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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
176
Bank of the West
California
$461K -$50.1K -635 -10%
HI
177
Horizon Investments
North Carolina
$458K +$103K +1,304 +29%
SWA
178
SFMG Wealth Advisors
Texas
$456K -$4.74K -60 -1%
CWM
179
Concert Wealth Management
California
$455K +$24.2K +306 +6%
FA
180
FCG Advisors
New Jersey
$454K -$81K -1,026 -15%
SAM
181
Summit Asset Management
Tennessee
$441K – – –
FNBT
182
FineMark National Bank & Trust
Florida
$436K +$214K +2,705 +94%
BSW
183
Buckingham Strategic Wealth
Missouri
$431K -$29.8K -377 -6%
AC
184
Alexandria Capital
Virginia
$418K -$52.3K -663 -11%
RCA
185
Rex Capital Advisors
Rhode Island
$413K – – –
TTWM
186
TCV Trust & Wealth Management
Virginia
$405K -$11.8K -150 -3%
CIA
187
Covington Investment Advisors
Pennsylvania
$395K -$5.13K -65 -1%
CA
188
Cetera Advisors
Colorado
$388K +$24.7K +313 +7%
BSB
189
Bangor Savings Bank
Maine
$378K +$381K +4,826 New
BOK
190
Bank of Kentucky
Kentucky
$362K -$16.2K -205 -4%
TT
191
Tower Trust
Indiana
$348K – – –
NA
192
Nottingham Advisors
New York
$344K -$27.6K -350 -7%
BDF
193
Balasa Dinverno & Foltz
$338K – – –
NAM
194
North American Management
Massachusetts
$321K – – –
CCM
195
Condor Capital Management
New Jersey
$320K +$323K +4,090 New
RIA
196
Regal Investment Advisors
Michigan
$318K +$15.2K +193 +5%
LPT
197
Legacy Private Trust
Wisconsin
$317K +$31.6K +400 +11%
SSWM
198
Sheets Smith Wealth Management
North Carolina
$316K -$26.8K -340 -8%
LW
199
Linscomb Wealth
Texas
$315K +$1.97K +25 +0.6%
MCM
200
Manchester Capital Management
Vermont
$313K – – –
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