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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
851
AMG National Trust Bank
Colorado
$1.1M -$866 -4 -0.1%
MCM
852
MidAtlantic Capital Management
Virginia
$1.1M – – –
PPW
853
PACK Private Wealth
Minnesota
$1.1M -$11K -51 -1%
BPC
854
Bearing Point Capital
Minnesota
$1.1M – – –
NEPWA
855
New England Private Wealth Advisors
Massachusetts
$1.1M +$1.73K +8 +0.2%
CAC
856
Certified Advisory Corp
Florida
$1.09M -$55.2K -255 -5%
JF
857
JSF Financial
California
$1.09M -$146K -674 -12%
DWML
858
Decker Wealth Management LLC
Tennessee
$1.09M – – –
BC
859
BDFS Capital
Delaware
$1.09M +$36.4K +168 +3%
AWA
860
Asempa Wealth Advisors
Louisiana
$1.08M +$33.1K +153 +3%
PWM
861
Parkway Wealth Management
Texas
$1.08M +$61.3K +283 +6%
CRC
862
Curi RMB Capital
Illinois
$1.08M +$105K +487 +11%
IIA
863
IPG Investment Advisors
California
$1.08M +$271K +1,251 +33%
PCM
864
Pennsylvania Capital Management
Pennsylvania
$1.06M – – –
SAM
865
Silvercrest Asset Management
New York
$1.06M -$65K -300 -6%
MAMG
866
Milestone Asset Management Group
Connecticut
$1.06M -$10.2K -47 -0.9%
BOA
867
Birnam Oak Advisors
New York
$1.06M -$1.08M -5,000 -50%
NFW
868
Noble Family Wealth
Florida
$1.06M – – –
MSA
869
Marino Stram & Associates
Massachusetts
$1.06M -$4.76K -22 -0.4%
BW
870
BIP Wealth
Georgia
$1.06M -$610K -2,819 -36%
MWA
871
Madson Wealth Advisors
California
$1.04M +$1.06M +4,916 New
PCA
872
Pallas Capital Advisors
Massachusetts
$1.04M -$457K -2,111 -30%
HIP
873
HUB Investment Partners
Texas
$1.03M +$188K +868 +22%
RFP
874
RCS Financial Planning
Maryland
$1.02M -$4.3M -19,841 -80%
BEI
875
Benjamin Edwards Inc
Missouri
$1.02M +$65.8K +304 +7%
33 34
35
36 37