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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
1176
Two Sigma Securities
New York
$294K -$111K -575 -27%
BWP
1177
Baldwin Wealth Partners
Massachusetts
$293K – – –
UCB
1178
United Community Bank
South Carolina
$293K -$8.71K -45 -3%
VCM
1179
Vivaldi Capital Management
Illinois
$292K +$581 +3 +0.2%
FB
1180
Fulton Bank
Pennsylvania
$292K -$104K -539 -26%
BHPW
1181
Beverly Hills Private Wealth
California
$290K +$60.2K +311 +26%
AAS
1182
Annex Advisory Services
Wisconsin
$289K +$17K +88 +6%
UFA
1183
Uptown Financial Advisors
Texas
$289K +$30.8K +159 +12%
FA
1184
Fountainhead AM
New Jersey
$289K +$1.16K +6 +0.4%
CJ
1185
Caitlin John
Michigan
$289K – – –
PWM
1186
PBMares Wealth Management
Virginia
$288K +$387 +2 +0.1%
AP
1187
Americana Partners
Texas
$288K – – –
FPL
1188
Fortress Private Ledger
North Carolina
$287K +$292K +1,507 New
PA
1189
PSI Advisors
Florida
$286K +$19.2K +99 +7%
MG
1190
McHugh Group
Ohio
$286K – – –
SIG
1191
Sargent Investment Group
Maryland
$286K – – –
MMG
1192
Monetary Management Group
Missouri
$286K – – –
KCM
1193
KRS Capital Management
Michigan
$285K – – –
BFA
1194
Beaumont Financial Advisors
Massachusetts
$285K – – –
LSA
1195
L & S Advisors
California
$284K +$6.39K +33 +2%
RP
1196
Riverwater Partners
Wisconsin
$283K – – –
BC
1197
Barrett & Company
Rhode Island
$282K – – –
ACA
1198
Ascension Capital Advisors
Texas
$281K -$8.28M -42,789 -97%
BCG
1199
Breakwater Capital Group
New Jersey
$281K – – –
LG
1200
LaFleur & Godfrey
Michigan
$281K -$7.93K -41 -3%
46 47
48
49 50