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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
526
Planning Center Inc
Illinois
$1.01M – – –
CGA
527
Crescent Grove Advisors
Illinois
$1.01M +$382K +2,480 +62%
MSA
528
Marino Stram & Associates
Massachusetts
$1.01M +$26.8K +174 +3%
HIA
529
Harbor Investment Advisory
Maryland
$1M +$132K +856 +15%
CPSC
530
Carl P. Sherr & Co
Massachusetts
$999K -$115K -748 -10%
GAM
531
Gemmer Asset Management
California
$989K -$17.5K -114 -2%
BJL
532
Brighton Jones LLC
Washington
$983K -$32.2K -209 -3%
PPW
533
PACK Private Wealth
Minnesota
$981K +$48.9K +318 +5%
AWA
534
Alta Wealth Advisors
Massachusetts
$981K +$281K +1,828 +41%
TIM
535
Thompson Investment Management
Wisconsin
$979K -$12.9K -84 -1%
NCG
536
Newport Capital Group
New Jersey
$975K -$8.93K -58 -0.9%
SWA
537
Strategies Wealth Advisors
Michigan
$971K -$10.8K -70 -1%
LA
538
Legacy Advisors
Pennsylvania
$970K +$959K +6,232 New
JAG
539
Journey Advisory Group
Kentucky
$968K -$35.7K -232 -4%
BCV
540
Banque Cantonale Vaudoise
Switzerland
$966K +$954K +6,200 New
AC
541
AWM Capital
Arizona
$960K – – –
MA
542
MCF Advisors
Kentucky
$959K +$948K +6,158 New
GG
543
Gofen & Glossberg
Illinois
$949K +$154 +1 +0%
LC
544
Lindbrook Capital
California
$945K +$892K +5,799 +2,140%
WT
545
Whittier Trust
California
$943K – – –
FCI
546
Financial Counselors Inc
Kansas
$942K -$27.2K -177 -3%
SWA
547
SOA Wealth Advisors
New York
$941K – – –
WOC
548
West Oak Capital
California
$937K +$50.8K +330 +6%
IWA
549
Inspirion Wealth Advisors
Illinois
$933K -$12.3K -80 -1%
CB
550
Community Bank
New York
$933K +$9.69K +63 +1%
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