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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
651
Brown Brothers Harriman & Co
New York
$501K +$992 +7 +0.2%
AWA
652
Arkadios Wealth Advisors
Georgia
$501K +$1.84K +13 +0.3%
ESB
653
Essex Savings Bank
Connecticut
$500K – – –
CWP
654
Corepath Wealth Partners
Arizona
$499K +$2.69K +19 +0.5%
CPO
655
Cerity Partners OCIO
New York
$498K – – –
NAM
656
NTV Asset Management
West Virginia
$492K – – –
MLICM
657
Metropolitan Life Insurance Company (MetLife)
New York
$476K -$156K -1,100 -23%
OPS
658
Orion Portfolio Solutions
Nebraska
$473K +$25.6K +181 +5%
CWM
659
C2C Wealth Management
Arizona
$471K – – –
LW
660
Linscomb Wealth
Texas
$467K +$6.8K +48 +1%
GM
661
Granger Management
New York
$463K – – –
PMAM
662
Picton Mahoney Asset Management
Ontario, Canada
$463K – – –
AWA
663
ARQ Wealth Advisors
Arizona
$460K – – –
F
664
F3Logic
Minnesota
$459K -$281K -1,986 -36%
LTI
665
Laffer Tengler Investments
Tennessee
$458K – – –
AHC
666
Anderson Hoagland & Co
Missouri
$458K -$283 -2 -0.1%
IA
667
Insight Advisors
Pennsylvania
$457K -$25.8K -182 -5%
CIA
668
Choate Investment Advisors
Massachusetts
$456K – – –
LSA
669
L & S Advisors
California
$456K +$36.1K +255 +8%
CIC
670
Carnegie Investment Counsel
Ohio
$453K +$67.7K +478 +16%
BTWM
671
Baker Tilly Wealth Management
Wisconsin
$449K – – –
FPW
672
Flagship Private Wealth
Massachusetts
$448K – – –
DAS
673
Dynamic Advisor Solutions
Arizona
$446K +$4.39K +31 +0.9%
CPA
674
Cardiff Park Advisors
California
$444K – – –
FNBTCON
675
First National Bank & Trust Co of Newtown
Pennsylvania
$443K – – –
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