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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
651
Forum Financial Management
Illinois
$1.57M -$53.4K -276 -3%
PSA
652
Plum Street Advisors
Louisiana
$1.56M -$26.9K -139 -2%
AF
653
Advisornet Financial
Minnesota
$1.56M +$157K +810 +11%
EFS
654
Essex Financial Services
Connecticut
$1.55M -$159K -824 -9%
WFA
655
Woodward Financial Advisors
North Carolina
$1.55M – – –
KFAA
656
Klaas Financial Asset Advisors
Illinois
$1.55M -$1.16K -6 -0.1%
JSW
657
Journey Strategic Wealth
New Jersey
$1.55M +$147K +762 +10%
RWM
658
Rialto Wealth Management
New York
$1.55M +$10.4K +54 +0.7%
GT
659
Glenmede Trust
Pennsylvania
$1.55M -$301K -1,556 -16%
SFG
660
Sovereign Financial Group
Connecticut
$1.54M +$387K +1,999 +33%
RIM
661
Redwood Investment Management
Arizona
$1.54M +$93.8K +485 +6%
FFA
662
First Foundation Advisors
California
$1.53M +$448K +2,314 +40%
FMII
663
Farmers & Merchants Investments Inc
Nebraska
$1.53M -$5.03K -26 -0.3%
BWA
664
BCU Wealth Advisors
Illinois
$1.53M +$254K +1,312 +20%
HBW
665
Hazlett, Burt & Watson
West Virginia
$1.52M +$143K +739 +10%
MHC
666
May Hill Capital
Massachusetts
$1.51M +$1.08M +5,560 +234%
BP
667
Ballentine Partners
Massachusetts
$1.5M -$98.3K -508 -6%
PTC
668
Private Trust Company
Ohio
$1.5M +$275K +1,419 +22%
TC
669
Trilogy Capital
California
$1.49M -$10.6K -55 -0.7%
TIA
670
Tiemann Investment Advisors
California
$1.48M -$11.8K -61 -0.8%
WTC
671
WhitTier Trust Company
Nevada
$1.48M +$749K +3,872 +100%
MWA
672
Merkkuri Wealth Advisors
New York
$1.47M +$560K +2,893 +60%
WPC
673
White Pine Capital
Minnesota
$1.47M -$6.77K -35 -0.5%
RW
674
Regimen Wealth
Georgia
$1.47M -$13.4K -69 -0.9%
CIR
675
Clear Investment Research
Georgia
$1.44M +$1.74K +9 +0.1%
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