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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
876
Disciplined Investments
Oklahoma
$548K – – –
LWCFA
877
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$546K -$147K -807 -22%
CA
878
Claro Advisors
Massachusetts
$545K -$7.1K -39 -1%
GIM
879
Goelzer Investment Management
Indiana
$543K +$2.55K +14 +0.5%
GWA
880
GGM Wealth Advisors
Maryland
$542K +$33.7K +185 +7%
PL
881
Plancorp LLC
Missouri
$541K +$12.9K +71 +2%
CPA
882
Cardiff Park Advisors
California
$541K – – –
IIA
883
IPG Investment Advisors
California
$541K -$380K -2,087 -41%
PWLP
884
Prio Wealth Limited Partnership
Massachusetts
$540K – – –
MSAM
885
Moloney Securities Asset Management
Missouri
$539K +$22K +121 +4%
AB
886
Atlas Brown
Kentucky
$536K – – –
QC
887
Quent Capital
New York
$533K +$11.5K +63 +2%
SSB
888
Sandy Spring Bank
Maryland
$532K -$78.1K -429 -13%
CIC
889
Chilton Investment Company
Connecticut
$531K -$123K -673 -19%
LSAG
890
Lake Street Advisors Group
New Hampshire
$530K – – –
BFA
891
Beacon Financial Advisory
Ohio
$528K +$53K +291 +11%
JFGIW
892
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$528K -$55K -302 -9%
APC
893
Aspire Private Capital
North Carolina
$527K +$25.1K +138 +5%
SFA
894
Semmax Financial Advisors
North Carolina
$525K +$72.1K +396 +16%
LEA
895
Legacy Edge Advisors
New York
$523K +$249K +1,366 +90%
EPW
896
Evergreen Private Wealth
Colorado
$522K -$7.29K -40 -1%
GAA
897
Guardian Asset Advisors
Pennsylvania
$521K +$4.55K +25 +0.9%
TCM
898
Triumph Capital Management
Colorado
$521K +$209K +1,147 +67%
BB
899
Busey Bank
Illinois
$519K +$520K +2,854 New
WAM
900
WNY Asset Management
New York
$518K -$63.7K -350 -11%
34 35
36
37 38