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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
901
Ironwood Investment Counsel
Arizona
$222K – – –
PWM
902
Pinnacle Wealth Management
California
$222K +$220K +1,427 New
PL
903
Parthenon LLC
Kentucky
$221K – – –
TC
904
TownSquare Capital
Utah
$221K – – –
FCH
905
Freestone Capital Holdings
Washington
$219K -$4.77K -31 -2%
MOS
906
MGO One Seven
Ohio
$219K +$216K +1,404 New
SQA
907
Simon Quick Advisors
New Jersey
$218K +$154 +1 +0.1%
AF
908
Alerus Financial
North Dakota
$217K -$25.4K -165 -11%
RCA
909
Rex Capital Advisors
Rhode Island
$217K – – –
SAM
910
Secure Asset Management
Michigan
$217K +$214K +1,392 New
HBT
911
Hills Bank & Trust
Iowa
$216K -$7.69K -50 -3%
SIS
912
SVB Investment Services
Utah
$214K +$462 +3 +0.2%
GIA
913
Goodwin Investment Advisory
Georgia
$213K -$112K -727 -35%
BFS
914
Bard Financial Services
Connecticut
$213K – – –
AW
915
ACG Wealth
Georgia
$212K -$500K -3,247 -70%
JEST
916
JTC Employer Solutions Trustee
Jersey
$211K – – –
WBC
917
West Branch Capital
Massachusetts
$211K – – –
FPOC
918
Financial Planners of Cleveland
Ohio
$209K -$189K -1,231 -48%
ACI
919
Alpha Cubed Investments
California
$209K – – –
TFCP
920
Twin Focus Capital Partners
Massachusetts
$209K – – –
CTFG
921
Capstone Triton Financial Group
Oklahoma
$206K -$47.7K -310 -18%
DHGWA
922
Dixon Hughes Goodman Wealth Advisors
North Carolina
$206K – – –
FDS
923
Freedom Day Solutions
Texas
$205K -$33.9K -220 -14%
CP
924
Covenant Partners
Tennessee
$205K – – –
LTL
925
Lowery Thomas LLC
California
$204K +$201K +1,309 New
35 36
37
38 39