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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$713K +$57.1K +387 +8%
SEM
602
Strategic Equity Management
Arizona
$710K +$13.4K +91 +2%
BFO
603
Boston Family Office
Massachusetts
$699K – – –
3LCM
604
3D/L Capital Management
Connecticut
$696K +$323K +2,189 +76%
GFP
605
Gryphon Financial Partners
Ohio
$689K +$215K +1,457 +41%
FT
606
Fiduciary Trust
Massachusetts
$685K – – –
KA
607
Kovack Advisors
Florida
$680K -$42.4K -287 -5%
MMHP
608
Murphy Middleton Hinkle & Parker
Georgia
$680K -$4.87K -33 -0.7%
CCP
609
Corient Capital Partners
California
$674K – – –
BAG
610
Briggs Advisory Group
Rhode Island
$672K – – –
PA
611
Prism Advisors
California
$669K – – –
BDF
612
Balasa Dinverno & Foltz
$661K – – –
MLICM
613
Metropolitan Life Insurance Company (MetLife)
New York
$660K -$29.5K -200 -4%
SBH
614
Segall Bryant & Hamill
Illinois
$656K – – –
MA
615
MKT Advisors
California
$654K +$30.4K +206 +5%
CGFA
616
Colton Groome Financial Advisors
North Carolina
$652K -$30.6K -207 -4%
SFA
617
Source Financial Advisors
New York
$652K -$17.3K -117 -2%
GM
618
GeoWealth Management
Illinois
$651K -$17.1K -116 -2%
S
619
SignatureFD
Georgia
$648K -$5.46K -37 -0.8%
SFO
620
Stokes Family Office
Louisiana
$638K +$418K +2,829 +156%
FWTB
621
First Western Trust Bank
Colorado
$637K – – –
CAI
622
Capital Advisors Inc
Oklahoma
$634K – – –
PCS
623
Personal CFO Solutions
New Jersey
$630K -$17.1K -116 -2%
GWS
624
Glassman Wealth Services
Virginia
$629K – – –
VVP
625
Venture Visionary Partners
Ohio
$622K +$886 +6 +0.1%
23 24
25
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