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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
501
Sequent Asset Management
Texas
$1.13M +$1.12M +7,254 New
CPIG
502
Chicago Partners Investment Group
Illinois
$1.12M +$462 +3 +0%
EK
503
Evensky & Katz
Florida
$1.11M -$55.2K -359 -5%
GT
504
Glenmede Trust
Pennsylvania
$1.11M -$14.6K -95 -1%
SMG
505
Spectrum Management Group
Indiana
$1.1M -$57.6K -374 -5%
AA
506
Argent Advisors
Louisiana
$1.1M -$10K -65 -0.9%
QCG
507
Quadrant Capital Group
Ohio
$1.09M +$100K +650 +10%
DCM
508
Dimension Capital Management
Florida
$1.08M – – –
CWM
509
Connecticut Wealth Management
Connecticut
$1.08M +$27.9K +181 +3%
FHA
510
First Horizon Advisors
Tennessee
$1.08M -$3.11M -20,233 -75%
OPWM
511
Oxinas Partners Wealth Management
Indiana
$1.07M +$1.06M +6,903 New
TNB
512
Thomasville National Bank
Georgia
$1.06M +$22.5K +146 +2%
NL
513
Navalign LLC
California
$1.06M -$206K -1,338 -16%
CWC
514
Carolinas Wealth Consulting
North Carolina
$1.05M +$4.62K +30 +0.4%
NSB
515
Norway Savings Bank
Maine
$1.05M -$105K -683 -9%
TIA
516
Tiemann Investment Advisors
California
$1.05M +$2.77K +18 +0.3%
TPSF
517
Texas Permanent School Fund
Texas
$1.04M +$1.03M +6,680 New
BIM
518
Bridges Investment Management
Nebraska
$1.04M – – –
CAL
519
Capital Advisors Ltd
Ohio
$1.02M +$73.7K +479 +8%
WWM
520
Windsor Wealth Management
Indiana
$1.02M – – –
OWA
521
Outlook Wealth Advisors
Texas
$1.02M -$19.9K -129 -2%
TIM
522
Total Investment Management
Arizona
$1.01M -$23.2K -151 -2%
CDIA
523
Capital Directions Investment Advisors
Georgia
$1.01M -$10K -65 -1%
PCI
524
Planning Center Inc
Illinois
$1.01M – – –
CGA
525
Crescent Grove Advisors
Illinois
$1.01M +$382K +2,480 +62%
19 20
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