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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
676
Argent Advisors
Louisiana
$1.22M -$29.3K -165 -2%
LA
677
Legacy Advisors
Pennsylvania
$1.21M +$44.4K +250 +4%
CA
678
Continuum Advisory
Idaho
$1.21M +$521K +2,929 +80%
BFEC
679
Benjamin F. Edwards & Company
Missouri
$1.2M +$883K +4,970 +339%
TCBWMS
680
Texas Capital Bank Wealth Management Services
Texas
$1.2M -$940K -5,290 -45%
CCM
681
Coldstream Capital Management
Washington
$1.19M +$238K +1,340 +27%
CC
682
Cadinha & Co
Hawaii
$1.19M +$711 +4 +0.1%
WP
683
Westmount Partners
California
$1.19M +$76.1K +428 +7%
BP
684
BBR Partners
New York
$1.19M – – –
CSPIA
685
Cary Street Partners Investment Advisory
Virginia
$1.18M +$35.9K +202 +3%
MBT
686
Montecito Bank & Trust
California
$1.17M -$198K -1,114 -15%
SC
687
Scotia Capital
Ontario, Canada
$1.16M +$253K +1,426 +30%
CWM
688
Connecticut Wealth Management
Connecticut
$1.16M -$476K -2,679 -30%
CG
689
Corundum Group
Colorado
$1.15M – – –
KWMG
690
King Wealth Management Group
Florida
$1.15M +$32.9K +185 +3%
FT
691
Fiduciary Trust
Massachusetts
$1.14M -$20.4K -115 -2%
CAC
692
Certified Advisory Corp
Florida
$1.14M +$120K +673 +12%
1CP
693
17 Capital Partners
Arizona
$1.14M +$244K +1,372 +29%
LWM
694
Lakeridge Wealth Management
Ohio
$1.14M +$243K +1,369 +29%
SDWMA
695
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.13M -$29.5K -166 -3%
DCM
696
Dimension Capital Management
Florida
$1.13M – – –
LC
697
Lindbrook Capital
California
$1.12M – – –
BIM
698
Bridges Investment Management
Nebraska
$1.12M – – –
WE
699
Wealth Effects
Massachusetts
$1.12M – – –
WPWM
700
Windward Private Wealth Management
Kansas
$1.11M -$9.78K -55 -0.9%
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