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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
876
Parthenon LLC
Kentucky
$223K – – –
TC
877
TownSquare Capital
Utah
$222K – – –
SQA
878
Simon Quick Advisors
New Jersey
$220K +$304 +2 +0.1%
SIS
879
SVB Investment Services
Utah
$220K +$208K +1,370 New
AT
880
American Trust
Kentucky
$219K +$213K +1,401 New
RCA
881
Rex Capital Advisors
Rhode Island
$218K – – –
IP
882
Intellectus Partners
California
$217K -$517K -3,400 -71%
ACM
883
Advisors Capital Management
New Jersey
$216K +$210K +1,380 New
TWP
884
Transparent Wealth Partners
Arkansas
$216K +$210K +1,380 New
BFS
885
Bard Financial Services
Connecticut
$215K +$208K +1,370 New
NWM
886
Northcape Wealth Management
New York
$214K +$207K +1,364 New
LWM
887
Liberty Wealth Management
California
$212K -$208K -1,370 Closed
JEST
888
JTC Employer Solutions Trustee
Jersey
$212K – – –
WBC
889
West Branch Capital
Massachusetts
$212K – – –
DLCIG
890
D.L. Carlson Investment Group
New Hampshire
$212K +$205K +1,351 New
TFCP
891
Twin Focus Capital Partners
Massachusetts
$210K +$204K +1,341 New
ACI
892
Alpha Cubed Investments
California
$210K +$204K +1,343 New
CFD
893
Creative Financial Designs
Indiana
$208K -$9.88K -65 -5%
1SB
894
1ST Source Bank
Indiana
$208K +$202K +1,330 New
DHGWA
895
Dixon Hughes Goodman Wealth Advisors
North Carolina
$207K +$201K +1,321 New
CP
896
Covenant Partners
Tennessee
$206K – – –
SWM
897
Sugarloaf Wealth Management
Georgia
$206K +$4.11K +27 +2%
JSW
898
Journey Strategic Wealth
New Jersey
$206K +$200K +1,313 New
MC
899
Middleton & Co
Massachusetts
$204K +$198K +1,300 New
VFPI
900
Vantage Financial Partners (Illinois)
Illinois
$204K +$198K +1,300 New
34 35
36
37 38