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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
476
Snowden Capital Advisors
New York
$452K – – –
GRP
477
Global Retirement Partners
California
$452K +$167K +1,402 +43%
FHA
478
Flagship Harbor Advisors
Massachusetts
$449K +$6.78K +57 +1%
DI
479
Disciplined Investments
Oklahoma
$446K -$163K -1,371 -23%
AC
480
Alexandria Capital
Virginia
$444K +$15.8K +133 +3%
CWAF
481
Core Wealth Advisors (Florida)
Florida
$440K – – –
ZCA
482
Zeke Capital Advisors
Pennsylvania
$434K – – –
FI
483
FormulaFolio Investments
Michigan
$431K -$7.35M -61,779 -93%
PFBT
484
Parkside Financial Bank & Trust
Missouri
$428K -$357 -3 -0.1%
JGC
485
J. Goldman & Co
New York
$428K +$530K +4,450 New
OPA
486
Old Port Advisors
Maine
$426K -$67.6K -568 -11%
NAM
487
NTV Asset Management
West Virginia
$423K – – –
CFA
488
CWS Financial Advisors
Michigan
$420K – – –
SCI
489
S&CO Inc
Massachusetts
$419K – – –
CCM
490
Coldstream Capital Management
Washington
$415K +$40.8K +343 +9%
RIS
491
Retirement Income Solutions
Michigan
$412K – – –
LS
492
Leelyn Smith
Illinois
$406K +$502K +4,222 New
APA
493
American Portfolios Advisors
New York
$400K -$1.06M -8,949 -68%
CS
494
Capital Square
Tennessee
$400K – – –
NDSI
495
Newman Dignan & Sheerar Inc
Rhode Island
$398K -$43.3K -364 -9%
FC
496
Ferris Capital
Massachusetts
$398K – – –
OWD
497
Osborn Williams & Donohoe
Ohio
$398K – – –
SFPM
498
Sensible Financial Planning & Management
Massachusetts
$398K – – –
ACI
499
Alpha Cubed Investments
California
$397K -$10.9K -92 -2%
MBT
500
Montecito Bank & Trust
California
$396K – – –
18 19
20
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