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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
501
Lake Street Private Wealth
Illinois
$395K -$315K -2,650 -39%
PL
502
Plancorp LLC
Missouri
$394K -$189K -1,585 -28%
EAM
503
Evanson Asset Management
California
$392K +$119 +1 +0%
CPO
504
Cerity Partners OCIO
New York
$390K – – –
ZF
505
Zhang Financial
Michigan
$382K – – –
VC
506
Veracity Capital
Georgia
$381K -$113K -952 -19%
FHA
507
First Horizon Advisors
Tennessee
$381K +$55.1K +463 +13%
SBWM
508
Sunflower Bank Wealth Management
Arizona
$380K -$41.1K -345 -8%
TFCP
509
Twin Focus Capital Partners
Massachusetts
$376K -$595 -5 -0.1%
AAP
510
Arax Advisory Partners
Colorado
$375K -$101K -847 -18%
LJAC
511
L.J. Altfest & Co
New York
$375K +$464K +3,900 New
BWA
512
Beam Wealth Advisors
Louisiana
$374K -$935K -7,854 -67%
KPCM
513
Kings Point Capital Management
New York
$374K -$157K -1,316 -25%
OFG
514
Oxford Financial Group
Indiana
$370K – – –
MPCG
515
Matrix Private Capital Group
New York
$369K +$7.26K +61 +2%
SSB
516
Sandy Spring Bank
Maryland
$368K – – –
SXL
517
Summit X LLC
Missouri
$367K -$2.38K -20 -0.5%
PWA
518
Physician Wealth Advisors
Utah
$366K -$42.4K -356 -9%
FAT
519
First American Trust
California
$366K -$28K -235 -6%
SSW
520
Smith Shellnut Wilson
Mississippi
$366K – – –
CTC
521
Central Trust Company
Missouri
$360K -$8.93K -75 -2%
WPC
522
White Pine Capital
Minnesota
$350K -$1.78K -15 -0.4%
AWA
523
ARQ Wealth Advisors
Arizona
$347K +$428K +3,600 New
WEC
524
Winslow Evans & Crocker
Massachusetts
$344K – – –
HHRDM
525
H&H Retirement Design & Management
Nevada
$339K +$419K +3,523 New
19 20
21
22 23