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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
451
Mission Wealth Management
California
$505K – – –
FCBT
452
First Citizens Bank & Trust
North Carolina
$503K -$5.73K -50 -1%
AC
453
Alexandria Capital
Virginia
$501K +$1.49K +13 +0.3%
SBWM
454
Sunflower Bank Wealth Management
Arizona
$500K – – –
ACM
455
Armbruster Capital Management
New York
$498K -$20K -175 -4%
TWM
456
Torch Wealth Management
Ohio
$493K – – –
MBT
457
Montecito Bank & Trust
California
$489K – – –
LW
458
Linscomb Wealth
Texas
$486K -$6.07K -53 -1%
CPO
459
Cerity Partners OCIO
New York
$484K – – –
SFPM
460
Sensible Financial Planning & Management
Massachusetts
$483K +$73.4K +641 +18%
FC
461
Ferris Capital
Massachusetts
$482K – – –
EWA
462
Exencial Wealth Advisors
Oklahoma
$478K -$687 -6 -0.1%
CCM
463
Condor Capital Management
New Jersey
$475K -$21.2K -185 -4%
CA
464
Commerzbank Aktiengesellschaft
Germany
$474K – – –
EAM
465
Evanson Asset Management
California
$473K +$98.3K +858 +27%
MWPCG
466
Measured Wealth Private Client Group
New Hampshire
$471K -$64.5K -563 -12%
CCM
467
Coldstream Capital Management
Washington
$458K – – –
ZF
468
Zhang Financial
Michigan
$458K – – –
DC
469
Davenport & Co
Virginia
$457K -$8.48K -74 -2%
OFG
470
Oxford Financial Group
Indiana
$455K -$25K -218 -5%
IFA
471
Interactive Financial Advisors
Illinois
$453K -$15.1K -132 -3%
ACI
472
Alpha Cubed Investments
California
$451K -$45.1K -394 -9%
CWS
473
Cypress Wealth Services
California
$444K +$37.7K +329 +9%
SSW
474
Smith Shellnut Wilson
Mississippi
$443K +$13.4K +117 +3%
TIM
475
Total Investment Management
Arizona
$439K +$6.42K +56 +1%
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