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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
451
TBH Global Asset Management
Tennessee
$551K +$555K +4,900 New
PA
452
Prism Advisors
California
$547K – – –
BDF
453
Balasa Dinverno & Foltz
$541K +$545K +4,809 New
COF
454
Capital One Financial
Virginia
$540K -$47.1K -416 -8%
SCA
455
Snowden Capital Advisors
New York
$540K +$11.3K +100 +2%
VFA
456
Valeo Financial Advisors
Indiana
$535K -$11.3K -100 -2%
DI
457
Disciplined Investments
Oklahoma
$531K +$113 +1 +0%
BS
458
Boenning & Scattergood
Pennsylvania
$525K -$62K -547 -10%
APW
459
Aurora Private Wealth
New Jersey
$521K -$131K -1,160 -20%
AF
460
Allworth Financial
California
$520K +$38.2K +337 +8%
ZF
461
Zhang Financial
Michigan
$510K +$177K +1,561 +54%
AW
462
ACG Wealth
Georgia
$509K -$55.5K -490 -10%
PWM
463
Perigon Wealth Management
California
$508K -$170K -1,500 -25%
ZCA
464
Zeke Capital Advisors
Pennsylvania
$507K – – –
LW
465
Linscomb Wealth
Texas
$493K -$24K -212 -5%
CCM
466
Coldstream Capital Management
Washington
$493K +$8.27K +73 +2%
SCI
467
S&CO Inc
Massachusetts
$489K – – –
WCM
468
WealthBridge Capital Management
Ohio
$489K +$187K +1,646 +61%
OPA
469
Old Port Advisors
Maine
$487K -$5.33K -47 -1%
LTI
470
Laffer Tengler Investments
Tennessee
$486K – – –
DADC
471
D.A. Davidson & Co
Montana
$484K -$50.7K -447 -9%
WANY
472
Wealthspire Advisors (New York)
New York
$479K +$11.1K +98 +2%
FHA
473
Flagship Harbor Advisors
Massachusetts
$476K +$1.47K +13 +0.3%
FC
474
Ferris Capital
Massachusetts
$472K +$6.8K +60 +1%
BCP
475
Blue Chip Partners
Michigan
$469K +$59.3K +523 +14%
17 18
19
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