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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BPBT
151
Boston Private Bank & Trust
Massachusetts
$855K +$22.4K +272 +3%
BFO
152
Boston Family Office
Massachusetts
$820K – – –
PA
153
Pinnacle Associates
New York
$797K -$19.1K -232 -2%
SI
154
Stephens Inc
Arkansas
$793K +$63K +765 +9%
BC
155
Brookfield Corp
Ontario, Canada
$778K – – –
BP
156
Ballentine Partners
Massachusetts
$771K – – –
SFA
157
Sequoia Financial Advisors
Ohio
$766K +$738K +8,960 New
ICOA
158
Investment Centers of America
North Dakota
$732K -$1.5M -18,220 -66%
SC
159
Stratford Consulting
Texas
$717K +$3.87K +47 +0.6%
FIM
160
Freedom Investment Management
Connecticut
$699K -$53.9K -655 -7%
HC
161
HHG & Company
Connecticut
$697K – – –
NG
162
NatWest Group
United Kingdom
$674K -$105K -1,269 -14%
PA
163
Parkside Advisors
California
$667K +$643K +7,805 New
NES
164
New England Securities
New York
$657K -$72.9K -885 -10%
EWM
165
Evercore Wealth Management
New York
$635K – – –
NAM
166
NTV Asset Management
West Virginia
$624K -$379K -4,600 -39%
BAC
167
Boys Arnold & Co
North Carolina
$623K – – –
OWD
168
Osborn Williams & Donohoe
Ohio
$617K – – –
SWA
169
SFMG Wealth Advisors
Texas
$602K +$101K +1,223 +21%
WSTAM
170
Wilbanks Smith & Thomas Asset Management
Virginia
$599K -$6.59K -80 -1%
CWM
171
Concert Wealth Management
California
$598K +$100K +1,216 +21%
FA
172
FCG Advisors
New Jersey
$574K +$76.4K +928 +16%
CSIA
173
Charles Schwab Investment Advisory
California
$572K +$551K +6,692 New
BP
174
Banyan Partners
Florida
$559K -$61.9K -752 -10%
CDIA
175
Capital Directions Investment Advisors
Georgia
$558K – – –
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7
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