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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
201
Prospera Financial Services
Texas
$422K +$406K +4,934 New
JIR
202
James Investment Research
Ohio
$420K +$107K +1,300 +36%
AIA
203
Alerus Investment Advisors
Minnesota
$413K +$230K +2,789 +118%
BSB
204
Bangor Savings Bank
Maine
$409K -$2.88K -35 -0.7%
BAM
205
Berkshire Asset Management
Pennsylvania
$400K +$386K +4,686 New
NA
206
Nottingham Advisors
New York
$376K – – –
RIA
207
Regal Investment Advisors
Michigan
$355K +$7.82K +95 +2%
CCM
208
Condor Capital Management
New Jersey
$353K +$3.13K +38 +0.9%
NAM
209
North American Management
Massachusetts
$350K – – –
BDF
210
Balasa Dinverno & Foltz
$348K -$20.3K -246 -6%
SSWM
211
Sheets Smith Wealth Management
North Carolina
$345K – – –
MCM
212
Manchester Capital Management
Vermont
$342K – – –
PFBT
213
Parkside Financial Bank & Trust
Missouri
$342K +$5.35K +65 +2%
NEPWA
214
New England Private Wealth Advisors
Massachusetts
$339K +$326K +3,960 New
TT
215
Tower Trust
Indiana
$338K -$40.2K -488 -11%
LW
216
Linscomb Wealth
Texas
$335K -$8.56K -104 -3%
CPO
217
Cerity Partners OCIO
New York
$335K +$82 +1 +0%
AL
218
Aspiriant LLC
California
$323K +$311K +3,779 New
BOK
219
Bank of Kentucky
Kentucky
$322K -$71.2K -865 -19%
WCM
220
Wealthcare Capital Management
Virginia
$322K -$1.24K -15 -0.4%
TNBTD
221
Trustmark National Bank Trust Department
Mississippi
$317K – – –
MG
222
Mather Group
Illinois
$315K +$303K +3,680 New
DSA
223
Davis Selected Advisers
Arizona
$310K +$299K +3,632 New
PSI
224
Pinnacle Summer Investments
Virginia
$294K +$1.4K +17 +0.5%
TTWM
225
TCV Trust & Wealth Management
Virginia
$291K -$145K -1,760 -34%
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9
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