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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
651
Private Wealth Management Group
New Jersey
$1.35M -$71.1K -400 -5%
GT
652
Glenmede Trust
Pennsylvania
$1.33M – – –
SYBT
653
Stock Yards Bank & Trust
Kentucky
$1.33M – – –
DIP
654
DT Investment Partners
Pennsylvania
$1.33M +$640K +3,600 +103%
IAIM
655
International Assets Investment Management
Florida
$1.32M +$123K +692 +11%
DPI
656
Diversified Portfolios Inc
Michigan
$1.32M -$24.2K -136 -2%
SAM
657
Silvercrest Asset Management
New York
$1.32M -$107K -600 -8%
CIR
658
Clear Investment Research
Georgia
$1.31M -$18.5K -104 -1%
WPW
659
Watershed Private Wealth
Illinois
$1.31M -$5.69M -32,023 -82%
JIP
660
Jaffetilchin Investment Partners
Florida
$1.3M +$3.2K +18 +0.3%
CAM
661
Close Asset Management
United Kingdom
$1.3M – – –
HNWA
662
Henrickson Nauta Wealth Advisors
Michigan
$1.29M +$20.8K +117 +2%
ICP
663
Interchange Capital Partners
Pennsylvania
$1.29M +$1.22M +6,861 New
WPC
664
Wedmont Private Capital
Pennsylvania
$1.28M +$1.42K +8 +0.1%
SF
665
Summit Financial
New Jersey
$1.28M -$102K -576 -8%
RIL
666
Rothschild Investment LLC
Illinois
$1.27M +$4.09K +23 +0.3%
SAM
667
Smithbridge Asset Management
Pennsylvania
$1.26M -$4.44K -25 -0.4%
PCA
668
Pallas Capital Advisors
Massachusetts
$1.25M +$137K +772 +13%
BWP
669
Balboa Wealth Partners
Arizona
$1.25M +$12.8K +72 +1%
CGA
670
Crescent Grove Advisors
Illinois
$1.25M -$330K -1,858 -22%
RIM
671
Redwood Investment Management
Arizona
$1.25M +$1.19M +6,688 New
WOC
672
West Oak Capital
California
$1.23M -$38.6K -217 -3%
WP
673
WMS Partners
Maryland
$1.23M -$113K -635 -9%
HNB
674
Hilltop National Bank
Wyoming
$1.22M +$1.16M +6,539 New
IWM
675
Iams Wealth Management
Nebraska
$1.22M -$19.2K -108 -2%
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