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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NCG
501
Newport Capital Group
New Jersey
$933K – – –
FMTC
502
Farmers & Merchants Trust Company
California
$928K – – –
TNB
503
Thomasville National Bank
Georgia
$922K -$353K -2,395 -28%
WT
504
Whittier Trust
California
$913K +$180K +1,223 +25%
WWM
505
Windsor Wealth Management
Indiana
$901K – – –
SWA
506
SOA Wealth Advisors
New York
$892K – – –
CI
507
Conning Inc
Connecticut
$881K +$879K +5,969 New
FCI
508
Financial Counselors Inc
Kansas
$880K -$25.8K -175 -3%
EW
509
Evoke Wealth
California
$877K +$68.6K +466 +9%
CB
510
Community Bank
New York
$876K +$20.2K +137 +2%
IIC
511
Integrated Investment Consultants
Michigan
$868K -$7.66K -52 -0.9%
HR
512
Hardy Reed
Mississippi
$864K – – –
TFO
513
Tarbox Family Office
California
$852K – – –
SIC
514
Sigma Investment Counselors
Michigan
$836K -$12.5K -85 -1%
LWANC
515
Laurel Wealth Advisors (North Carolina)
North Carolina
$833K -$21.5K -146 -3%
MBT
516
Montecito Bank & Trust
California
$832K +$197K +1,335 +31%
PCA
517
Pallas Capital Advisors
Massachusetts
$822K +$58.8K +399 +8%
OFG
518
Oxford Financial Group
Indiana
$817K -$7.37K -50 -0.9%
GWM
519
GSB Wealth Management
Connecticut
$816K +$177K +1,205 +28%
PAMG
520
Patton Albertson Miller Group
Tennessee
$810K – – –
LSPW
521
Lake Street Private Wealth
Illinois
$808K +$145K +983 +22%
APSP
522
Asset Planning Services (Pennsylvania)
Pennsylvania
$806K -$9.87K -67 -1%
EAM
523
Evanson Asset Management
California
$806K +$15.3K +104 +2%
BFO
524
Boston Family Office
Massachusetts
$802K – – –
DI
525
Disciplined Investments
Oklahoma
$796K +$21.2K +144 +3%
19 20
21
22 23