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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DW
476
Domani Wealth
Pennsylvania
$1.09M – – –
BWM
477
BigSur Wealth Management
Florida
$1.09M – – –
9WM
478
9258 Wealth Management
Ohio
$1.08M -$38.8K -274 -3%
FCFC
479
First Commonwealth Financial Corp
Pennsylvania
$1.07M -$199K -1,401 -14%
LBC
480
Lowe Brockenbrough & Co
Virginia
$1.07M -$150K -1,056 -11%
CIR
481
Clear Investment Research
Georgia
$1.06M -$9.07K -64 -0.8%
CL
482
Choreo LLC
Illinois
$1.05M +$127K +896 +12%
WPC
483
White Pine Capital
Minnesota
$1.05M -$42.2K -298 -4%
SFO
484
Stokes Family Office
Louisiana
$1.05M +$497K +3,509 +76%
CGA
485
Crescent Grove Advisors
Illinois
$1.05M -$474K -3,348 -29%
CB
486
Commerce Bank
Missouri
$1.03M – – –
JAG
487
Journey Advisory Group
Kentucky
$1.02M +$265K +1,870 +31%
EIA
488
Eldridge Investment Advisors
New Hampshire
$1.01M – – –
SAM
489
Smithbridge Asset Management
Pennsylvania
$993K +$1.09M +7,726 New
TP
490
Tranquility Partners
Tennessee
$991K -$31.7K -224 -3%
NEWAS
491
N.E.W. Advisory Services
Wisconsin
$991K -$18.3K -129 -2%
TA
492
TrueWealth Advisors
Alabama
$990K -$2.69M -18,971 -71%
GAM
493
Gemmer Asset Management
California
$984K +$44.1K +311 +4%
WPWM
494
Windward Private Wealth Management
Kansas
$982K – – –
SDWMA
495
Schneider Downs Wealth Management Advisors
Pennsylvania
$978K -$425 -3 -0%
KF
496
Krilogy Financial
Missouri
$977K +$142 +1 +0%
WOC
497
West Oak Capital
California
$973K +$196K +1,380 +22%
DPI
498
Diversified Portfolios Inc
Michigan
$969K -$3.97K -28 -0.4%
WT
499
Whittier Trust
California
$965K – – –
CC
500
Cadinha & Co
Hawaii
$955K -$15K -106 -1%
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20
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