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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
601
Boston Family Office
Massachusetts
$699K – – –
3LCM
602
3D/L Capital Management
Connecticut
$696K +$323K +2,189 +76%
GFP
603
Gryphon Financial Partners
Ohio
$689K +$215K +1,457 +41%
FT
604
Fiduciary Trust
Massachusetts
$685K – – –
KA
605
Kovack Advisors
Florida
$680K -$42.4K -287 -5%
MMHP
606
Murphy Middleton Hinkle & Parker
Georgia
$680K -$4.87K -33 -0.7%
CCP
607
Corient Capital Partners
California
$674K – – –
BAG
608
Briggs Advisory Group
Rhode Island
$672K – – –
PA
609
Prism Advisors
California
$669K – – –
BDF
610
Balasa Dinverno & Foltz
$661K – – –
MLICM
611
Metropolitan Life Insurance Company (MetLife)
New York
$660K -$29.5K -200 -4%
SBH
612
Segall Bryant & Hamill
Illinois
$656K – – –
MA
613
MKT Advisors
California
$654K +$30.4K +206 +5%
CGFA
614
Colton Groome Financial Advisors
North Carolina
$652K -$30.6K -207 -4%
SFA
615
Source Financial Advisors
New York
$652K -$17.3K -117 -2%
GM
616
GeoWealth Management
Illinois
$651K -$17.1K -116 -2%
S
617
SignatureFD
Georgia
$648K -$5.46K -37 -0.8%
SFO
618
Stokes Family Office
Louisiana
$638K +$418K +2,829 +156%
FWTB
619
First Western Trust Bank
Colorado
$637K – – –
CAI
620
Capital Advisors Inc
Oklahoma
$634K – – –
PCS
621
Personal CFO Solutions
New Jersey
$630K -$17.1K -116 -2%
GWS
622
Glassman Wealth Services
Virginia
$629K – – –
VVP
623
Venture Visionary Partners
Ohio
$622K +$886 +6 +0.1%
ZCA
624
Zeke Capital Advisors
Pennsylvania
$620K – – –
OWA
625
One Wealth Advisors
California
$619K +$472K +3,199 +246%
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