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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
476
Financial Counselors Inc
Kansas
$1.49M -$764K -4,966 -35%
HIS
477
Harvest Investment Services
Illinois
$1.46M +$1.4M +9,085 New
ANTB
478
AMG National Trust Bank
Colorado
$1.45M – – –
WP
479
WMS Partners
Maryland
$1.44M – – –
SFS
480
Security Financial Services
Indiana
$1.44M -$628K -4,079 -31%
WPC
481
White Pine Capital
Minnesota
$1.43M +$117K +759 +9%
FFM
482
Forum Financial Management
Illinois
$1.42M – – –
EFS
483
Essex Financial Services
Connecticut
$1.42M -$41.2K -268 -3%
CB
484
Commerce Bank
Missouri
$1.42M -$308 -2 -0%
CGA
485
Crescent Grove Advisors
Illinois
$1.42M – – –
SS
486
Simplicity Solutions
Minnesota
$1.41M -$16.7M -108,239 -93%
BFG
487
Bleakley Financial Group
New Jersey
$1.41M -$58.5K -380 -4%
SFPG
488
Stonebridge Financial Planning Group
Florida
$1.41M -$15.4K -100 -1%
AC
489
AWM Capital
Arizona
$1.4M -$205K -1,331 -13%
FMII
490
Farmers & Merchants Investments Inc
Nebraska
$1.39M – – –
BCI
491
Brinker Capital Investments
Pennsylvania
$1.39M +$373K +2,422 +39%
OPS
492
Orion Portfolio Solutions
Nebraska
$1.39M +$373K +2,422 +39%
HWM
493
HighMark Wealth Management
Minnesota
$1.39M -$8.15K -53 -0.6%
BWM
494
BigSur Wealth Management
Florida
$1.37M – – –
SAM
495
Silvercrest Asset Management
New York
$1.36M +$82.5K +536 +7%
LBC
496
Lowe Brockenbrough & Co
Virginia
$1.34M – – –
AWM
497
Axxcess Wealth Management
California
$1.33M -$87.5K -569 -6%
EIA
498
Eldridge Investment Advisors
New Hampshire
$1.31M – – –
AWA
499
Alta Wealth Advisors
Massachusetts
$1.31M -$12K -78 -1%
CD
500
Chapin Davis
Maryland
$1.3M +$12.5K +81 +1%
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