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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
876
Freestone Capital Holdings
Washington
$225K +$304 +2 +0.1%
IIC
877
Ironwood Investment Counsel
Arizona
$224K – – –
PL
878
Parthenon LLC
Kentucky
$223K – – –
TC
879
TownSquare Capital
Utah
$222K – – –
SQA
880
Simon Quick Advisors
New Jersey
$220K +$304 +2 +0.1%
SIS
881
SVB Investment Services
Utah
$220K +$208K +1,370 New
AT
882
American Trust
Kentucky
$219K +$213K +1,401 New
RCA
883
Rex Capital Advisors
Rhode Island
$218K – – –
IP
884
Intellectus Partners
California
$217K -$517K -3,400 -71%
ACM
885
Advisors Capital Management
New Jersey
$216K +$210K +1,380 New
TWP
886
Transparent Wealth Partners
Arkansas
$216K +$210K +1,380 New
BFS
887
Bard Financial Services
Connecticut
$215K +$208K +1,370 New
NWM
888
Northcape Wealth Management
New York
$214K +$207K +1,364 New
LWM
889
Liberty Wealth Management
California
$212K -$208K -1,370 Closed
JEST
890
JTC Employer Solutions Trustee
Jersey
$212K – – –
WBC
891
West Branch Capital
Massachusetts
$212K – – –
DLCIG
892
D.L. Carlson Investment Group
New Hampshire
$212K +$205K +1,351 New
TFCP
893
Twin Focus Capital Partners
Massachusetts
$210K +$204K +1,341 New
ACI
894
Alpha Cubed Investments
California
$210K +$204K +1,343 New
CFD
895
Creative Financial Designs
Indiana
$208K -$9.88K -65 -5%
1SB
896
1ST Source Bank
Indiana
$208K +$202K +1,330 New
DHGWA
897
Dixon Hughes Goodman Wealth Advisors
North Carolina
$207K +$201K +1,321 New
CP
898
Covenant Partners
Tennessee
$206K – – –
SWM
899
Sugarloaf Wealth Management
Georgia
$206K +$4.11K +27 +2%
JSW
900
Journey Strategic Wealth
New Jersey
$206K +$200K +1,313 New
34 35
36
37 38