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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1076
Manchester Capital Management
Vermont
$308K – – –
HCM
1077
Howland Capital Management
Massachusetts
$308K +$308K +1,690 New
BWP
1078
Baldwin Wealth Partners
Massachusetts
$305K -$43.7K -240 -13%
GKWIM
1079
Gerber Kawasaki Wealth & Investment Management
California
$304K -$2.37K -13 -0.8%
BSB
1080
Bangor Savings Bank
Maine
$303K -$3.83K -21 -1%
PWMAG
1081
Pinnacle Wealth Management Advisory Group
New Jersey
$303K – – –
GWM
1082
Greenhouse Wealth Management
Connecticut
$303K – – –
BTIM
1083
BancFirst Trust & Investment Management
Oklahoma
$302K +$302K +1,659 New
PCM
1084
Permanent Capital Management
Illinois
$301K +$281K +1,541 New
AUB
1085
Atlantic Union Bankshares
Virginia
$301K – – –
W
1086
Wealthquest
Ohio
$300K – – –
WA1
1087
Wimmer Associates 1
California
$300K – – –
CCMG
1088
Clark Capital Management Group
Pennsylvania
$299K +$22.9K +126 +8%
CCA
1089
Cottonwood Capital Advisors
Utah
$299K -$1.64K -9 -0.5%
KWA
1090
Kingswood Wealth Advisors
California
$298K +$298K +1,637 New
GIA
1091
Goodwin Investment Advisory
Georgia
$297K -$31.9K -175 -10%
QFA
1092
Quattro Financial Advisors
Texas
$295K – – –
OAS
1093
Optivise Advisory Services
Tennessee
$294K +$295K +1,617 New
SIM
1094
Stratos Investment Management
Ohio
$294K +$11.1K +61 +4%
NS
1095
NBC Securities
Alabama
$293K – – –
WJWM
1096
Williams Jones Wealth Management
New York
$292K – – –
FW
1097
Fairway Wealth
Ohio
$291K – – –
AGC
1098
Aspen Grove Capital
Colorado
$291K – – –
NP
1099
NorthRock Partners
Minnesota
$291K -$6.92K -38 -2%
TL
1100
Tradewinds LLC
North Carolina
$291K +$291K +1,599 New
42 43
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