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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
776
Silvercrest Asset Management
New York
$1.08M -$93.1K -500 -8%
EAMA
777
EFG Asset Management (Americas)
Florida
$1.08M +$105K +565 +11%
BP
778
Ballentine Partners
Massachusetts
$1.08M -$440K -2,363 -30%
SFA
779
Semmax Financial Advisors
North Carolina
$1.07M +$92.4K +496 +10%
PPW
780
PACK Private Wealth
Minnesota
$1.06M – – –
EPM
781
Elm Partners Management
Pennsylvania
$1.05M +$76.7K +412 +8%
ZF
782
Zhang Financial
Michigan
$1.05M -$38K -204 -4%
ISFAN
783
Investor's Fiduciary Advisor Network
Washington
$1.05M +$173K +930 +21%
LSA
784
Lion Street Advisors
Texas
$1.05M +$240K +1,286 +32%
QCG
785
Quadrant Capital Group
Ohio
$1.04M – – –
WOC
786
West Oak Capital
California
$1.04M -$8.38K -45 -0.8%
MWA
787
Monograph Wealth Advisors
California
$1.04M – – –
CP
788
Canopy Partners
Ohio
$1.03M – – –
NCG
789
Newport Capital Group
New Jersey
$1.03M +$8.94K +48 +0.9%
ADL
790
Asset Dedication LLC
California
$1.03M -$1.49K -8 -0.2%
NEPWA
791
New England Private Wealth Advisors
Massachusetts
$1.02M +$1.68K +9 +0.2%
MCM
792
MidAtlantic Capital Management
Virginia
$1.02M – – –
WA
793
WESPAC Advisors
California
$1.02M +$970K +5,209 New
BPC
794
Bearing Point Capital
Minnesota
$1.02M +$968K +5,197 New
EK
795
Evensky & Katz
Florida
$1.01M +$3.17K +17 +0.3%
CSP
796
Cary Street Partners
Virginia
$1.01M -$9.87K -53 -1%
THL
797
Tillman Hartley LLC
Colorado
$1.01M +$960K +5,152 New
OP
798
ORG Partners
Indiana
$1M +$755K +4,055 +398%
SP
799
Sherman Porfolios
Idaho
$1M +$954K +5,119 New
OWA
800
Opal Wealth Advisors
New York
$999K +$189K +1,016 +25%
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