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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
476
NWAM LLC
Washington
$460K +$451K +4,248 New
FHA
477
Flagship Harbor Advisors
Massachusetts
$457K -$46.3K -436 -9%
NAM
478
NTV Asset Management
West Virginia
$457K -$18.6K -175 -4%
LS
479
Leelyn Smith
Illinois
$457K – – –
LSPW
480
Lake Street Private Wealth
Illinois
$453K +$9.55K +90 +2%
WANY
481
Wealthspire Advisors (New York)
New York
$450K -$1.46M -13,732 -77%
CS
482
Capital Square
Tennessee
$449K – – –
FC
483
Ferris Capital
Massachusetts
$448K – – –
SFPM
484
Sensible Financial Planning & Management
Massachusetts
$447K – – –
MBT
485
Montecito Bank & Trust
California
$445K – – –
HPWM
486
Highland Private Wealth Management
Washington
$445K +$63.7K +600 +17%
PWA
487
Physician Wealth Advisors
Utah
$442K +$25.4K +239 +7%
CPO
488
Cerity Partners OCIO
New York
$440K +$1.38K +13 +0.3%
NDSI
489
Newman Dignan & Sheerar Inc
Rhode Island
$437K – – –
SBWM
490
Sunflower Bank Wealth Management
Arizona
$427K – – –
OFG
491
Oxford Financial Group
Indiana
$416K – – –
MPCG
492
Matrix Private Capital Group
New York
$414K – – –
BBHC
493
Brown Brothers Harriman & Co
New York
$414K +$145K +1,367 +56%
PMAM
494
Picton Mahoney Asset Management
Ontario, Canada
$412K -$117K -1,100 -22%
SSW
495
Smith Shellnut Wilson
Mississippi
$412K – – –
BC
496
Brio Consultants
California
$412K +$404K +3,812 New
PL
497
Plancorp LLC
Missouri
$408K -$33.7K -318 -8%
CTC
498
Central Trust Company
Missouri
$405K – – –
TFS
499
TrustCore Financial Services
Tennessee
$402K +$83.3K +785 +27%
SXL
500
Summit X LLC
Missouri
$400K -$12.7K -120 -3%
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