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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
676
Glenmede Trust
Pennsylvania
$1.94M +$19.7K +88 +1%
WTC
677
WhitTier Trust Company
Nevada
$1.93M +$447 +2 +0%
PI
678
PFG Investments
New York
$1.93M +$126K +564 +7%
PA
679
Perennial Advisors
New York
$1.92M +$1.11M +4,988 +143%
OWM
680
Orgel Wealth Management
Wisconsin
$1.92M +$1.89M +8,443 New
WPC
681
White Pine Capital
Minnesota
$1.91M +$88.2K +395 +5%
WAP
682
Wealthcare Advisory Partners
Pennsylvania
$1.91M -$304K -1,361 -14%
FPCG
683
Forum Private Client Group
Indiana
$1.9M +$78K +349 +4%
TIA
684
Tiemann Investment Advisors
California
$1.9M -$27.9K -125 -1%
HSA
685
HBK Sorce Advisory
Pennsylvania
$1.89M -$197K -880 -10%
EAM
686
Empirical Asset Management
Massachusetts
$1.88M -$121K -542 -6%
DWS
687
Discipline Wealth Solutions
South Carolina
$1.86M -$46.9K -210 -2%
PSA
688
Plum Street Advisors
Louisiana
$1.86M – – –
BWM
689
Braeburn Wealth Management
Michigan
$1.86M – – –
JIC
690
Joel Isaacson & Co
New York
$1.85M +$68.8K +308 +4%
SFPG
691
Stonebridge Financial Planning Group
Florida
$1.85M +$7.59K +34 +0.4%
HH
692
Hilltop Holdings
Texas
$1.85M +$44.9K +201 +3%
MKW
693
Mullaney, Keating & Wright
Connecticut
$1.85M -$34K -152 -2%
IWC
694
Infinity Wealth Counsel
Ohio
$1.84M – – –
RG
695
Rathbones Group
United Kingdom
$1.84M – – –
WFA
696
Woodward Financial Advisors
North Carolina
$1.83M +$1.8M +8,072 New
HFS
697
Hopwood Financial Services
Virginia
$1.83M – – –
TC
698
Trilogy Capital
California
$1.81M -$38K -170 -2%
TCWA
699
Turtle Creek Wealth Advisors
Texas
$1.81M +$80.2K +359 +5%
TH
700
TCTC Holdings
Texas
$1.79M +$356K +1,593 +25%
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