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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
676
Wilmington Savings Fund Society
Delaware
$383K – – –
CFA
677
CWS Financial Advisors
Michigan
$382K – – –
FT
678
Fiduciary Trust
Massachusetts
$379K -$9.87K -67 -3%
WTC
679
WhitTier Trust Company
Nevada
$379K – – –
EVM
680
Eaton Vance Management
Massachusetts
$376K – – –
GC
681
Gratus Capital
Georgia
$374K +$373K +2,533 New
IWP
682
Icon Wealth Partners
Texas
$374K +$373K +2,533 New
FWM
683
Filbrandt Wealth Management
Wisconsin
$369K – – –
RF
684
Rollins Financial
Georgia
$368K +$589 +4 +0.2%
FPGK
685
Financial Partners Group (Kansas)
Kansas
$367K +$589 +4 +0.2%
CFA
686
Carroll Financial Associates
North Carolina
$365K +$36.8K +250 +11%
IFA
687
Interactive Financial Advisors
Illinois
$361K -$60.1K -408 -14%
RRWA
688
Rainey & Randall Wealth Advisors
Florida
$361K +$1.62K +11 +0.5%
VWM
689
Valley Wealth Managers
New Jersey
$360K -$22.8K -155 -6%
ZF
690
Zhang Financial
Michigan
$358K -$298K -2,023 -45%
VWA
691
Visionary Wealth Advisors
Illinois
$358K +$8.84K +60 +3%
BWM
692
Blossom Wealth Management
California
$358K +$56.3K +382 +19%
MW
693
Marcum Wealth
Ohio
$357K -$13.8K -94 -4%
KA
694
Klingman & Associates
New York
$353K +$5.6K +38 +2%
NAM
695
NorthCoast Asset Management
Connecticut
$352K – – –
PCA
696
Personal Capital Advisors
California
$352K +$1.92K +13 +0.5%
BFM
697
Boston Financial Management
Massachusetts
$351K -$16.2K -110 -4%
BAIA
698
Bel Air Investment Advisors
California
$351K – – –
CCM
699
Cribstone Capital Management
Maine
$350K -$6.92K -47 -2%
CWM
700
Chesapeake Wealth Management
Virginia
$350K -$2.21K -15 -0.6%
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