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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
826
InterOcean Capital Group
Tennessee
$299K – – –
MSAM
827
Moloney Securities Asset Management
Missouri
$299K +$13.1K +85 +5%
LWAC
828
Laurel Wealth Advisors (California)
California
$297K +$293K +1,907 New
PIM
829
Progressive Investment Management
Oregon
$296K – – –
ECG
830
Edge Capital Group
Georgia
$294K +$56.2K +365 +24%
CTB
831
Country Trust Bank
Illinois
$292K – – –
MA
832
MONECO Advisors
Connecticut
$292K +$154 +1 +0.1%
CL
833
CPWM LLC
Washington
$292K +$289K +1,876 New
VAS
834
Vestmark Advisory Solutions
Massachusetts
$289K -$82.8K -538 -22%
OBWG
835
Onyx Bridge Wealth Group
New York
$289K +$154 +1 +0.1%
DY
836
Dowling & Yahnke
California
$288K +$154 +1 +0.1%
GIA
837
Guyasuta Investment Advisors
Pennsylvania
$287K – – –
SFG
838
Sowa Financial Group
Rhode Island
$286K -$1.39K -9 -0.5%
CF
839
Centaurus Financial
California
$286K +$18.5K +120 +7%
AFS
840
Axiom Financial Strategies
Indiana
$286K +$299K +1,941 New
KWM
841
Kingsview Wealth Management
Oregon
$284K +$281K +1,825 New
FFA
842
First Foundation Advisors
California
$284K – – –
SFO
843
Stokes Family Office
Louisiana
$282K +$279K +1,813 New
RMCM
844
Reynders McVeigh Capital Management
Massachusetts
$280K – – –
IWP
845
Icon Wealth Partners
Texas
$277K – – –
CG
846
Cutler Group
California
$277K +$274K +1,780 New
PIFP
847
Partners in Financial Planning
Virginia
$276K +$462 +3 +0.2%
CCM
848
Covington Capital Management
California
$275K – – –
HCM
849
Howland Capital Management
Massachusetts
$275K +$271K +1,764 New
FSWA
850
Financial Synergies Wealth Advisors
Texas
$274K +$1.23K +8 +0.5%
32 33
34
35 36