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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
901
Moors & Cabot
Massachusetts
$598K +$182K +959 +46%
OC
902
Oarsman Capital
Wisconsin
$598K +$380 +2 +0.1%
BB
903
Busey Bank
Illinois
$597K +$32.9K +173 +6%
NW
904
NewEdge Wealth
Pennsylvania
$590K -$43.1K -227 -7%
FFS
905
Founders Financial Securities
Maryland
$589K -$82.6K -435 -13%
LSAG
906
Lake Street Advisors Group
New Hampshire
$589K +$14.2K +75 +3%
VC
907
Veracity Capital
Georgia
$588K -$93.6K -493 -14%
CA
908
Claro Advisors
Massachusetts
$588K -$2.47K -13 -0.4%
SAG
909
SageView Advisory Group
California
$587K -$352K -1,855 -38%
CPA
910
Cardiff Park Advisors
California
$586K – – –
GWA
911
GGM Wealth Advisors
Maryland
$585K -$1.71K -9 -0.3%
MSAM
912
Moloney Securities Asset Management
Missouri
$584K – – –
NL
913
Navalign LLC
California
$584K -$10.8K -57 -2%
GLA
914
Good Life Advisors
Pennsylvania
$580K +$284K +1,497 +104%
AB
915
Atlas Brown
Kentucky
$579K -$2.09K -11 -0.4%
TCBWMS
916
Texas Capital Bank Wealth Management Services
Texas
$578K -$568K -2,991 -50%
PL
917
Plancorp LLC
Missouri
$578K -$7.98K -42 -1%
QC
918
Quent Capital
New York
$578K – – –
CIC
919
Chilton Investment Company
Connecticut
$576K – – –
AF
920
Amara Financial
California
$574K +$553K +2,913 New
BCA
921
Ballentine Capital Advisors
South Carolina
$573K -$56.4K -297 -9%
SA
922
SpiderRock Advisors
Delaware
$573K +$138K +729 +33%
CL
923
CIM LLC
New York
$568K – – –
GAA
924
Guardian Asset Advisors
Pennsylvania
$565K +$760 +4 +0.1%
WAM
925
WNY Asset Management
New York
$563K +$2.28K +12 +0.4%
35 36
37
38 39