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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
626
Parkside Financial Bank & Trust
Missouri
$449K – – –
JIC
627
Joel Isaacson & Co
New York
$448K – – –
KCA
628
Karn Couzens & Associates
Connecticut
$447K +$298 +2 +0.1%
SYBT
629
Stock Yards Bank & Trust
Kentucky
$446K – – –
TI
630
Truepoint Inc
Ohio
$444K – – –
AIP
631
Almanack Investment Partners
Pennsylvania
$441K +$452K +3,033 New
UIA
632
UBP Investment Advisors
Switzerland
$440K – – –
WTB
633
Washington Trust Bank
Washington
$429K – – –
WIA
634
World Investment Advisors
California
$428K -$680K -4,561 -61%
GGS
635
Galvin Gaustad & Stein
Arizona
$427K -$20.1K -135 -4%
OPW
636
Oxler Private Wealth
New York
$422K – – –
EC
637
Estate Counselors
Wisconsin
$421K -$29.8K -200 -6%
VC
638
Veracity Capital
Georgia
$419K – – –
4WM
639
4J Wealth Management
Virginia
$416K – – –
CA
640
Claro Advisors
Massachusetts
$415K – – –
RRWA
641
Rainey & Randall Wealth Advisors
Florida
$414K +$60.7K +407 +17%
IFWM
642
Institute for Wealth Management
Colorado
$412K -$10.9K -73 -3%
WJWM
643
Williams Jones Wealth Management
New York
$412K – – –
NAM
644
NorthCoast Asset Management
Connecticut
$412K +$66.5K +446 +19%
SDAM
645
Shulman DeMeo Asset Management
New York
$408K +$418K +2,803 New
TTWM
646
TCV Trust & Wealth Management
Virginia
$407K -$179K -1,200 -30%
DWM
647
Darwin Wealth Management
Florida
$407K -$2.38K -16 -0.6%
SWM
648
Stockman Wealth Management
Montana
$407K – – –
ACP
649
Arcus Capital Partners
Georgia
$404K – – –
AI
650
AXS Investments
New York
$404K +$414K +2,780 New
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26
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