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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CD
501
Chapin Davis
Maryland
$1.24M +$323 +2 +0%
AWM
502
Axxcess Wealth Management
California
$1.24M -$36.5K -226 -3%
BTI
503
Blue Trust Inc
Georgia
$1.23M -$738K -4,566 -37%
AWA
504
Alta Wealth Advisors
Massachusetts
$1.21M -$33.9K -210 -3%
LC
505
LTG Capital
Massachusetts
$1.21M -$7.27K -45 -0.6%
SF
506
Summit Financial
New Jersey
$1.21M -$1.94K -12 -0.2%
BCA
507
Bay Colony Advisors
Massachusetts
$1.21M -$252K -1,558 -17%
HH
508
Hilltop Holdings
Texas
$1.2M – – –
RG
509
Rathbones Group
United Kingdom
$1.19M +$1.25M +7,720 New
WP
510
WMS Partners
Maryland
$1.19M -$200K -1,238 -14%
GAM
511
Gemmer Asset Management
California
$1.19M +$119K +734 +11%
TC
512
Trilogy Capital
California
$1.18M -$9.05K -56 -0.7%
PA
513
Pinnacle Associates
New York
$1.18M -$8.08K -50 -0.6%
SAM
514
Silvercrest Asset Management
New York
$1.18M -$128K -790 -9%
TNB
515
Thomasville National Bank
Georgia
$1.18M +$21K +130 +2%
SWA
516
SOA Wealth Advisors
New York
$1.18M +$49.5K +306 +4%
PMG
517
ProVise Management Group
Florida
$1.17M +$1.23M +7,604 New
9WM
518
9258 Wealth Management
Ohio
$1.15M +$9.38K +58 +0.8%
CIR
519
Clear Investment Research
Georgia
$1.15M -$8.08K -50 -0.7%
AC
520
AWM Capital
Arizona
$1.15M -$205K -1,266 -15%
TIA
521
Tiemann Investment Advisors
California
$1.14M -$16.8K -104 -1%
MBT
522
Montecito Bank & Trust
California
$1.14M -$97K -600 -7%
HSA
523
HBK Sorce Advisory
Pennsylvania
$1.14M -$299K -1,850 -20%
KIG
524
Kennedy Investment Group
New Jersey
$1.14M -$15.7K -97 -1%
SAM
525
Smithbridge Asset Management
Pennsylvania
$1.13M -$8.57K -53 -0.7%
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