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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
876
Asset Dedication LLC
California
$550K +$206K +1,129 +60%
NL
877
Navalign LLC
California
$549K -$2K -11 -0.4%
DI
878
Disciplined Investments
Oklahoma
$548K – – –
LWCFA
879
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$546K -$147K -807 -22%
CA
880
Claro Advisors
Massachusetts
$545K -$7.1K -39 -1%
GIM
881
Goelzer Investment Management
Indiana
$543K +$2.55K +14 +0.5%
GWA
882
GGM Wealth Advisors
Maryland
$542K +$33.7K +185 +7%
PL
883
Plancorp LLC
Missouri
$541K +$12.9K +71 +2%
CPA
884
Cardiff Park Advisors
California
$541K – – –
IIA
885
IPG Investment Advisors
California
$541K -$380K -2,087 -41%
PWLP
886
Prio Wealth Limited Partnership
Massachusetts
$540K – – –
MSAM
887
Moloney Securities Asset Management
Missouri
$539K +$22K +121 +4%
AB
888
Atlas Brown
Kentucky
$536K – – –
QC
889
Quent Capital
New York
$533K +$11.5K +63 +2%
SSB
890
Sandy Spring Bank
Maryland
$532K -$78.1K -429 -13%
CIC
891
Chilton Investment Company
Connecticut
$531K -$123K -673 -19%
LSAG
892
Lake Street Advisors Group
New Hampshire
$530K – – –
BFA
893
Beacon Financial Advisory
Ohio
$528K +$53K +291 +11%
JFGIW
894
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$528K -$55K -302 -9%
APC
895
Aspire Private Capital
North Carolina
$527K +$25.1K +138 +5%
SFA
896
Semmax Financial Advisors
North Carolina
$525K +$72.1K +396 +16%
LEA
897
Legacy Edge Advisors
New York
$523K +$249K +1,366 +90%
EPW
898
Evergreen Private Wealth
Colorado
$522K -$7.29K -40 -1%
GAA
899
Guardian Asset Advisors
Pennsylvania
$521K +$4.55K +25 +0.9%
TCM
900
Triumph Capital Management
Colorado
$521K +$209K +1,147 +67%
34 35
36
37 38