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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
726
Ascent Capital Management
Oregon
$1.23M +$1.28M +6,461 New
RIL
727
Rothschild Investment LLC
Illinois
$1.23M -$94.4K -476 -7%
CCM
728
Coldstream Capital Management
Washington
$1.23M -$174K -875 -12%
CFS
729
Commonwealth Financial Services
West Virginia
$1.23M +$60.3K +304 +5%
PTC
730
Private Trust Company
Ohio
$1.23M -$40.1K -202 -3%
WP
731
Westmount Partners
California
$1.23M +$3.97K +20 +0.3%
WH
732
Whitcomb & Hess
Ohio
$1.22M +$74K +373 +6%
AWP
733
Axis Wealth Partners
Rhode Island
$1.22M +$1.27M +6,383 New
BP
734
BBR Partners
New York
$1.21M – – –
AIA
735
Accelerate Investment Advisors
California
$1.21M +$303K +1,530 +32%
LWANC
736
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.2M +$427K +2,151 +52%
GS
737
GWN Securities
Florida
$1.2M +$1.21M +6,120 New
SWM
738
Sendero Wealth Management
Texas
$1.2M +$259K +1,304 +26%
CI
739
Conning Inc
Connecticut
$1.2M -$167K -843 -12%
SPI
740
Sutton Place Investors
New York
$1.19M +$41.3K +208 +3%
WP
741
WMS Partners
Maryland
$1.19M -$32.1K -162 -3%
SAM
742
Silvercrest Asset Management
New York
$1.18M -$19.8K -100 -2%
PAMG
743
Patton Albertson Miller Group
Tennessee
$1.18M -$150K -754 -11%
CG
744
Corundum Group
Colorado
$1.18M – – –
PIA
745
Perennial Investment Advisors
California
$1.17M +$12.3K +62 +1%
QCG
746
Quadrant Capital Group
Ohio
$1.17M -$336K -1,694 -22%
CC
747
Cadinha & Co
Hawaii
$1.16M +$2.58K +13 +0.2%
SFG
748
Sovereign Financial Group
Connecticut
$1.16M -$30.5K -154 -2%
PCA
749
Pallas Capital Advisors
Massachusetts
$1.15M -$2.18K -11 -0.2%
JIC
750
Joel Isaacson & Co
New York
$1.15M +$178K +897 +17%
28 29
30
31 32