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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
626
Covington Capital Management
California
$207K – – –
ONST
627
Old North State Trust
North Carolina
$207K – – –
CSPIA
628
Cary Street Partners Investment Advisory
Virginia
$207K +$209K +1,842 New
GIA
629
Guyasuta Investment Advisors
Pennsylvania
$207K +$209K +1,842 New
PWM
630
Provident Wealth Management
Tennessee
$206K +$95.6K +844 +86%
HCIA
631
Hochman Cole Investment Advisors
Illinois
$206K +$208K +1,836 New
TNB
632
TCF National Bank
South Dakota
$205K -$5.67K -50 -3%
MWM
633
Modera Wealth Management
New Jersey
$203K +$205K +1,805 New
RMCM
634
Reynders McVeigh Capital Management
Massachusetts
$202K +$204K +1,797 New
KF
635
Krilogy Financial
Missouri
$200K +$201K +1,777 New
ADL
636
Asset Dedication LLC
California
$199K +$9.97K +88 +5%
CP
637
Covenant Partners
Tennessee
$198K -$110K -974 -36%
RG
638
Retirement Group
California
$196K -$2.95K -26 -1%
SBSB
639
Sullivan, Bruyette, Speros & Blaney
Virginia
$195K +$9.41K +83 +5%
HCA
640
Heck Capital Advisors
Wisconsin
$192K -$3.06K -27 -2%
TFGT
641
TS Financial Group (TSFG)
Illinois
$186K +$113 +1 +0.1%
WOC
642
West Oak Capital
California
$179K -$11.3K -100 -6%
BFEC
643
Benjamin F. Edwards & Company
Missouri
$178K -$11.3K -100 -6%
GEA
644
Glen Eagle Advisors
New Jersey
$175K -$39.5K -349 -18%
BBHC
645
Brown Brothers Harriman & Co
New York
$174K -$258K -2,277 -59%
CFG
646
Capstone Financial Group
Oklahoma
$172K +$4.65K +41 +3%
MCM
647
Manchester Capital Management
Vermont
$169K -$44.1K -389 -21%
MMG
648
Monetary Management Group
Missouri
$169K – – –
BAMG
649
Brand Asset Management Group
Missouri
$168K – – –
HBT
650
Hills Bank & Trust
Iowa
$167K -$125K -1,100 -43%
24 25
26
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