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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACIM
501
Azimuth Capital Investment Management
Michigan
$1.11M +$1.19M +8,045 New
IWM
502
IHT Wealth Management
Illinois
$1.1M +$27.9K +189 +2%
CB
503
Commerce Bank
Missouri
$1.1M -$20.7K -140 -2%
TP
504
Tranquility Partners
Tennessee
$1.09M +$445K +3,014 +61%
EIA
505
Eldridge Investment Advisors
New Hampshire
$1.08M -$13.3K -90 -1%
SIC
506
Sigma Investment Counselors
Michigan
$1.08M +$85.6K +580 +8%
NEWAS
507
N.E.W. Advisory Services
Wisconsin
$1.08M -$1.05M -7,119 -48%
CWM
508
Connecticut Wealth Management
Connecticut
$1.07M +$134K +908 +13%
BFA
509
Beacon Financial Advisory
Ohio
$1.06M +$1.18K +8 +0.1%
WPWM
510
Windward Private Wealth Management
Kansas
$1.05M – – –
SDWMA
511
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.05M +$5.02K +34 +0.4%
FLPIM
512
F.L. Putnam Investment Management
Massachusetts
$1.05M +$1.12M +7,619 New
KF
513
Krilogy Financial
Missouri
$1.04M +$444K +3,006 +65%
DPI
514
Diversified Portfolios Inc
Michigan
$1.04M -$95K -644 -8%
CC
515
Cadinha & Co
Hawaii
$1.04M -$14.8K -100 -1%
WT
516
Whittier Trust
California
$1.03M +$214K +1,452 +24%
GAM
517
Gemmer Asset Management
California
$1.01M +$147K +996 +16%
CL
518
Choreo LLC
Illinois
$1M -$12.3K -83 -1%
SAM
519
Sequent Asset Management
Texas
$997K – – –
NL
520
Navalign LLC
California
$989K +$20.7K +140 +2%
EK
521
Evensky & Katz
Florida
$987K +$2.51K +17 +0.2%
GT
522
Glenmede Trust
Pennsylvania
$984K – – –
PA
523
Pinnacle Associates
New York
$973K -$137K -929 -12%
OPWM
524
Oxinas Partners Wealth Management
Indiana
$971K +$23.3K +158 +2%
SMG
525
Spectrum Management Group
Indiana
$965K -$10.9K -74 -1%
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