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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DSA
451
Davis Selected Advisers
Arizona
$511K +$503K +4,288 New
ACM
452
Armbruster Capital Management
New York
$509K – – –
FNBOSM
453
First National Bank of South Miami
Florida
$508K – – –
NDSI
454
Newman Dignan & Sheerar Inc
Rhode Island
$507K -$37.8K -322 -7%
CCM
455
Condor Capital Management
New Jersey
$502K +$16.3K +139 +3%
MWM
456
Mission Wealth Management
California
$500K -$16.1K -137 -3%
MBT
457
Montecito Bank & Trust
California
$500K – – –
LW
458
Linscomb Wealth
Texas
$497K – – –
CPO
459
Cerity Partners OCIO
New York
$495K – – –
EAM
460
Evanson Asset Management
California
$495K +$10.6K +90 +2%
FC
461
Ferris Capital
Massachusetts
$493K – – –
SFPM
462
Sensible Financial Planning & Management
Massachusetts
$493K – – –
CFD
463
Creative Financial Designs
Indiana
$486K -$20.3K -173 -4%
CA
464
Commerzbank Aktiengesellschaft
Germany
$484K – – –
TIM
465
Total Investment Management
Arizona
$484K +$24.6K +210 +5%
ZF
466
Zhang Financial
Michigan
$470K – – –
CCM
467
Coldstream Capital Management
Washington
$468K – – –
OFG
468
Oxford Financial Group
Indiana
$465K – – –
NAM
469
NTV Asset Management
West Virginia
$465K +$135K +1,150 +42%
IFA
470
Interactive Financial Advisors
Illinois
$459K -$3.52K -30 -0.8%
SXL
471
Summit X LLC
Missouri
$456K +$13K +111 +3%
SSB
472
Sandy Spring Bank
Maryland
$456K +$68.9K +587 +18%
YWP
473
YorkBridge Wealth Partners
New York
$456K +$350K +2,983 +352%
CWS
474
Cypress Wealth Services
California
$453K – – –
SSW
475
Smith Shellnut Wilson
Mississippi
$453K – – –
17 18
19
20 21