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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
451
Confluence Wealth Management
Oregon
$773K – – –
LFG
452
Larson Financial Group
Missouri
$761K -$8.71K -70 -1%
SBH
453
Segall Bryant & Hamill
Illinois
$761K – – –
SMG
454
Smart Money Group
Texas
$759K +$726K +5,834 New
BWP
455
Baldwin Wealth Partners
Massachusetts
$758K -$12.7K -102 -2%
NEPWA
456
New England Private Wealth Advisors
Massachusetts
$753K -$10.3K -83 -1%
WT
457
Whittier Trust
California
$741K +$448K +3,600 +172%
PL
458
Plancorp LLC
Missouri
$738K +$39.6K +318 +6%
FNBTCON
459
First National Bank & Trust Co of Newtown
Pennsylvania
$721K – – –
TIM
460
Thompson Investment Management
Wisconsin
$718K -$131K -1,056 -16%
AIS
461
American Investment Services
Massachusetts
$717K – – –
CPA
462
Capital Planning Advisors
California
$712K – – –
BFO
463
Boston Family Office
Massachusetts
$707K – – –
TIA
464
Tiemann Investment Advisors
California
$706K -$63.7K -512 -9%
BS
465
Boenning & Scattergood
Pennsylvania
$705K -$20.2K -162 -3%
CB
466
Community Bank
New York
$703K +$7.34K +59 +1%
PP
467
PagnatoKarp Partners
Virginia
$697K +$3.48K +28 +0.5%
CWC
468
Carolinas Wealth Consulting
North Carolina
$697K +$667K +5,362 New
EWA
469
Exencial Wealth Advisors
Oklahoma
$696K +$1.62K +13 +0.2%
TCM
470
Tuttle Capital Management
Connecticut
$686K +$656K +5,275 New
PAMG
471
Patton Albertson Miller Group
Tennessee
$684K – – –
AW
472
ACG Wealth
Georgia
$679K -$49.4K -397 -7%
KPCM
473
Kings Point Capital Management
New York
$676K – – –
BDF
474
Balasa Dinverno & Foltz
$666K – – –
LW
475
Linscomb Wealth
Texas
$663K +$114K +920 +22%
17 18
19
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