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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
476
GSB Wealth Management
Connecticut
$1.17M +$1.14M +7,494 New
SDWMA
477
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.17M – – –
SG
478
StoneX Group
New York
$1.17M +$85.8K +564 +8%
SMG
479
Spectrum Management Group
Indiana
$1.17M -$290K -1,904 -20%
BFA
480
Beacon Financial Advisory
Ohio
$1.17M +$1.52K +10 +0.1%
PCS
481
Personal CFO Solutions
New Jersey
$1.17M -$22.7K -149 -2%
CC
482
Cadinha & Co
Hawaii
$1.17M -$3.8K -25 -0.3%
TWP
483
Total Wealth Planning
Ohio
$1.16M -$431K -2,833 -22%
NSB
484
Norway Savings Bank
Maine
$1.16M -$42.3K -278 -4%
GCM
485
Goldstream Capital Management
Hong Kong
$1.16M +$1.13M +7,405 New
TGAM
486
TBH Global Asset Management
Tennessee
$1.16M -$29.2K -192 -3%
CL
487
Choreo LLC
Illinois
$1.16M -$17.8K -117 -2%
SIA
488
Sage Investment Advisers
New York
$1.14M +$1.11M +7,292 New
GT
489
Glenmede Trust
Pennsylvania
$1.14M +$66.8K +439 +6%
EWM
490
EPG Wealth Management
Georgia
$1.13M +$46.7K +307 +4%
CPSC
491
Carl P. Sherr & Co
Massachusetts
$1.12M +$2.13K +14 +0.2%
AA
492
Argent Advisors
Louisiana
$1.11M +$24K +158 +2%
DCM
493
Dimension Capital Management
Florida
$1.09M – – –
KM
494
Kalos Management
Georgia
$1.06M +$40.3K +265 +4%
CWM
495
Connecticut Wealth Management
Connecticut
$1.05M +$2.28K +15 +0.2%
HCC
496
Hirtle Callaghan & Co
Pennsylvania
$1.05M – – –
CWC
497
Carolinas Wealth Consulting
North Carolina
$1.05M -$16.9K -111 -2%
TIA
498
Tiemann Investment Advisors
California
$1.05M -$4.87K -32 -0.5%
MLICM
499
Metropolitan Life Insurance Company (MetLife)
New York
$1.05M -$137K -900 -12%
TNB
500
Thomasville National Bank
Georgia
$1.05M +$20.7K +136 +2%
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