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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
601
Custos Family Office
Texas
$1.88M +$187K +943 +11%
TP
602
Tranquility Partners
Tennessee
$1.88M +$13.9K +70 +0.7%
NFP
603
NorthLanding Financial Partners
New York
$1.87M +$1.19K +6 +0.1%
RAS
604
RPS Advisory Solutions
Kentucky
$1.87M +$1.67M +8,399 +600%
QCM
605
Quantinno Capital Management
New York
$1.86M -$503K -2,534 -21%
S
606
Sachetta
Massachusetts
$1.86M +$28.4K +143 +1%
SI
607
Stephens Inc
Arkansas
$1.85M -$25K -126 -1%
GT
608
Glenmede Trust
Pennsylvania
$1.85M +$422K +2,130 +28%
WPW
609
Waldron Private Wealth
Pennsylvania
$1.85M – – –
BIG
610
Bush Investment Group
Georgia
$1.84M +$105K +529 +6%
DWA
611
Davis Wealth Advisors
New Hampshire
$1.84M +$1.91M +9,653 New
AFS
612
AFG Fiduciary Services
Massachusetts
$1.83M -$14.3K -72 -0.8%
BWP
613
Balboa Wealth Partners
Arizona
$1.83M +$1.67M +8,427 +718%
ANTB
614
AMG National Trust Bank
Colorado
$1.83M -$58.5K -295 -3%
MG
615
Mather Group
Illinois
$1.82M +$242K +1,221 +15%
SFA
616
Sequoia Financial Advisors
Ohio
$1.82M -$663K -3,343 -26%
LF
617
Lee Financial
Texas
$1.81M -$42.6K -215 -2%
TWM
618
Thrive Wealth Management
Pennsylvania
$1.8M +$1.87M +9,434 New
BWP
619
Bernardo Wealth Planning
Pennsylvania
$1.79M – – –
FF
620
Finley Financial
Nevada
$1.78M +$1.84M +9,255 New
KBFS
621
Kohmann Bosshard Financial Services
Ohio
$1.78M -$173K -870 -9%
PA
622
Pinnacle Associates
New York
$1.77M +$314K +1,585 +21%
PIMG
623
Patriot Investment Management Group
Tennessee
$1.77M – – –
IA
624
IFG Advisory
Georgia
$1.76M +$1.83M +9,245 New
AFG
625
Atomi Financial Group
New York
$1.76M +$1.47M +7,431 +412%
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