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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
476
Bernardo Wealth Planning
Pennsylvania
$1.44M – – –
YIH
477
Y-Intercept (HK)
Hong Kong
$1.43M +$1.5M +9,286 New
PIMG
478
Patriot Investment Management Group
Tennessee
$1.42M – – –
ANTB
479
AMG National Trust Bank
Colorado
$1.39M – – –
MFT
480
Moisand Fitzgerald Tamayo
Florida
$1.38M -$122K -757 -8%
CB
481
Commerce Bank
Missouri
$1.37M +$18.3K +113 +1%
WP
482
WealthShield Partners
North Carolina
$1.37M -$126K -777 -8%
AFAS
483
Acorn Financial Advisory Services
Virginia
$1.36M -$71.6K -443 -5%
FFM
484
Forum Financial Management
Illinois
$1.36M – – –
BFG
485
Bleakley Financial Group
New Jersey
$1.34M -$3.88K -24 -0.3%
SS
486
Simplicity Solutions
Minnesota
$1.34M -$3.88K -24 -0.3%
CGA
487
Crescent Grove Advisors
Illinois
$1.34M -$20.5K -127 -1%
BP
488
Ballentine Partners
Massachusetts
$1.34M +$1.08M +6,667 +326%
EFS
489
Essex Financial Services
Connecticut
$1.34M -$21.8K -135 -2%
TWM
490
Thrive Wealth Management
Pennsylvania
$1.33M +$145K +899 +12%
SEM
491
Strategic Equity Management
Arizona
$1.32M +$129K +797 +10%
SFPG
492
Stonebridge Financial Planning Group
Florida
$1.32M -$29.1K -180 -2%
BWM
493
BigSur Wealth Management
Florida
$1.31M – – –
WPC
494
White Pine Capital
Minnesota
$1.3M -$61.6K -381 -4%
FMII
495
Farmers & Merchants Investments Inc
Nebraska
$1.3M -$29.3K -181 -2%
HWM
496
HighMark Wealth Management
Minnesota
$1.29M -$35.1K -217 -3%
LBC
497
Lowe Brockenbrough & Co
Virginia
$1.29M – – –
EIA
498
Eldridge Investment Advisors
New Hampshire
$1.26M +$4.85K +30 +0.4%
CWM
499
Connecticut Wealth Management
Connecticut
$1.26M +$65.1K +403 +5%
WFA
500
Woodward Financial Advisors
North Carolina
$1.25M -$7.92K -49 -0.6%
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