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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
476
Dimension Capital Management
Florida
$1.03M -$816K -5,542 -44%
EWM
477
EPG Wealth Management
Georgia
$1.02M -$35.6K -242 -3%
TIM
478
Total Investment Management
Arizona
$1.02M +$56.6K +384 +6%
TIA
479
Tiemann Investment Advisors
California
$1.02M -$22.1K -150 -2%
GT
480
Glenmede Trust
Pennsylvania
$1.01M +$22.2K +151 +2%
AA
481
Argent Advisors
Louisiana
$1M +$30.2K +205 +3%
CWC
482
Carolinas Wealth Consulting
North Carolina
$1M +$3.54K +24 +0.4%
APW
483
Aurora Private Wealth
New Jersey
$1M +$313K +2,124 +46%
HCC
484
Hirtle Callaghan & Co
Pennsylvania
$993K – – –
CWM
485
Connecticut Wealth Management
Connecticut
$989K +$987K +6,701 New
SG
486
StoneX Group
New York
$987K -$25.3K -172 -3%
BIM
487
Bridges Investment Management
Nebraska
$986K – – –
CC
488
Chicago Capital
Illinois
$982K -$56K -380 -5%
FFA
489
Freedman Financial Associates
Massachusetts
$980K +$178K +1,210 +22%
CDIA
490
Capital Directions Investment Advisors
Georgia
$977K +$975K +6,618 New
GAM
491
Gemmer Asset Management
California
$967K +$445K +3,024 +86%
CRCM
492
Corbett Road Capital Management
Virginia
$960K -$412K -2,794 -30%
SCM
493
SCS Capital Management
Massachusetts
$956K +$953K +6,473 New
LWCFA
494
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$954K -$39K -265 -4%
IWA
495
Inspirion Wealth Advisors
Illinois
$951K -$2.36K -16 -0.2%
GG
496
Gofen & Glossberg
Illinois
$949K +$147 +1 +0%
TIM
497
Thompson Investment Management
Wisconsin
$940K -$8.98K -61 -0.9%
QCG
498
Quadrant Capital Group
Ohio
$939K – – –
SAM
499
Summit Asset Management
Tennessee
$938K +$25K +170 +3%
KA
500
Kovack Advisors
Florida
$934K +$55.5K +377 +6%
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