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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
576
Community Bank
New York
$786K -$39.7K -269 -4%
NCG
577
Newport Capital Group
New Jersey
$782K -$84.9K -575 -9%
SWA
578
Strategies Wealth Advisors
Michigan
$777K -$85.5K -579 -9%
RIA
579
Regal Investment Advisors
Michigan
$776K +$22.4K +152 +3%
NEPWA
580
New England Private Wealth Advisors
Massachusetts
$773K -$148 -1 -0%
OLVIG
581
Oliver Lagore Vanvalin Investment Group
Michigan
$769K -$348K -2,361 -30%
AT
582
American Trust
Kentucky
$766K -$53.7K -364 -6%
F
583
F3Logic
Minnesota
$763K -$11.1M -75,212 -93%
EAM
584
Evanson Asset Management
California
$762K +$11.4K +77 +1%
PCA
585
Pallas Capital Advisors
Massachusetts
$758K +$33.1K +224 +4%
SHWM
586
Silicon Hills Wealth Management
Texas
$758K +$583K +3,951 +253%
PAMG
587
Patton Albertson Miller Group
Tennessee
$754K +$148 +1 +0%
SAM
588
Summit Asset Management
Tennessee
$745K -$79.3K -537 -9%
SF
589
Summit Financial
New Jersey
$737K +$7.82K +53 +1%
CC
590
Chicago Capital
Illinois
$731K – – –
IIC
591
Integrated Investment Consultants
Michigan
$731K +$145K +984 +23%
MWA
592
Monograph Wealth Advisors
California
$730K +$148 +1 +0%
BS
593
Boenning & Scattergood
Pennsylvania
$728K -$14.6K -99 -2%
MCC
594
Money Concepts Capital
Florida
$722K -$84.9K -575 -10%
WH
595
Whitcomb & Hess
Ohio
$720K +$300K +2,030 +63%
SYBT
596
Stock Yards Bank & Trust
Kentucky
$719K +$320K +2,169 +71%
SF
597
SBK Financial
Virginia
$718K +$12.7K +86 +2%
FMTC
598
Farmers & Merchants Trust Company
California
$715K – – –
LWCFA
599
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$713K +$57.1K +387 +8%
SEM
600
Strategic Equity Management
Arizona
$710K +$13.4K +91 +2%
22 23
24
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