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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1076
Samalin Investment Counsel
New York
$410K -$3.54K -19 -0.9%
GKWIM
1077
Gerber Kawasaki Wealth & Investment Management
California
$409K +$85.9K +461 +28%
NS
1078
NBC Securities
Alabama
$409K +$1.3K +7 +0.3%
SPWG
1079
Syntegra Private Wealth Group
Missouri
$407K +$17K +91 +5%
CCA
1080
Conservest Capital Advisors
Pennsylvania
$406K – – –
CP
1081
Clarendon Private
Massachusetts
$406K +$1.68K +9 +0.4%
FOA
1082
Five Oceans Advisors
California
$406K +$28.5K +153 +8%
HIIFS
1083
Harel Insurance Investments & Financial Services
Israel
$405K – – –
MFA
1084
Millington Financial Advisors
Illinois
$404K +$1.68K +9 +0.4%
LWM
1085
Lighthouse Wealth Management
Ohio
$403K -$47.7K -256 -11%
EW
1086
Enzi Wealth
Texas
$402K +$5.4K +29 +1%
SIM
1087
Stratos Investment Management
Ohio
$402K +$118K +633 +44%
MIM
1088
Macroview Investment Management
Maryland
$402K +$57.7K +310 +18%
AFM
1089
Armstrong Fleming & Moore
District of Columbia
$400K +$381K +2,047 New
IIC
1090
Ironwood Investment Counsel
Arizona
$400K -$21.6K -116 -5%
PWH
1091
Priebe Wealth Holdings
Minnesota
$400K -$86.1K -462 -18%
BSSFA
1092
Baron Silver Stevens Financial Advisors
Florida
$399K +$380K +2,041 New
AGWCA
1093
Annis Gardner Whiting Capital Advisors
Florida
$397K – – –
NAM
1094
NTV Asset Management
West Virginia
$397K +$14.7K +79 +4%
KA
1095
Klingman & Associates
New York
$397K – – –
OPWM
1096
Oregon Pacific Wealth Management
Oregon
$396K +$378K +2,028 New
FLPIM
1097
F.L. Putnam Investment Management
Massachusetts
$395K -$35.4K -190 -9%
SWM
1098
Shakespeare Wealth Management
Wisconsin
$394K – – –
NFA
1099
Northwest Financial Advisors
Virginia
$394K – – –
GAG
1100
GM Advisory Group
New York
$392K -$4.66K -25 -1%
42 43
44
45 46