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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
926
Guardian Asset Advisors
Pennsylvania
$565K +$760 +4 +0.1%
WAM
927
WNY Asset Management
New York
$563K +$2.28K +12 +0.4%
SSB
928
Sandy Spring Bank
Maryland
$561K -$15.4K -81 -3%
PVI
929
Pine Valley Investments
New Jersey
$559K +$2.47K +13 +0.5%
CC
930
Chicago Capital
Illinois
$558K – – –
SXL
931
Summit X LLC
Missouri
$557K -$102K -538 -15%
ATC
932
Argent Trust Co
Tennessee
$557K +$536K +2,823 New
SWM
933
Stockman Wealth Management
Montana
$552K – – –
AWA
934
Arete Wealth Advisors
Illinois
$552K -$738K -3,883 -58%
PWLP
935
Prio Wealth Limited Partnership
Massachusetts
$547K -$36.7K -193 -7%
GFA
936
Gallagher Fiduciary Advisors
Illinois
$546K -$78.4K -413 -13%
GCA
937
Gradient Capital Advisors
California
$544K – – –
LWCFA
938
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$541K -$28.5K -150 -5%
SAI
939
Savvy Advisors Inc
New York
$537K +$25.6K +135 +5%
DFC
940
DBK Financial Counsel
Ohio
$537K -$11.6K -61 -2%
PIAS
941
PCA Investment Advisory Services
Ohio
$536K -$2.47K -13 -0.5%
TTWM
942
TCV Trust & Wealth Management
Virginia
$535K -$81.1K -427 -14%
CGFA
943
Colton Groome Financial Advisors
North Carolina
$534K -$19K -100 -4%
NA
944
Nordwand Advisors
Pennsylvania
$532K – – –
RSWA
945
Robinson Smith Wealth Advisors
Maine
$530K – – –
BO
946
Bank OZK
Arkansas
$530K +$8.36K +44 +2%
IA
947
Insight Advisors
Pennsylvania
$524K -$4.37K -23 -0.9%
CFA
948
CWS Financial Advisors
Michigan
$523K +$380 +2 +0.1%
ST
949
Spinnaker Trust
Maine
$523K +$6.65K +35 +1%
SEIA
950
Signature Estate & Investment Advisors
California
$523K -$19.6K -103 -4%
36 37
38
39 40