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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
601
Tranquility Partners
Tennessee
$1.88M +$13.9K +70 +0.7%
NFP
602
NorthLanding Financial Partners
New York
$1.87M +$1.19K +6 +0.1%
RAS
603
RPS Advisory Solutions
Kentucky
$1.87M +$1.67M +8,399 +600%
QCM
604
Quantinno Capital Management
New York
$1.86M -$503K -2,534 -21%
S
605
Sachetta
Massachusetts
$1.86M +$28.4K +143 +1%
SI
606
Stephens Inc
Arkansas
$1.85M -$25K -126 -1%
GT
607
Glenmede Trust
Pennsylvania
$1.85M +$422K +2,130 +28%
WPW
608
Waldron Private Wealth
Pennsylvania
$1.85M – – –
BIG
609
Bush Investment Group
Georgia
$1.84M +$105K +529 +6%
AFS
610
AFG Fiduciary Services
Massachusetts
$1.83M -$14.3K -72 -0.8%
BWP
611
Balboa Wealth Partners
Arizona
$1.83M +$1.67M +8,427 +718%
ANTB
612
AMG National Trust Bank
Colorado
$1.83M -$58.5K -295 -3%
MG
613
Mather Group
Illinois
$1.82M +$242K +1,221 +15%
SFA
614
Sequoia Financial Advisors
Ohio
$1.82M -$663K -3,343 -26%
LF
615
Lee Financial
Texas
$1.81M -$42.6K -215 -2%
TWM
616
Thrive Wealth Management
Pennsylvania
$1.8M +$1.87M +9,434 New
BWP
617
Bernardo Wealth Planning
Pennsylvania
$1.79M – – –
FF
618
Finley Financial
Nevada
$1.78M +$1.84M +9,255 New
KBFS
619
Kohmann Bosshard Financial Services
Ohio
$1.78M -$173K -870 -9%
PA
620
Pinnacle Associates
New York
$1.77M +$314K +1,585 +21%
PIMG
621
Patriot Investment Management Group
Tennessee
$1.77M – – –
IA
622
IFG Advisory
Georgia
$1.76M +$1.83M +9,245 New
AFG
623
Atomi Financial Group
New York
$1.76M +$1.47M +7,431 +412%
IWM
624
Iams Wealth Management
Nebraska
$1.76M +$150K +758 +9%
GT
625
Glenview Trust
Kentucky
$1.75M – – –
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