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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
201
Alesco Advisors
New York
$14.2M -$323K -1,671 -2%
TNBTD
202
Trustmark National Bank Trust Department
Mississippi
$14.2M +$247K +1,276 +2%
WANY
203
Wealthspire Advisors (New York)
New York
$14.2M +$7.48M +38,637 +108%
OWA
204
One Wealth Advisors
California
$14.1M +$4.08M +21,096 +40%
DW
205
Durante & Waters
New York
$14.1M -$620K -3,206 -4%
FNBT
206
FineMark National Bank & Trust
Florida
$13.9M -$1.94M -10,044 -12%
EL
207
EQ LLC
Washington
$13.8M +$1.46M +7,537 +12%
DA
208
Detalus Advisors
Missouri
$13.7M +$3.67M +18,986 +36%
RFA
209
RTD Financial Advisors
Pennsylvania
$13.6M -$894K -4,621 -6%
TCM
210
Thoma Capital Management
Maryland
$13.5M +$2.01M +10,396 +17%
TWP
211
Triad Wealth Partners
Kansas
$13.5M +$4.28M +22,115 +45%
TPI
212
Trust Point Inc
Wisconsin
$13.4M – – –
TF
213
Trek Financial
Arizona
$13.3M +$6.44M +33,292 +91%
CAL
214
Capital Analysts LLC
Pennsylvania
$13.3M +$2.47M +12,739 +22%
KFP
215
KMG Fiduciary Partners
Ohio
$13.3M -$111K -575 -0.8%
KFS
216
Kelly Financial Services
Massachusetts
$13.2M +$6.79M +35,096 +102%
SPIA
217
Steward Partners Investment Advisory
New York
$13.1M +$2.86M +14,801 +27%
ASW
218
Astoria Strategic Wealth
Texas
$12.9M +$448K +2,316 +4%
PFG
219
PAX Financial Group
Texas
$12.8M +$4.21M +21,773 +48%
OAM
220
Occidental Asset Management
California
$12.8M +$3.48K +18 +0%
UB
221
UMB Bank
Missouri
$12.6M -$692K -3,574 -5%
BEC
222
Blue Edge Capital
Virginia
$12.6M +$580K +2,999 +5%
WSFS
223
Wilmington Savings Fund Society
Delaware
$12.5M -$55.9K -289 -0.4%
ASN
224
Advisory Services Network
Georgia
$12.5M +$844K +4,363 +7%
JWCA
225
J.W. Cole Advisors
Florida
$12.3M +$581K +3,005 +5%
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