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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
626
Evanson Asset Management
California
$967K +$804 +5 +0.1%
FCB
627
First County Bank
Connecticut
$965K -$57.9K -360 -6%
MFA
628
Mayflower Financial Advisors
Massachusetts
$964K -$60.3K -375 -6%
LPAM
629
Lodestar Private Asset Management
California
$963K +$2.57K +16 +0.3%
EK
630
Evensky & Katz
Florida
$959K -$2.57K -16 -0.3%
MCCA
631
Mill Creek Capital Advisors
Pennsylvania
$957K – – –
FPCG
632
Forum Private Client Group
Indiana
$957K +$885K +5,504 New
CPW
633
Catalyst Private Wealth
California
$957K – – –
1SB
634
1ST Source Bank
Indiana
$953K +$46.6K +290 +6%
NWMG
635
National Wealth Management Group
Ohio
$950K -$171K -1,061 -16%
CAC
636
Certified Advisory Corp
Florida
$947K +$15.6K +97 +2%
ACIM
637
Azimuth Capital Investment Management
Michigan
$945K -$60.1K -374 -6%
YCM
638
Yousif Capital Management
Michigan
$940K +$412K +2,565 +90%
LCGC
639
Legacy Capital Group California
California
$939K -$837K -5,210 -49%
AF
640
Apexium Financial
Texas
$934K +$864K +5,373 New
BCI
641
Brinker Capital Investments
Pennsylvania
$933K -$300K -1,869 -26%
OPS
642
Orion Portfolio Solutions
Nebraska
$933K -$300K -1,869 -26%
PAMG
643
Patton Albertson Miller Group
Tennessee
$931K – – –
MWA
644
Monograph Wealth Advisors
California
$924K +$161 +1 +0%
CP
645
Canopy Partners
Ohio
$921K +$851K +5,296 New
DIA
646
Dean Investment Associates
Ohio
$917K +$847K +5,272 New
BFAG
647
Blackston Financial Advisory Group
Florida
$890K +$822K +5,116 New
TWM
648
Thrive Wealth Management
Pennsylvania
$887K -$566K -3,523 -41%
SWM
649
Sendero Wealth Management
Texas
$882K +$202K +1,255 +33%
SAM
650
Summit Asset Management
Tennessee
$882K -$14.5K -90 -2%
24 25
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