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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1076
Bangor Savings Bank
Maine
$315K -$5.51K -31 -2%
SAMT
1077
Select Asset Management & Trust
Pennsylvania
$315K -$58.7K -330 -16%
GKWIM
1078
Gerber Kawasaki Wealth & Investment Management
California
$315K +$53.5K +301 +22%
KA
1079
Kovack Advisors
Florida
$312K +$91.2K +513 +44%
PWMAG
1080
Pinnacle Wealth Management Advisory Group
New Jersey
$311K – – –
NS
1081
NBC Securities
Alabama
$311K -$121K -680 -30%
GWM
1082
Greenhouse Wealth Management
Connecticut
$311K – – –
SWP
1083
Semus Wealth Partners
Florida
$309K +$294K +1,655 New
AUB
1084
Atlantic Union Bankshares
Virginia
$309K – – –
W
1085
Wealthquest
Ohio
$308K – – –
WA1
1086
Wimmer Associates 1
California
$308K – – –
MC
1087
Middleton & Co
Massachusetts
$308K +$48.9K +275 +20%
WIA
1088
World Investment Advisors
California
$308K -$80.2K -451 -21%
NP
1089
NorthRock Partners
Minnesota
$306K +$238K +1,340 +451%
CHC
1090
City Holding Co
West Virginia
$305K – – –
FHA
1091
Flagship Harbor Advisors
Massachusetts
$305K +$9.06K +51 +3%
QFA
1092
Quattro Financial Advisors
Texas
$303K +$288K +1,623 New
WJWM
1093
Williams Jones Wealth Management
New York
$300K – – –
AWM
1094
Alterna Wealth Management
Texas
$300K +$285K +1,604 New
FW
1095
Fairway Wealth
Ohio
$299K +$284K +1,600 New
AGC
1096
Aspen Grove Capital
Colorado
$299K -$178 -1 -0.1%
WAG
1097
Winthrop Advisory Group
Massachusetts
$298K +$533 +3 +0.2%
T
1098
TCWP
Ohio
$298K +$284K +1,595 New
BWM
1099
Brown Wealth Management
Illinois
$298K +$889 +5 +0.3%
BSSFA
1100
Baron Silver Stevens Financial Advisors
Florida
$296K +$281K +1,583 New
42 43
44
45 46