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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
701
Wealth Effects
Massachusetts
$1.12M – – –
WPWM
702
Windward Private Wealth Management
Kansas
$1.11M -$9.78K -55 -0.9%
WH
703
Whitcomb & Hess
Ohio
$1.11M -$114K -643 -10%
RCM
704
Raleigh Capital Management
North Carolina
$1.11M +$916K +5,153 +673%
BFG
705
Beacon Financial Group
Texas
$1.11M -$4.79M -26,969 -82%
BBNA
706
Bremer Bank National Association
Minnesota
$1.09M +$1.03M +5,816 New
CD
707
Chapin Davis
Maryland
$1.09M -$397K -2,233 -28%
TFO
708
Tarbox Family Office
California
$1.08M -$8.71K -49 -0.8%
PPW
709
PACK Private Wealth
Minnesota
$1.06M – – –
LPAM
710
Lodestar Private Asset Management
California
$1.06M +$22.8K +128 +2%
BFO
711
Boston Family Office
Massachusetts
$1.05M – – –
JSW
712
Journey Strategic Wealth
New Jersey
$1.05M +$316K +1,775 +46%
FPCG
713
Forum Private Client Group
Indiana
$1.05M +$19.6K +110 +2%
EAM
714
Evanson Asset Management
California
$1.04M +$355 +2 +0%
CCB
715
Country Club Bank
Missouri
$1.04M -$1.78K -10 -0.2%
FCB
716
First County Bank
Connecticut
$1.04M – – –
EK
717
Evensky & Katz
Florida
$1.03M – – –
WS
718
Wedbush Securities
California
$1.02M -$38K -214 -4%
MCCA
719
Mill Creek Capital Advisors
Pennsylvania
$1.01M -$18K -101 -2%
1SB
720
1ST Source Bank
Indiana
$1.01M -$17.2K -97 -2%
ACIM
721
Azimuth Capital Investment Management
Michigan
$1M -$12.3K -69 -1%
MWA
722
Monograph Wealth Advisors
California
$993K – – –
PTC
723
Private Trust Company
Ohio
$992K +$411K +2,311 +77%
CP
724
Canopy Partners
Ohio
$989K – – –
NWMG
725
National Wealth Management Group
Ohio
$988K -$30.9K -174 -3%
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