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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
576
Aptus Capital Advisors
Alabama
$2.03M -$113K -607 -6%
WT
577
Whittier Trust
California
$2.01M – – –
GM
578
GeoWealth Management
Illinois
$2.01M +$257K +1,380 +16%
SAM
579
Smartleaf Asset Management
Massachusetts
$2M +$1.07M +5,770 +127%
TP
580
Tranquility Partners
Tennessee
$2M -$745 -4 -0%
GS
581
GWN Securities
Florida
$1.99M -$16.7M -89,822 -90%
AWM
582
Able Wealth Management
New Jersey
$1.99M +$39.9K +214 +2%
SPW
583
Sonoma Private Wealth
California
$1.98M -$51K -274 -3%
HH
584
Hilltop Holdings
Texas
$1.98M +$132K +707 +7%
HCC
585
Hirtle Callaghan & Co
Pennsylvania
$1.97M -$21.4K -115 -1%
EFS
586
Essex Financial Services
Connecticut
$1.97M +$362K +1,943 +24%
NA
587
Nottingham Advisors
New York
$1.97M -$110K -588 -6%
CWM
588
Castle Wealth Management
Florida
$1.96M -$9.87K -53 -0.5%
DAS
589
Diversify Advisory Services
Utah
$1.96M -$478K -2,565 -21%
BOA
590
Birnam Oak Advisors
New York
$1.95M – – –
CB
591
Commerce Bank
Missouri
$1.95M -$75.1K -403 -4%
B
592
Bailard
California
$1.94M -$90.3K -485 -5%
NCM
593
Neumann Capital Management
California
$1.93M -$302K -1,620 -14%
CFO
594
Custos Family Office
Texas
$1.93M -$25.5K -137 -1%
SCG
595
Sonata Capital Group
Washington
$1.92M -$54.8K -294 -3%
1CP
596
17 Capital Partners
Arizona
$1.92M +$167K +898 +10%
MWA
597
Merkkuri Wealth Advisors
New York
$1.92M +$387K +2,075 +27%
TL
598
Tradewinds LLC
North Carolina
$1.92M +$1.55M +8,340 +571%
NFP
599
NorthLanding Financial Partners
New York
$1.89M +$3.54K +19 +0.2%
CFS
600
Commonwealth Financial Services
West Virginia
$1.88M +$190K +1,019 +12%
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