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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
701
Eldridge Investment Advisors
New Hampshire
$1.79M – – –
RWM
702
Rialto Wealth Management
New York
$1.79M -$5.58K -25 -0.3%
PIA
703
Perennial Investment Advisors
California
$1.77M -$25.5K -114 -1%
CSPIA
704
Cary Street Partners Investment Advisory
Virginia
$1.77M +$40.9K +183 +2%
FI
705
FWG Investments
Kentucky
$1.77M -$292K -1,308 -14%
FMTC
706
Farmers & Merchants Trust Company
California
$1.77M +$99.4K +445 +6%
VR
707
Vision Retirement
New Jersey
$1.76M +$168K +753 +11%
EPM
708
Elm Partners Management
Pennsylvania
$1.76M -$14.7K -66 -0.8%
PA
709
Pinnacle Associates
New York
$1.76M -$5.14K -23 -0.3%
GM
710
GeoWealth Management
Illinois
$1.75M -$116K -521 -6%
NAM
711
NorthCrest Asset Manangement
Minnesota
$1.75M – – –
SGFG
712
Silver Grove Financial Group
New York
$1.75M +$70.1K +314 +4%
FFM
713
Forum Financial Management
Illinois
$1.75M -$206K -924 -11%
PFA
714
Professional Financial Advisors
Nebraska
$1.72M +$21.7K +97 +1%
GT
715
Glenview Trust
Kentucky
$1.72M -$435K -1,946 -20%
HIA
716
HTG Investment Advisors
Connecticut
$1.72M -$32.2K -144 -2%
AFW
717
Avantra Family Wealth
Pennsylvania
$1.72M +$156K +700 +10%
AWMNH
718
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.71M +$616K +2,757 +57%
BFS
719
Burkett Financial Services
South Carolina
$1.71M -$75.9K -340 -4%
AF
720
Amara Financial
California
$1.71M +$5.14K +23 +0.3%
TWA
721
Talisman Wealth Advisors
New Jersey
$1.71M +$176K +789 +12%
TCM
722
Traub Capital Management
Massachusetts
$1.71M -$15.6K -70 -0.9%
OFG
723
Oxford Financial Group
Indiana
$1.71M – – –
AC
724
AWM Capital
Arizona
$1.7M +$30.4K +136 +2%
KFAA
725
Klaas Financial Asset Advisors
Illinois
$1.69M -$48.9K -219 -3%
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