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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
501
Blue Trust Inc
Georgia
$1.23M -$738K -4,566 -37%
AWA
502
Alta Wealth Advisors
Massachusetts
$1.21M -$33.9K -210 -3%
LC
503
LTG Capital
Massachusetts
$1.21M -$7.27K -45 -0.6%
SF
504
Summit Financial
New Jersey
$1.21M -$1.94K -12 -0.2%
BCA
505
Bay Colony Advisors
Massachusetts
$1.21M -$252K -1,558 -17%
HH
506
Hilltop Holdings
Texas
$1.2M – – –
RG
507
Rathbones Group
United Kingdom
$1.19M +$1.25M +7,720 New
WP
508
WMS Partners
Maryland
$1.19M -$200K -1,238 -14%
GAM
509
Gemmer Asset Management
California
$1.19M +$119K +734 +11%
TC
510
Trilogy Capital
California
$1.18M -$9.05K -56 -0.7%
PA
511
Pinnacle Associates
New York
$1.18M -$8.08K -50 -0.6%
SAM
512
Silvercrest Asset Management
New York
$1.18M -$128K -790 -9%
TNB
513
Thomasville National Bank
Georgia
$1.18M +$21K +130 +2%
SWA
514
SOA Wealth Advisors
New York
$1.18M +$49.5K +306 +4%
PMG
515
ProVise Management Group
Florida
$1.17M +$1.23M +7,604 New
9WM
516
9258 Wealth Management
Ohio
$1.15M +$9.38K +58 +0.8%
CIR
517
Clear Investment Research
Georgia
$1.15M -$8.08K -50 -0.7%
AC
518
AWM Capital
Arizona
$1.15M -$205K -1,266 -15%
TIA
519
Tiemann Investment Advisors
California
$1.14M -$16.8K -104 -1%
MBT
520
Montecito Bank & Trust
California
$1.14M -$97K -600 -7%
HSA
521
HBK Sorce Advisory
Pennsylvania
$1.14M -$299K -1,850 -20%
KIG
522
Kennedy Investment Group
New Jersey
$1.14M -$15.7K -97 -1%
SAM
523
Smithbridge Asset Management
Pennsylvania
$1.13M -$8.57K -53 -0.7%
BBHC
524
Brown Brothers Harriman & Co
New York
$1.12M -$73.7K -456 -6%
BCI
525
Brinker Capital Investments
Pennsylvania
$1.11M -$233K -1,441 -17%
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