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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
526
Marino Stram & Associates
Massachusetts
$1.01M +$26.8K +174 +3%
HIA
527
Harbor Investment Advisory
Maryland
$1M +$132K +856 +15%
CPSC
528
Carl P. Sherr & Co
Massachusetts
$999K -$115K -748 -10%
GAM
529
Gemmer Asset Management
California
$989K -$17.5K -114 -2%
BJL
530
Brighton Jones LLC
Washington
$983K -$32.2K -209 -3%
PPW
531
PACK Private Wealth
Minnesota
$981K +$48.9K +318 +5%
AWA
532
Alta Wealth Advisors
Massachusetts
$981K +$281K +1,828 +41%
TIM
533
Thompson Investment Management
Wisconsin
$979K -$12.9K -84 -1%
NCG
534
Newport Capital Group
New Jersey
$975K -$8.93K -58 -0.9%
SWA
535
Strategies Wealth Advisors
Michigan
$971K -$10.8K -70 -1%
LA
536
Legacy Advisors
Pennsylvania
$970K +$959K +6,232 New
JAG
537
Journey Advisory Group
Kentucky
$968K -$35.7K -232 -4%
BCV
538
Banque Cantonale Vaudoise
Switzerland
$966K +$954K +6,200 New
AC
539
AWM Capital
Arizona
$960K – – –
MA
540
MCF Advisors
Kentucky
$959K +$948K +6,158 New
GG
541
Gofen & Glossberg
Illinois
$949K +$154 +1 +0%
LC
542
Lindbrook Capital
California
$945K +$892K +5,799 +2,140%
WT
543
Whittier Trust
California
$943K – – –
FCI
544
Financial Counselors Inc
Kansas
$942K -$27.2K -177 -3%
SWA
545
SOA Wealth Advisors
New York
$941K – – –
WOC
546
West Oak Capital
California
$937K +$50.8K +330 +6%
IWA
547
Inspirion Wealth Advisors
Illinois
$933K -$12.3K -80 -1%
CB
548
Community Bank
New York
$933K +$9.69K +63 +1%
SAM
549
Summit Asset Management
Tennessee
$927K -$36.9K -240 -4%
AT
550
American Trust
Kentucky
$925K +$698K +4,538 +324%
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