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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
451
Thompson Investment Management
Wisconsin
$3.58M +$353K +1,757 +11%
CC
452
Copperleaf Capital
North Carolina
$3.57M -$166K -826 -5%
CPG
453
Cornerstone Planning Group
New Jersey
$3.55M +$3.37M +16,787 +6,880%
FFA
454
First Foundation Advisors
California
$3.53M +$674K +3,354 +24%
KV
455
Kickstand Ventures
New York
$3.53M +$39.8K +198 +1%
SWP
456
SIMA Wealth Partners
Virginia
$3.49M -$56.2K -280 -2%
NL
457
NWAM LLC
Washington
$3.49M -$166K -826 -5%
EWM
458
Evercore Wealth Management
New York
$3.44M -$34.5K -172 -1%
FCBT
459
First Citizens Bank & Trust
North Carolina
$3.44M +$28.1K +140 +0.8%
SFS
460
Sowell Financial Services
Arkansas
$3.43M +$85.2K +424 +3%
IWM
461
IHT Wealth Management
Illinois
$3.43M +$38.6K +192 +1%
WWM
462
Western Wealth Management
Colorado
$3.41M -$19.3K -96 -0.6%
GC
463
Garde Capital
Washington
$3.41M +$15.9K +79 +0.5%
RFP
464
RCS Financial Planning
Maryland
$3.4M +$443K +2,205 +15%
MG
465
Mather Group
Illinois
$3.4M +$132K +658 +4%
DADC
466
D.A. Davidson & Co
Montana
$3.4M -$72.3K -360 -2%
NPT
467
National Philanthropic Trust
Pennsylvania
$3.39M – – –
WIA
468
World Investment Advisors
California
$3.38M +$232K +1,157 +8%
GAM
469
Gemmer Asset Management
California
$3.36M +$1.11M +5,517 +51%
SIA
470
Stegner Investment Associates
Kentucky
$3.36M -$52.8K -263 -2%
MT
471
Midwest Trust
Kansas
$3.34M +$87.2K +434 +3%
BIM
472
Bridges Investment Management
Nebraska
$3.33M -$26.1K -130 -0.8%
LIA
473
LifePlan Investment Advisors
North Carolina
$3.32M +$514K +2,561 +19%
FW
474
FullCircle Wealth
Texas
$3.3M +$298K +1,483 +10%
WP
475
WealthPLAN Partners
Nebraska
$3.26M +$133K +660 +4%
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