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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
501
Plancorp LLC
Missouri
$394K -$189K -1,585 -28%
EAM
502
Evanson Asset Management
California
$392K +$119 +1 +0%
CPO
503
Cerity Partners OCIO
New York
$390K – – –
ZF
504
Zhang Financial
Michigan
$382K – – –
VC
505
Veracity Capital
Georgia
$381K -$113K -952 -19%
FHA
506
First Horizon Advisors
Tennessee
$381K +$55.1K +463 +13%
SBWM
507
Sunflower Bank Wealth Management
Arizona
$380K -$41.1K -345 -8%
TFCP
508
Twin Focus Capital Partners
Massachusetts
$376K -$595 -5 -0.1%
AAP
509
Arax Advisory Partners
Colorado
$375K -$101K -847 -18%
LJAC
510
L.J. Altfest & Co
New York
$375K +$464K +3,900 New
BWA
511
Beam Wealth Advisors
Louisiana
$374K -$935K -7,854 -67%
KPCM
512
Kings Point Capital Management
New York
$374K -$157K -1,316 -25%
OFG
513
Oxford Financial Group
Indiana
$370K – – –
MPCG
514
Matrix Private Capital Group
New York
$369K +$7.26K +61 +2%
SSB
515
Sandy Spring Bank
Maryland
$368K – – –
SXL
516
Summit X LLC
Missouri
$367K -$2.38K -20 -0.5%
PWA
517
Physician Wealth Advisors
Utah
$366K -$42.4K -356 -9%
FAT
518
First American Trust
California
$366K -$28K -235 -6%
SSW
519
Smith Shellnut Wilson
Mississippi
$366K – – –
CTC
520
Central Trust Company
Missouri
$360K -$8.93K -75 -2%
WPC
521
White Pine Capital
Minnesota
$350K -$1.78K -15 -0.4%
AWA
522
ARQ Wealth Advisors
Arizona
$347K +$428K +3,600 New
WEC
523
Winslow Evans & Crocker
Massachusetts
$344K – – –
HHRDM
524
H&H Retirement Design & Management
Nevada
$339K +$419K +3,523 New
HPWM
525
Highland Private Wealth Management
Washington
$338K – – –
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