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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
551
CLG LLC
California
$2.38M -$63.9K -318 -3%
AG
552
AlTi Global
New York
$2.37M – – –
MBI
553
May Barnhard Investments
Maryland
$2.35M +$5.02K +25 +0.2%
RBC
554
Roble Belko & Company
Pennsylvania
$2.32M – – –
EDRH
555
Edmond de Rothschild Holding
Switzerland
$2.31M -$4.87M -24,228 -68%
CCM
556
Coldstream Capital Management
Washington
$2.31M +$705K +3,508 +46%
BBHC
557
Brown Brothers Harriman & Co
New York
$2.29M +$20.1K +100 +0.9%
BMCM
558
Bryn Mawr Capital Management
Pennsylvania
$2.27M +$4.62K +23 +0.2%
TIM
559
Total Investment Management
Arizona
$2.26M -$72.7K -362 -3%
SQA
560
Simon Quick Advisors
New Jersey
$2.25M – – –
G
561
GenTrust
Florida
$2.25M – – –
SDWMA
562
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.25M -$15.5K -77 -0.7%
MWM
563
Marietta Wealth Management
Georgia
$2.24M +$21.1K +105 +1%
CAG
564
Crestwood Advisors Group
Massachusetts
$2.24M -$13.3K -66 -0.6%
AAS
565
Ameritas Advisory Services
Nebraska
$2.24M +$265K +1,320 +14%
RIS
566
Retirement Income Solutions
Michigan
$2.23M +$71.9K +358 +3%
DBIA
567
Dumont & Blake Investment Advisors
New Jersey
$2.23M +$9.84K +49 +0.5%
IA
568
Insight Advisors
Pennsylvania
$2.22M -$14.1K -70 -0.6%
SAM
569
Smartleaf Asset Management
Massachusetts
$2.2M +$77.7K +387 +4%
IAS
570
Integrity Advisory Solutions
Texas
$2.18M +$2.12M +10,548 New
M1FG
571
Mach-1 Financial Group
Arkansas
$2.18M +$2.12M +10,548 New
MKW
572
Mullaney, Keating & Wright
Connecticut
$2.18M -$2.73M -13,580 -56%
BOSSRA
573
B.O.S.S. Retirement Advisors
Utah
$2.17M +$1.16M +5,799 +123%
SIC
574
Sterling Investment Counsel
New York
$2.16M +$1.09M +5,424 +107%
1CP
575
17 Capital Partners
Arizona
$2.16M +$131K +650 +7%
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