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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
526
Cypress Wealth Services
California
$311K +$336K +3,074 New
TI
527
Truepoint Inc
Ohio
$308K – – –
PPP
528
Private Portfolio Partners
New Jersey
$305K +$329K +3,011 New
PPA
529
Parametric Portfolio Associates
Washington
$303K +$328K +2,995 New
JGIA
530
Jackson Grant Investment Advisers
Connecticut
$299K +$4.16K +38 +1%
NAM
531
NTV Asset Management
West Virginia
$295K – – –
HPWM
532
Highland Private Wealth Management
Washington
$291K – – –
RWA
533
Ropes Wealth Advisors
Massachusetts
$289K – – –
WF
534
Welch & Forbes
Massachusetts
$284K – – –
SWM
535
Stockman Wealth Management
Montana
$283K – – –
PWA
536
Peterson Wealth Advisors
Utah
$283K +$4.81K +44 +2%
CAMG
537
CWA Asset Management Group
Florida
$281K +$114K +1,040 +60%
CTC
538
Central Trust Company
Missouri
$280K – – –
LWM
539
Lenox Wealth Management
Ohio
$280K +$6.13K +56 +2%
DY
540
Dowling & Yahnke
California
$278K – – –
CP
541
Covenant Partners
Tennessee
$277K +$300K +2,738 New
MPM
542
Meritage Portfolio Management
Kansas
$277K +$300K +2,740 New
LWA
543
Lenox Wealth Advisors
New York
$274K – – –
WCM
544
WealthBridge Capital Management
Ohio
$273K +$296K +2,704 New
BFA
545
Beaumont Financial Advisors
Massachusetts
$271K +$293K +2,678 New
QCG
546
Quadrant Capital Group
Ohio
$269K – – –
CA
547
Claro Advisors
Massachusetts
$269K +$254K +2,321 New
MIFH
548
Migdal Insurance & Financial Holdings
Israel
$268K -$43.2K -395 -13%
SYBT
549
Stock Yards Bank & Trust
Kentucky
$268K – – –
AWM
550
Affinity Wealth Management
Delaware
$267K +$288K +2,635 New
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