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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
676
Empirical Asset Management
Massachusetts
$1.88M +$53.2K +254 +3%
FF
677
Finley Financial
Nevada
$1.87M -$52.4K -250 -3%
FFM
678
Forum Financial Management
Illinois
$1.87M +$88K +420 +5%
TFG
679
Taylor Financial Group
Virginia
$1.85M – – –
PA
680
Procyon Advisors
Connecticut
$1.85M +$40.9K +195 +2%
HKIMG
681
Hutchens & Kramer Investment Management Group
Indiana
$1.85M +$314K +1,496 +21%
SQA
682
Simon Quick Advisors
New Jersey
$1.85M -$459K -2,189 -20%
GM
683
GeoWealth Management
Illinois
$1.85M -$2.64M -12,585 -59%
MKW
684
Mullaney, Keating & Wright
Connecticut
$1.84M -$393K -1,874 -18%
RIS
685
Richmond Investment Services
Wisconsin
$1.83M +$513K +2,447 +39%
SEIA
686
Signature Estate & Investment Advisors
California
$1.83M +$693K +3,309 +62%
CCG
687
Catalina Capital Group
California
$1.81M +$582K +2,778 +48%
WTC
688
WhitTier Trust Company
Nevada
$1.81M – – –
RB
689
Renasant Bank
Mississippi
$1.81M -$41.9K -200 -2%
TIA
690
Tiemann Investment Advisors
California
$1.81M +$40.7K +194 +2%
BWM
691
BigSur Wealth Management
Florida
$1.8M – – –
AF
692
Advisornet Financial
Minnesota
$1.8M +$67.1K +320 +4%
CFS
693
CRA Financial Services
New Jersey
$1.79M +$34.2K +163 +2%
B
694
Bailard
California
$1.79M -$140K -669 -7%
HFS
695
Heritage Financial Services
Massachusetts
$1.78M – – –
DW
696
Durante & Waters
New York
$1.77M -$925K -4,413 -35%
BWM
697
Braeburn Wealth Management
Michigan
$1.75M +$1.73M +8,274 New
PA
698
Pinnacle Associates
New York
$1.74M +$7.96K +38 +0.5%
GT
699
Glenmede Trust
Pennsylvania
$1.74M +$1.72M +8,218 New
PSA
700
Plum Street Advisors
Louisiana
$1.74M -$1.89K -9 -0.1%
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