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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
726
Brinker Capital Investments
Pennsylvania
$401K +$122K +804 +46%
IRAG
727
Investment Research & Advisory Group
Georgia
$399K -$248K -1,634 -39%
FPGK
728
Financial Partners Group (Kansas)
Kansas
$399K -$1.98K -13 -0.5%
CSPIA
729
Cary Street Partners Investment Advisory
Virginia
$399K +$79.5K +523 +26%
EVM
730
Eaton Vance Management
Massachusetts
$398K – – –
PA
731
PFG Advisors
Arizona
$397K -$6.08K -40 -2%
GC
732
Gratus Capital
Georgia
$397K – – –
CA
733
CoreCap Advisors
Michigan
$396K +$384K +2,526 New
ZF
734
Zhang Financial
Michigan
$395K +$14.4K +95 +4%
SXL
735
Summit X LLC
Missouri
$393K +$15.5K +102 +4%
3LCM
736
3D/L Capital Management
Connecticut
$390K +$2.13K +14 +0.6%
DC
737
Davenport & Co
Virginia
$384K -$16K -105 -4%
FNBOSM
738
First National Bank of South Miami
Florida
$384K +$40.8K +268 +12%
VWM
739
Valley Wealth Managers
New Jersey
$383K +$4.87K +32 +1%
IFWM
740
Institute for Wealth Management
Colorado
$382K -$59.3K -390 -14%
BWM
741
Blossom Wealth Management
California
$381K +$50.3K +331 +16%
GA
742
Greenspring Advisors
Maryland
$377K +$366K +2,408 New
OIS
743
Okabena Investment Services
Minnesota
$376K +$365K +2,400 New
VAS
744
Vestmark Advisory Solutions
Massachusetts
$375K +$26.8K +176 +8%
EI
745
Ellevest Inc
New York
$375K +$169K +1,114 +87%
KA
746
Klingman & Associates
New York
$374K – – –
BFM
747
Boston Financial Management
Massachusetts
$373K – – –
CWM
748
Chesapeake Wealth Management
Virginia
$371K +$8.36K +55 +2%
HIIFS
749
Harel Insurance Investments & Financial Services
Israel
$370K – – –
PCMC
750
Private Capital Management (Colorado)
Colorado
$370K – – –
28 29
30
31 32