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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
151
Atria Investments
North Carolina
$720K +$721K +9,498 New
BFEC
152
Benjamin F. Edwards & Company
Missouri
$708K +$709K +9,341 New
BJL
153
Brighton Jones LLC
Washington
$707K +$709K +9,336 New
BC
154
Brookfield Corp
Ontario, Canada
$690K +$691K +9,100 New
GF
155
Gerstein Fisher
New York
$686K +$687K +9,047 New
BP
156
Ballentine Partners
Massachusetts
$684K +$685K +9,021 New
FIM
157
Freedom Investment Management
Connecticut
$672K +$673K +8,873 New
TNB
158
Thomasville National Bank
Georgia
$671K +$672K +8,857 New
CIM
159
Confluence Investment Management
Missouri
$657K +$658K +8,665 New
SI
160
Stephens Inc
Arkansas
$645K +$646K +8,509 New
SC
161
Stratford Consulting
Texas
$628K +$626K +8,249 New
RJT
162
Raymond James Trust
Florida
$628K +$629K +8,290 New
HC
163
HHG & Company
Connecticut
$619K +$619K +8,154 New
DADC
164
D.A. Davidson & Co
Montana
$577K +$579K +7,627 New
EWM
165
Evercore Wealth Management
New York
$563K +$564K +7,427 New
FBA
166
Front Barnett Associates
Illinois
$557K +$557K +7,345 New
BAC
167
Boys Arnold & Co
North Carolina
$553K +$554K +7,295 New
CDIA
168
Capital Directions Investment Advisors
Georgia
$551K +$552K +7,277 New
OWD
169
Osborn Williams & Donohoe
Ohio
$547K +$548K +7,222 New
WSTAM
170
Wilbanks Smith & Thomas Asset Management
Virginia
$540K +$541K +7,128 New
SBCM
171
Silver Bridge Capital Management
Massachusetts
$538K +$539K +7,107 New
NES
172
New England Securities
New York
$521K +$522K +6,874 New
KT
173
Kanaly Trust
Texas
$521K +$522K +6,883 New
FA
174
FCG Advisors
New Jersey
$517K +$518K +6,819 New
GG
175
Gofen & Glossberg
Illinois
$507K +$508K +6,698 New
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