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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
501
NewEdge Advisors
Louisiana
$799K +$35.5K +238 +5%
PAMG
502
Patton Albertson Miller Group
Tennessee
$797K +$149 +1 +0%
OFG
503
Oxford Financial Group
Indiana
$795K -$10.4K -70 -1%
APSP
504
Asset Planning Services (Pennsylvania)
Pennsylvania
$794K +$745 +5 +0.1%
JIC
505
Johnson Investment Counsel
Ohio
$793K +$29.8K +200 +4%
BFO
506
Boston Family Office
Massachusetts
$790K – – –
IAIM
507
International Assets Investment Management
Florida
$788K +$39.9K +268 +5%
DI
508
Disciplined Investments
Oklahoma
$785K +$298 +2 +0%
BS
509
Boenning & Scattergood
Pennsylvania
$784K +$102K +682 +14%
CGFA
510
Colton Groome Financial Advisors
North Carolina
$769K – – –
MFW
511
Meristem Family Wealth
Minnesota
$768K -$1.12M -7,485 -59%
NEPWA
512
New England Private Wealth Advisors
Massachusetts
$767K +$894 +6 +0.1%
KA
513
Kovack Advisors
Florida
$758K -$166K -1,113 -18%
WCA
514
Windsor Creek Advisors
Vermont
$751K – – –
IC
515
IEQ Capital
California
$743K +$149 +1 +0%
MWM
516
Mission Wealth Management
California
$742K +$4.47K +30 +0.6%
SF
517
Summit Financial
New Jersey
$741K +$545K +3,660 +255%
FT
518
Fiduciary Trust
Massachusetts
$738K +$374K +2,510 +98%
SFA
519
Source Financial Advisors
New York
$735K -$7.75K -52 -1%
GM
520
GeoWealth Management
Illinois
$734K -$7.75K -52 -1%
AHC
521
Anderson Hoagland & Co
Missouri
$728K – – –
MMHP
522
Murphy Middleton Hinkle & Parker
Georgia
$728K – – –
WOC
523
West Oak Capital
California
$724K – – –
CCP
524
Corient Capital Partners
California
$713K – – –
PA
525
Prism Advisors
California
$708K -$1.23M -8,251 -63%
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