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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
201
Buckingham Strategic Wealth
Missouri
$473K -$69.4K -822 -13%
AC
202
Alexandria Capital
Virginia
$464K +$253 +3 +0.1%
BIM
203
BlackRock Investment Management
Delaware
$463K +$342K +4,049 +316%
CL
204
Choreo LLC
Illinois
$463K +$450K +5,327 New
FNBT
205
FineMark National Bank & Trust
Florida
$450K +$5.24K +62 +1%
PL
206
Plancorp LLC
Missouri
$449K +$436K +5,165 New
CIM
207
Confluence Investment Management
Missouri
$443K -$111K -1,310 -20%
SAM
208
Summit Asset Management
Tennessee
$441K -$11.7K -138 -3%
HNB
209
Huntington National Bank
Ohio
$439K – – –
CIA
210
Covington Investment Advisors
Pennsylvania
$435K – – –
EWA
211
EP Wealth Advisors
California
$432K +$167K +1,975 +66%
JIR
212
James Investment Research
Ohio
$428K – – –
RCA
213
Rex Capital Advisors
Rhode Island
$421K -$35.9K -425 -8%
BSB
214
Bangor Savings Bank
Maine
$415K -$1.27K -15 -0.3%
RFS
215
Rockefeller Financial Services
New York
$397K +$386K +4,572 New
NA
216
Nottingham Advisors
New York
$382K – – –
MAA
217
Managed Account Advisors
New Jersey
$374K -$2.42M -28,608 -87%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$374K -$97.6K -1,156 -21%
BRWA
219
B. Riley Wealth Advisors
Florida
$365K +$202K +2,391 +132%
RIA
220
Regal Investment Advisors
Michigan
$362K +$338 +4 +0.1%
SSWM
221
Sheets Smith Wealth Management
North Carolina
$351K – – –
MCM
222
Manchester Capital Management
Vermont
$348K – – –
MPM
223
Meritage Portfolio Management
Kansas
$345K +$80.7K +955 +32%
TT
224
Tower Trust
Indiana
$344K – – –
CPO
225
Cerity Partners OCIO
New York
$341K – – –
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