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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
726
International Assets Investment Management
Florida
$1.24M -$42K -212 -3%
LIA
727
LifePlan Investment Advisors
North Carolina
$1.24M +$117K +590 +10%
LA
728
Legacy Advisors
Pennsylvania
$1.24M – – –
ACM
729
Ascent Capital Management
Oregon
$1.23M +$1.28M +6,461 New
RIL
730
Rothschild Investment LLC
Illinois
$1.23M -$94.4K -476 -7%
CCM
731
Coldstream Capital Management
Washington
$1.23M -$174K -875 -12%
CFS
732
Commonwealth Financial Services
West Virginia
$1.23M +$60.3K +304 +5%
PTC
733
Private Trust Company
Ohio
$1.23M -$40.1K -202 -3%
WP
734
Westmount Partners
California
$1.23M +$3.97K +20 +0.3%
WH
735
Whitcomb & Hess
Ohio
$1.22M +$74K +373 +6%
AWP
736
Axis Wealth Partners
Rhode Island
$1.22M +$1.27M +6,383 New
BP
737
BBR Partners
New York
$1.21M – – –
AIA
738
Accelerate Investment Advisors
California
$1.21M +$303K +1,530 +32%
LWANC
739
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.2M +$427K +2,151 +52%
GS
740
GWN Securities
Florida
$1.2M +$1.21M +6,120 New
SWM
741
Sendero Wealth Management
Texas
$1.2M +$259K +1,304 +26%
CI
742
Conning Inc
Connecticut
$1.2M -$167K -843 -12%
SPI
743
Sutton Place Investors
New York
$1.19M +$41.3K +208 +3%
WP
744
WMS Partners
Maryland
$1.19M -$32.1K -162 -3%
SAM
745
Silvercrest Asset Management
New York
$1.18M -$19.8K -100 -2%
PAMG
746
Patton Albertson Miller Group
Tennessee
$1.18M -$150K -754 -11%
CG
747
Corundum Group
Colorado
$1.18M – – –
PIA
748
Perennial Investment Advisors
California
$1.17M +$12.3K +62 +1%
QCG
749
Quadrant Capital Group
Ohio
$1.17M -$336K -1,694 -22%
CC
750
Cadinha & Co
Hawaii
$1.16M +$2.58K +13 +0.2%
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