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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
426
Keystone Financial Group (Kentucky)
Kentucky
$411K +$314K +2,837 New
GCA
427
Gradient Capital Advisors
California
$411K +$398K +3,596 New
PCMK
428
Paragon Capital Management (Kansas)
Kansas
$409K +$397K +3,582 New
WEC
429
Winslow Evans & Crocker
Massachusetts
$408K – – –
BA
430
Birinyi Associates
Connecticut
$406K – – –
CCM
431
Condor Capital Management
New Jersey
$399K -$2.66K -24 -0.7%
CAL
432
Capital Advisors Ltd
Ohio
$398K +$997 +9 +0.3%
MPM
433
Meritage Portfolio Management
Kansas
$394K -$33.2K -300 -8%
LSA
434
L & S Advisors
California
$394K +$13.3K +120 +4%
SFPM
435
Sensible Financial Planning & Management
Massachusetts
$394K +$382K +3,451 New
WB
436
WesBanco Bank
West Virginia
$393K +$30K +271 +9%
PWA
437
Peterson Wealth Advisors
Utah
$392K +$380K +3,433 New
SCM
438
SOL Capital Management
Maryland
$387K -$3.88K -35 -1%
TTWM
439
TCV Trust & Wealth Management
Virginia
$383K – – –
BIM
440
Bridges Investment Management
Nebraska
$382K +$371K +3,345 New
MPWT
441
MassMutual Private Wealth & Trust
Connecticut
$377K – – –
GTAM
442
Global Trust Asset Management
Florida
$373K +$362K +3,270 New
APA
443
American Portfolios Advisors
New York
$373K +$361K +3,261 New
HI
444
Horizon Investments
North Carolina
$371K – – –
FCI
445
Financial Counselors Inc
Kansas
$364K -$13.8K -125 -4%
DC
446
Davenport & Co
Virginia
$360K – – –
PFBT
447
Parkside Financial Bank & Trust
Missouri
$359K -$9.53K -86 -3%
CCT
448
Country Club Trust
Missouri
$355K – – –
TI
449
Truepoint Inc
Ohio
$355K – – –
EAM
450
Evanson Asset Management
California
$351K -$55.3K -499 -14%
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