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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
676
Chilton Investment Company
Connecticut
$609K +$582K +3,780 New
TCA
677
Trifecta Capital Advisors
Illinois
$602K -$29.2K -190 -5%
NB
678
NBT Bank
New York
$597K – – –
CA
679
Continuum Advisory
Idaho
$595K – – –
SXL
680
Summit X LLC
Missouri
$592K +$80.6K +524 +17%
PMAM
681
Picton Mahoney Asset Management
Ontario, Canada
$591K – – –
ESB
682
Essex Savings Bank
Connecticut
$590K – – –
WFAG
683
Worth Financial Advisory Group
North Carolina
$587K -$5.23K -34 -0.9%
CFO
684
CVA Family Office
Colorado
$585K – – –
PVI
685
Pine Valley Investments
New Jersey
$583K +$12.9K +84 +2%
JFGIW
686
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$582K -$28.8K -187 -5%
AWA
687
ARQ Wealth Advisors
Arizona
$577K – – –
AHC
688
Anderson Hoagland & Co
Missouri
$575K – – –
CAM
689
Campion Asset Management
Virginia
$574K -$4.62K -30 -0.8%
BONH
690
Bank of New Hampshire
New Hampshire
$572K – – –
GCM
691
Gallacher Capital Management
Colorado
$571K – – –
CWM
692
C2C Wealth Management
Arizona
$569K – – –
LW
693
Linscomb Wealth
Texas
$567K -$33.5K -218 -6%
PCS
694
Personal CFO Solutions
New Jersey
$565K -$66.3K -431 -11%
AWA
695
Aaron Wealth Advisors
Illinois
$565K – – –
OSAM
696
O'Shaughnessy Asset Management
Connecticut
$563K +$47.7K +310 +10%
FPW
697
Flagship Private Wealth
Massachusetts
$561K – – –
NAM
698
NTV Asset Management
West Virginia
$560K -$53.8K -350 -9%
LWCFA
699
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$558K -$202K -1,315 -28%
LA
700
Lynch & Associates
Indiana
$557K -$17.4K -113 -3%
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