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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
651
Essex Financial Services
Connecticut
$1.55M -$159K -824 -9%
KFAA
652
Klaas Financial Asset Advisors
Illinois
$1.55M -$1.16K -6 -0.1%
JSW
653
Journey Strategic Wealth
New Jersey
$1.55M +$147K +762 +10%
RWM
654
Rialto Wealth Management
New York
$1.55M +$10.4K +54 +0.7%
GT
655
Glenmede Trust
Pennsylvania
$1.55M -$301K -1,556 -16%
SFG
656
Sovereign Financial Group
Connecticut
$1.54M +$387K +1,999 +33%
RIM
657
Redwood Investment Management
Arizona
$1.54M +$93.8K +485 +6%
FFA
658
First Foundation Advisors
California
$1.53M +$448K +2,314 +40%
FMII
659
Farmers & Merchants Investments Inc
Nebraska
$1.53M -$5.03K -26 -0.3%
BWA
660
BCU Wealth Advisors
Illinois
$1.53M +$254K +1,312 +20%
HBW
661
Hazlett, Burt & Watson
West Virginia
$1.52M +$143K +739 +10%
MHC
662
May Hill Capital
Massachusetts
$1.51M +$1.08M +5,560 +234%
BP
663
Ballentine Partners
Massachusetts
$1.5M -$98.3K -508 -6%
PTC
664
Private Trust Company
Ohio
$1.5M +$275K +1,419 +22%
TC
665
Trilogy Capital
California
$1.49M -$10.6K -55 -0.7%
TIA
666
Tiemann Investment Advisors
California
$1.48M -$11.8K -61 -0.8%
WTC
667
WhitTier Trust Company
Nevada
$1.48M +$749K +3,872 +100%
MWA
668
Merkkuri Wealth Advisors
New York
$1.47M +$560K +2,893 +60%
WPC
669
White Pine Capital
Minnesota
$1.47M -$6.77K -35 -0.5%
RW
670
Regimen Wealth
Georgia
$1.47M -$13.4K -69 -0.9%
CIR
671
Clear Investment Research
Georgia
$1.44M +$1.74K +9 +0.1%
APP
672
Avantax Planning Partners
Iowa
$1.44M -$60.8K -314 -4%
MFT
673
Moisand Fitzgerald Tamayo
Florida
$1.44M -$56.5K -292 -4%
MCCA
674
Mill Creek Capital Advisors
Pennsylvania
$1.43M -$8.51K -44 -0.6%
AC
675
AWM Capital
Arizona
$1.42M – – –
25 26
27
28 29