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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
KM
451
Kalos Management
Georgia
$1.02M +$299K +2,006 +43%
OWA
452
Outlook Wealth Advisors
Texas
$1.01M -$106K -709 -9%
AA
453
Argent Advisors
Louisiana
$1.01M +$24.3K +163 +2%
DCM
454
Dimension Capital Management
Florida
$1.01M – – –
SG
455
StoneX Group
New York
$1.01M +$34K +228 +3%
EWM
456
EPG Wealth Management
Georgia
$1M +$894 +6 +0.1%
JAG
457
Journey Advisory Group
Kentucky
$992K -$362K -2,429 -26%
GT
458
Glenmede Trust
Pennsylvania
$991K – – –
CWC
459
Carolinas Wealth Consulting
North Carolina
$991K +$6.56K +44 +0.6%
TIM
460
Total Investment Management
Arizona
$982K -$23.2K -156 -2%
TIA
461
Tiemann Investment Advisors
California
$979K -$22.4K -150 -2%
HCC
462
Hirtle Callaghan & Co
Pennsylvania
$978K – – –
CWM
463
Connecticut Wealth Management
Connecticut
$977K +$2.83K +19 +0.3%
BIM
464
Bridges Investment Management
Nebraska
$971K – – –
CC
465
Chicago Capital
Illinois
$967K – – –
CDIA
466
Capital Directions Investment Advisors
Georgia
$962K – – –
HIA
467
Harbor Investment Advisory
Maryland
$959K +$323K +2,168 +49%
TNB
468
Thomasville National Bank
Georgia
$954K +$46.5K +312 +5%
WWM
469
Windsor Wealth Management
Indiana
$949K +$49.8K +334 +5%
AC
470
AWM Capital
Arizona
$942K +$917K +6,156 New
SCM
471
SCS Capital Management
Massachusetts
$941K – – –
LWCFA
472
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$940K – – –
QCG
473
Quadrant Capital Group
Ohio
$925K – – –
SAM
474
Summit Asset Management
Tennessee
$924K – – –
TIM
475
Thompson Investment Management
Wisconsin
$922K -$3.28K -22 -0.3%
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