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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
451
Prism Advisors
California
$547K – – –
BDF
452
Balasa Dinverno & Foltz
$541K +$545K +4,809 New
COF
453
Capital One Financial
Virginia
$540K -$47.1K -416 -8%
SCA
454
Snowden Capital Advisors
New York
$540K +$11.3K +100 +2%
VFA
455
Valeo Financial Advisors
Indiana
$535K -$11.3K -100 -2%
DI
456
Disciplined Investments
Oklahoma
$531K +$113 +1 +0%
BS
457
Boenning & Scattergood
Pennsylvania
$525K -$62K -547 -10%
APW
458
Aurora Private Wealth
New Jersey
$521K -$131K -1,160 -20%
AF
459
Allworth Financial
California
$520K +$38.2K +337 +8%
ZF
460
Zhang Financial
Michigan
$510K +$177K +1,561 +54%
AW
461
ACG Wealth
Georgia
$509K -$55.5K -490 -10%
PWM
462
Perigon Wealth Management
California
$508K -$170K -1,500 -25%
ZCA
463
Zeke Capital Advisors
Pennsylvania
$507K – – –
LW
464
Linscomb Wealth
Texas
$493K -$24K -212 -5%
CCM
465
Coldstream Capital Management
Washington
$493K +$8.27K +73 +2%
SCI
466
S&CO Inc
Massachusetts
$489K – – –
WCM
467
WealthBridge Capital Management
Ohio
$489K +$187K +1,646 +61%
OPA
468
Old Port Advisors
Maine
$487K -$5.33K -47 -1%
LTI
469
Laffer Tengler Investments
Tennessee
$486K – – –
DADC
470
D.A. Davidson & Co
Montana
$484K -$50.7K -447 -9%
WANY
471
Wealthspire Advisors (New York)
New York
$479K +$11.1K +98 +2%
FHA
472
Flagship Harbor Advisors
Massachusetts
$476K +$1.47K +13 +0.3%
FC
473
Ferris Capital
Massachusetts
$472K +$6.8K +60 +1%
BCP
474
Blue Chip Partners
Michigan
$469K +$59.3K +523 +14%
CS
475
Capital Square
Tennessee
$467K – – –
17 18
19
20 21