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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
451
Scotia Capital
Ontario, Canada
$367K +$4.71K +41 +1%
CCT
452
Country Club Trust
Missouri
$367K +$9.07K +79 +3%
PA
453
Parkside Advisors
California
$364K -$20.9K -182 -6%
SWM
454
SeaCrest Wealth Management
New York
$359K +$56.5K +492 +19%
MIFH
455
Migdal Insurance & Financial Holdings
Israel
$353K -$252K -2,196 -42%
TI
456
Truepoint Inc
Ohio
$353K – – –
SB
457
Simmons Bank
Arkansas
$347K +$58.1K +506 +20%
NAM
458
NTV Asset Management
West Virginia
$338K – – –
JGIA
459
Jackson Grant Investment Advisers
Connecticut
$337K +$2.18K +19 +0.7%
ACI
460
Alpha Cubed Investments
California
$334K +$79.8K +695 +30%
HPWM
461
Highland Private Wealth Management
Washington
$333K – – –
RWA
462
Ropes Wealth Advisors
Massachusetts
$331K +$209K +1,823 +176%
WF
463
Welch & Forbes
Massachusetts
$326K – – –
FHA
464
First Horizon Advisors
Tennessee
$325K -$42.7K -372 -12%
NL
465
NWAM LLC
Washington
$325K +$12.7K +111 +4%
SWM
466
Stockman Wealth Management
Montana
$324K – – –
CTC
467
Central Trust Company
Missouri
$321K – – –
PWA
468
Peterson Wealth Advisors
Utah
$320K -$31.7K -276 -9%
DWM
469
Dakota Wealth Management
Florida
$319K +$316K +2,753 New
LWM
470
Lenox Wealth Management
Ohio
$316K -$3.67K -32 -1%
LWA
471
Lenox Wealth Advisors
New York
$314K – – –
CPSAC
472
Chas P. Smith & Associates (CPS)
Florida
$313K – – –
FWP
473
FAS Wealth Partners
Kansas
$313K +$40.5K +353 +15%
QCG
474
Quadrant Capital Group
Ohio
$308K – – –
SYBT
475
Stock Yards Bank & Trust
Kentucky
$307K – – –
17 18
19
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