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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
476
EPG Wealth Management
Georgia
$1.02M -$35.6K -242 -3%
TIM
477
Total Investment Management
Arizona
$1.02M +$56.6K +384 +6%
TIA
478
Tiemann Investment Advisors
California
$1.02M -$22.1K -150 -2%
GT
479
Glenmede Trust
Pennsylvania
$1.01M +$22.2K +151 +2%
AA
480
Argent Advisors
Louisiana
$1M +$30.2K +205 +3%
CWC
481
Carolinas Wealth Consulting
North Carolina
$1M +$3.54K +24 +0.4%
APW
482
Aurora Private Wealth
New Jersey
$1M +$313K +2,124 +46%
HCC
483
Hirtle Callaghan & Co
Pennsylvania
$993K – – –
CWM
484
Connecticut Wealth Management
Connecticut
$989K +$987K +6,701 New
SG
485
StoneX Group
New York
$987K -$25.3K -172 -3%
BIM
486
Bridges Investment Management
Nebraska
$986K – – –
CC
487
Chicago Capital
Illinois
$982K -$56K -380 -5%
FFA
488
Freedman Financial Associates
Massachusetts
$980K +$178K +1,210 +22%
CDIA
489
Capital Directions Investment Advisors
Georgia
$977K +$975K +6,618 New
GAM
490
Gemmer Asset Management
California
$967K +$445K +3,024 +86%
CRCM
491
Corbett Road Capital Management
Virginia
$960K -$412K -2,794 -30%
SCM
492
SCS Capital Management
Massachusetts
$956K +$953K +6,473 New
LWCFA
493
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$954K -$39K -265 -4%
IWA
494
Inspirion Wealth Advisors
Illinois
$951K -$2.36K -16 -0.2%
GG
495
Gofen & Glossberg
Illinois
$949K +$147 +1 +0%
TIM
496
Thompson Investment Management
Wisconsin
$940K -$8.98K -61 -0.9%
QCG
497
Quadrant Capital Group
Ohio
$939K – – –
SAM
498
Summit Asset Management
Tennessee
$938K +$25K +170 +3%
KA
499
Kovack Advisors
Florida
$934K +$55.5K +377 +6%
NCG
500
Newport Capital Group
New Jersey
$933K – – –
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