Massachusetts
$1.09M +$70K +520 +7%
AIM
443
Alhambra Investment Management
Florida
$1.08M +$145K +1,077 +16%
BJL
444
Brighton Jones LLC
Washington
$1.07M +$36.5K +271 +4%
EK
445
Evensky & Katz
Florida
$1.07M -$19.8K -147 -2%
OPS
446
Orion Portfolio Solutions
Nebraska
$1.06M +$2.42K +18 +0.2%
CL
447
Choreo LLC
Illinois
$1.06M -$43.9K -326 -4%
LF
448
Lee Financial
Texas
$1.06M +$95.6K +710 +10%
CC
449
Cadinha & Co
Hawaii
$1.05M -$11.7K -87 -1%
FCFC
450
First Commonwealth Financial Corp
Pennsylvania
$1.05M +$192K +1,425 +24%
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