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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
626
Gryphon Financial Partners
Ohio
$452K -$41.3K -277 -8%
PFBT
627
Parkside Financial Bank & Trust
Missouri
$449K – – –
JIC
628
Joel Isaacson & Co
New York
$448K – – –
KCA
629
Karn Couzens & Associates
Connecticut
$447K +$298 +2 +0.1%
SYBT
630
Stock Yards Bank & Trust
Kentucky
$446K – – –
TI
631
Truepoint Inc
Ohio
$444K – – –
AIP
632
Almanack Investment Partners
Pennsylvania
$441K +$452K +3,033 New
UIA
633
UBP Investment Advisors
Switzerland
$440K – – –
WTB
634
Washington Trust Bank
Washington
$429K – – –
WIA
635
World Investment Advisors
California
$428K -$680K -4,561 -61%
GGS
636
Galvin Gaustad & Stein
Arizona
$427K -$20.1K -135 -4%
OPW
637
Oxler Private Wealth
New York
$422K – – –
EC
638
Estate Counselors
Wisconsin
$421K -$29.8K -200 -6%
VC
639
Veracity Capital
Georgia
$419K – – –
4WM
640
4J Wealth Management
Virginia
$416K – – –
CA
641
Claro Advisors
Massachusetts
$415K – – –
RRWA
642
Rainey & Randall Wealth Advisors
Florida
$414K +$60.7K +407 +17%
IFWM
643
Institute for Wealth Management
Colorado
$412K -$10.9K -73 -3%
WJWM
644
Williams Jones Wealth Management
New York
$412K – – –
NAM
645
NorthCoast Asset Management
Connecticut
$412K +$66.5K +446 +19%
SDAM
646
Shulman DeMeo Asset Management
New York
$408K +$418K +2,803 New
TTWM
647
TCV Trust & Wealth Management
Virginia
$407K -$179K -1,200 -30%
DWM
648
Darwin Wealth Management
Florida
$407K -$2.38K -16 -0.6%
SWM
649
Stockman Wealth Management
Montana
$407K – – –
ACP
650
Arcus Capital Partners
Georgia
$404K – – –
24 25
26
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