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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
451
Marietta Wealth Management
Georgia
$1.65M – – –
CWM
452
Cahaba Wealth Management
Georgia
$1.64M -$219K -1,353 -11%
ONB
453
Old National Bancorp
Indiana
$1.63M -$156K -966 -8%
LCGC
454
Legacy Capital Group California
California
$1.63M +$2.26K +14 +0.1%
T
455
TRUADVICE
Florida
$1.61M -$2.2M -13,598 -57%
KFAA
456
Klaas Financial Asset Advisors
Illinois
$1.61M -$64.3K -398 -4%
TFF
457
The Family Firm
Maryland
$1.6M -$3.07K -19 -0.2%
MA
458
MBA Advisors
Pennsylvania
$1.58M -$12.1K -75 -0.7%
CAG
459
Crestwood Advisors Group
Massachusetts
$1.58M +$1.66M +10,241 New
DBIA
460
Dumont & Blake Investment Advisors
New Jersey
$1.57M +$46.9K +290 +3%
CL
461
Choreo LLC
Illinois
$1.56M -$42.3K -262 -3%
TP
462
Tranquility Partners
Tennessee
$1.56M -$27.8K -172 -2%
FCI
463
Financial Counselors Inc
Kansas
$1.56M +$140K +866 +9%
KBFS
464
Kohmann Bosshard Financial Services
Ohio
$1.56M -$3.23K -20 -0.2%
MWM
465
Mission Wealth Management
California
$1.55M +$27.6K +171 +2%
IWM
466
IHT Wealth Management
Illinois
$1.55M -$65.5K -405 -4%
TFGT
467
TS Financial Group (TSFG)
Illinois
$1.52M -$15K -93 -0.9%
OC
468
Oppenheimer & Co
New York
$1.52M +$12.3K +76 +0.8%
NFP
469
NorthLanding Financial Partners
New York
$1.51M +$40.2K +249 +3%
WPW
470
Waldron Private Wealth
Pennsylvania
$1.5M – – –
GT
471
Glenview Trust
Kentucky
$1.45M +$2.42K +15 +0.2%
AP
472
Arlington Partners
Alabama
$1.44M -$4.77M -29,535 -76%
AT
473
Arlington Trust
Alabama
$1.44M +$1.52M +9,375 New
PA
474
Procyon Advisors
Connecticut
$1.44M -$154K -955 -9%
BWP
475
Bernardo Wealth Planning
Pennsylvania
$1.44M – – –
17 18
19
20 21