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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
676
CWS Financial Advisors
Michigan
$382K – – –
FT
677
Fiduciary Trust
Massachusetts
$379K -$9.87K -67 -3%
WTC
678
WhitTier Trust Company
Nevada
$379K – – –
EVM
679
Eaton Vance Management
Massachusetts
$376K – – –
GC
680
Gratus Capital
Georgia
$374K +$373K +2,533 New
IWP
681
Icon Wealth Partners
Texas
$374K +$373K +2,533 New
FWM
682
Filbrandt Wealth Management
Wisconsin
$369K – – –
RF
683
Rollins Financial
Georgia
$368K +$589 +4 +0.2%
FPGK
684
Financial Partners Group (Kansas)
Kansas
$367K +$589 +4 +0.2%
CFA
685
Carroll Financial Associates
North Carolina
$365K +$36.8K +250 +11%
IFA
686
Interactive Financial Advisors
Illinois
$361K -$60.1K -408 -14%
RRWA
687
Rainey & Randall Wealth Advisors
Florida
$361K +$1.62K +11 +0.5%
VWM
688
Valley Wealth Managers
New Jersey
$360K -$22.8K -155 -6%
ZF
689
Zhang Financial
Michigan
$358K -$298K -2,023 -45%
VWA
690
Visionary Wealth Advisors
Illinois
$358K +$8.84K +60 +3%
BWM
691
Blossom Wealth Management
California
$358K +$56.3K +382 +19%
MW
692
Marcum Wealth
Ohio
$357K -$13.8K -94 -4%
KA
693
Klingman & Associates
New York
$353K +$5.6K +38 +2%
NAM
694
NorthCoast Asset Management
Connecticut
$352K – – –
PCA
695
Personal Capital Advisors
California
$352K +$1.92K +13 +0.5%
BFM
696
Boston Financial Management
Massachusetts
$351K -$16.2K -110 -4%
BAIA
697
Bel Air Investment Advisors
California
$351K – – –
CCM
698
Cribstone Capital Management
Maine
$350K -$6.92K -47 -2%
CWM
699
Chesapeake Wealth Management
Virginia
$350K -$2.21K -15 -0.6%
CAM
700
Close Asset Management
United Kingdom
$347K – – –
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