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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
801
Montecito Bank & Trust
California
$1.26M -$12.8K -59 -1%
CG
802
Corundum Group
Colorado
$1.26M -$75.8K -350 -6%
PIA
803
Pinion Investment Advisors
Kansas
$1.25M +$1.29M +5,935 New
MWA
804
MN Wealth Advisors
Kansas
$1.25M +$27.3K +126 +2%
WPWM
805
Windward Private Wealth Management
Kansas
$1.25M – – –
TFO
806
Tarbox Family Office
California
$1.22M – – –
LA
807
Lifeworks Advisors
Michigan
$1.22M -$102K -473 -8%
PCS
808
Personal CFO Solutions
New Jersey
$1.22M +$1.26M +5,796 New
BFO
809
Boston Family Office
Massachusetts
$1.21M – – –
HWM
810
HighMark Wealth Management
Minnesota
$1.21M +$1.3K +6 +0.1%
LWPC
811
Legacy Wealth Partners (Colorado)
Colorado
$1.21M -$129K -595 -9%
NCG
812
Newport Capital Group
New Jersey
$1.21M +$19.1K +88 +2%
SWM
813
Sendero Wealth Management
Texas
$1.2M -$76K -351 -6%
BDPWM
814
Barnes Dennig Private Wealth Management
Ohio
$1.2M -$85.7K -396 -7%
HWM
815
Hohimer Wealth Management
Washington
$1.19M -$540K -2,496 -31%
EAN
816
Excelsior Advisor Network
Colorado
$1.19M +$36.4K +168 +3%
RIL
817
Rothschild Investment LLC
Illinois
$1.19M -$149K -686 -11%
LA
818
Latitude Advisors
Florida
$1.19M +$401K +1,853 +49%
WPC
819
Wedmont Private Capital
Pennsylvania
$1.18M – – –
FNBOO
820
First National Bank of Omaha
Nebraska
$1.18M -$61.3K -283 -5%
BSTWA
821
Blake Schutter Theil Wealth Advisors
Ohio
$1.18M – – –
STA
822
Summit Trail Advisors
New York
$1.16M +$350K +1,615 +42%
LPAM
823
Lodestar Private Asset Management
California
$1.15M -$9.74K -45 -0.8%
FC
824
Fairscale Capital
New Hampshire
$1.15M -$224K -1,034 -16%
BCI
825
Blue Capital Inc
Nebraska
$1.15M +$49.4K +228 +4%
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