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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
851
Magnolia Capital Management
New York
$916K -$407K -2,025 -31%
SAM
852
Summit Asset Management
Tennessee
$914K – – –
CIR
853
Clear Investment Research
Georgia
$907K -$661K -3,289 -43%
KFGK
854
Keystone Financial Group (Kentucky)
Kentucky
$904K -$65.3K -325 -7%
AWM
855
Alterna Wealth Management
Texas
$904K +$177K +883 +25%
FI
856
FWG Investments
Kentucky
$902K +$184K +916 +27%
SPAS
857
Spectrum Planning & Advisory Services
California
$902K -$120K -596 -12%
PCIG
858
Partners Capital Investment Group
Massachusetts
$901K +$876K +4,361 New
SCI
859
S&CO Inc
Massachusetts
$898K – – –
CA
860
Continuum Advisory
Idaho
$898K +$37.2K +185 +4%
GSWM
861
Golden State Wealth Management
California
$894K +$63.7K +317 +8%
BHIA
862
Birch Hill Investment Advisors
Massachusetts
$893K -$8.44K -42 -1%
MW
863
Members Wealth
Pennsylvania
$890K +$864K +4,300 New
MA
864
MBA Advisors
Pennsylvania
$889K -$20.1K -100 -2%
AT
865
American Trust
Kentucky
$889K +$35.5K +177 +4%
CTC
866
Central Trust Company
Missouri
$888K +$402 +2 +0%
TRCT
867
Tower Research Capital (TRC)
New York
$885K +$861K +4,287 New
GWS
868
Glassman Wealth Services
Virginia
$883K – – –
MMHP
869
Murphy Middleton Hinkle & Parker
Georgia
$880K +$84K +418 +11%
FCAS
870
First Command Advisory Services
Texas
$880K – – –
MWA
871
MN Wealth Advisors
Kansas
$879K +$36.2K +180 +4%
AL
872
Aspiriant LLC
California
$872K -$848K -4,224 -50%
CPSC
873
Carl P. Sherr & Co
Massachusetts
$871K – – –
FPW
874
Flagship Private Wealth
Massachusetts
$868K +$3.21K +16 +0.4%
CG
875
Caprock Group
Idaho
$867K +$854K +4,253 New
33 34
35
36 37