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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
651
Plante Moran Financial Advisors
Michigan
$507K +$488K +3,444 +687%
SIG
652
Stonegate Investment Group
Alabama
$506K +$69.7K +492 +14%
BBHC
653
Brown Brothers Harriman & Co
New York
$501K +$992 +7 +0.2%
AWA
654
Arkadios Wealth Advisors
Georgia
$501K +$1.84K +13 +0.3%
ESB
655
Essex Savings Bank
Connecticut
$500K – – –
CWP
656
Corepath Wealth Partners
Arizona
$499K +$2.69K +19 +0.5%
CPO
657
Cerity Partners OCIO
New York
$498K – – –
NAM
658
NTV Asset Management
West Virginia
$492K – – –
MLICM
659
Metropolitan Life Insurance Company (MetLife)
New York
$476K -$156K -1,100 -23%
OPS
660
Orion Portfolio Solutions
Nebraska
$473K +$25.6K +181 +5%
CWM
661
C2C Wealth Management
Arizona
$471K – – –
LW
662
Linscomb Wealth
Texas
$467K +$6.8K +48 +1%
GM
663
Granger Management
New York
$463K – – –
PMAM
664
Picton Mahoney Asset Management
Ontario, Canada
$463K – – –
AWA
665
ARQ Wealth Advisors
Arizona
$460K – – –
F
666
F3Logic
Minnesota
$459K -$281K -1,986 -36%
LTI
667
Laffer Tengler Investments
Tennessee
$458K – – –
AHC
668
Anderson Hoagland & Co
Missouri
$458K -$283 -2 -0.1%
IA
669
Insight Advisors
Pennsylvania
$457K -$25.8K -182 -5%
CIA
670
Choate Investment Advisors
Massachusetts
$456K – – –
LSA
671
L & S Advisors
California
$456K +$36.1K +255 +8%
CIC
672
Carnegie Investment Counsel
Ohio
$453K +$67.7K +478 +16%
BTWM
673
Baker Tilly Wealth Management
Wisconsin
$449K – – –
FPW
674
Flagship Private Wealth
Massachusetts
$448K – – –
DAS
675
Dynamic Advisor Solutions
Arizona
$446K +$4.39K +31 +0.9%
25 26
27
28 29