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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ITB
701
Idaho Trust Bank
Idaho
$1.45M -$98.6K -491 -7%
PI
702
PFG Investments
New York
$1.44M -$11K -55 -0.8%
CAM
703
Close Asset Management
United Kingdom
$1.44M – – –
MAFA
704
MJT & Associates Financial Advisory
Minnesota
$1.43M -$98.4K -490 -7%
FWM
705
Fonville Wealth Management
Virginia
$1.43M -$34.1K -170 -2%
EWA
706
Emergent Wealth Advisors
New York
$1.42M +$67.1K +334 +5%
WEG
707
World Equity Group
Illinois
$1.42M +$367K +1,826 +36%
FPCG
708
Forum Private Client Group
Indiana
$1.42M +$222K +1,104 +19%
TCOT
709
Trust Company of Toledo
Ohio
$1.42M – – –
PWMG
710
Private Wealth Management Group
New Jersey
$1.41M – – –
AWA
711
Arete Wealth Advisors
Illinois
$1.4M +$43.2K +215 +3%
MAV
712
Mason & Associates (Virginia)
Virginia
$1.4M – – –
LC
713
LTG Capital
Massachusetts
$1.4M -$32.1K -160 -2%
GAM
714
Gotham Asset Management
New York
$1.39M – – –
SWA
715
SOA Wealth Advisors
New York
$1.39M -$33.5K -167 -2%
PTC
716
Private Trust Company
Ohio
$1.39M -$327K -1,628 -20%
AWA
717
Alta Wealth Advisors
Massachusetts
$1.39M -$24.1K -120 -2%
FC
718
Fairscale Capital
New Hampshire
$1.38M +$201 +1 +0%
PCA
719
Pallas Capital Advisors
Massachusetts
$1.38M +$82.3K +410 +7%
DSA
720
Davis Selected Advisers
Arizona
$1.37M -$877K -4,364 -40%
WPC
721
White Pine Capital
Minnesota
$1.36M -$41K -204 -3%
KWMG
722
King Wealth Management Group
Florida
$1.35M – – –
PCG
723
Prosperity Consulting Group
Maryland
$1.35M +$967K +4,814 +278%
RIL
724
Rothschild Investment LLC
Illinois
$1.35M +$3.82K +19 +0.3%
GG
725
Greenwood Gearhart
Arkansas
$1.34M +$34.3K +171 +3%
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