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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Mattern Wealth Management
Kansas
$2.16M – – –
AFG
552
Atomi Financial Group
New York
$2.15M +$45.5K +244 +2%
SWA
553
Strategies Wealth Advisors
Michigan
$2.15M -$198K -1,063 -9%
BMCM
554
Bryn Mawr Capital Management
Pennsylvania
$2.15M +$6.52K +35 +0.3%
DSA
555
Davis Selected Advisers
Arizona
$2.15M -$1.63M -8,734 -44%
BBHC
556
Brown Brothers Harriman & Co
New York
$2.14M -$217K -1,165 -10%
SDWMA
557
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.14M +$910K +4,883 +80%
SFC
558
Summit Financial Consulting
Michigan
$2.14M +$2.04M +10,962 New
SQA
559
Simon Quick Advisors
New Jersey
$2.13M -$55.9K -300 -3%
G
560
GenTrust
Florida
$2.13M – – –
CAG
561
Crestwood Advisors Group
Massachusetts
$2.13M +$22K +118 +1%
IA
562
Insight Advisors
Pennsylvania
$2.12M +$1.52M +8,171 +307%
GAM
563
Gemmer Asset Management
California
$2.1M -$63.3K -340 -3%
DBIA
564
Dumont & Blake Investment Advisors
New Jersey
$2.1M -$2.05K -11 -0.1%
MWM
565
Marietta Wealth Management
Georgia
$2.1M +$373 +2 +0%
RB
566
Renasant Bank
Mississippi
$2.09M -$1.25M -6,709 -39%
VWM
567
Venturi Wealth Management
Texas
$2.09M +$5.96K +32 +0.3%
OSAM
568
O'Shaughnessy Asset Management
Connecticut
$2.09M +$68.5K +368 +4%
TI
569
Truepoint Inc
Ohio
$2.08M -$810K -4,346 -29%
EL
570
EQ LLC
Washington
$2.08M -$11.5M -61,752 -85%
MWM
571
Mission Wealth Management
California
$2.05M +$11.7K +63 +0.6%
TFF
572
The Family Firm
Maryland
$2.04M -$1.49K -8 -0.1%
RIS
573
Retirement Income Solutions
Michigan
$2.04M -$4.1K -22 -0.2%
ACA
574
Aptus Capital Advisors
Alabama
$2.03M -$113K -607 -6%
WT
575
Whittier Trust
California
$2.01M – – –
21 22
23
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