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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
676
Disciplined Investments
Oklahoma
$616K -$221K -1,437 -27%
SWM
677
Sendero Wealth Management
Texas
$615K +$587K +3,818 New
CIC
678
Chilton Investment Company
Connecticut
$609K +$582K +3,780 New
TCA
679
Trifecta Capital Advisors
Illinois
$602K -$29.2K -190 -5%
NB
680
NBT Bank
New York
$597K – – –
CA
681
Continuum Advisory
Idaho
$595K – – –
SXL
682
Summit X LLC
Missouri
$592K +$80.6K +524 +17%
PMAM
683
Picton Mahoney Asset Management
Ontario, Canada
$591K – – –
ESB
684
Essex Savings Bank
Connecticut
$590K – – –
WFAG
685
Worth Financial Advisory Group
North Carolina
$587K -$5.23K -34 -0.9%
CFO
686
CVA Family Office
Colorado
$585K – – –
PVI
687
Pine Valley Investments
New Jersey
$583K +$12.9K +84 +2%
JFGIW
688
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$582K -$28.8K -187 -5%
AWA
689
ARQ Wealth Advisors
Arizona
$577K – – –
AHC
690
Anderson Hoagland & Co
Missouri
$575K – – –
CAM
691
Campion Asset Management
Virginia
$574K -$4.62K -30 -0.8%
BONH
692
Bank of New Hampshire
New Hampshire
$572K – – –
GCM
693
Gallacher Capital Management
Colorado
$571K – – –
CWM
694
C2C Wealth Management
Arizona
$569K – – –
LW
695
Linscomb Wealth
Texas
$567K -$33.5K -218 -6%
PCS
696
Personal CFO Solutions
New Jersey
$565K -$66.3K -431 -11%
AWA
697
Aaron Wealth Advisors
Illinois
$565K – – –
OSAM
698
O'Shaughnessy Asset Management
Connecticut
$563K +$47.7K +310 +10%
FPW
699
Flagship Private Wealth
Massachusetts
$561K – – –
NAM
700
NTV Asset Management
West Virginia
$560K -$53.8K -350 -9%
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