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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
551
Capital Square
Tennessee
$618K +$18.7K +139 +3%
PL
552
Plancorp LLC
Missouri
$617K +$673 +5 +0.1%
SCI
553
S&CO Inc
Massachusetts
$614K – – –
LW
554
Linscomb Wealth
Texas
$612K – – –
GWM
555
GSB Wealth Management
Connecticut
$611K +$582K +4,324 New
MBT
556
Montecito Bank & Trust
California
$607K +$24.8K +184 +4%
COF
557
Capital One Financial
Virginia
$603K -$81.5K -605 -12%
FC
558
Ferris Capital
Massachusetts
$593K – – –
CAL
559
Capital Advisors Ltd
Ohio
$591K +$122K +909 +28%
CPA
560
Capital Planning Advisors
California
$586K -$178K -1,322 -24%
S
561
SignatureFD
Georgia
$585K – – –
IFAM
562
Institutional & Family Asset Management
Colorado
$583K +$286K +2,127 +106%
OPA
563
Old Port Advisors
Maine
$571K -$38K -282 -7%
TTWM
564
TCV Trust & Wealth Management
Virginia
$569K -$8.08K -60 -1%
PWA
565
Physician Wealth Advisors
Utah
$567K +$2.56K +19 +0.5%
MPCG
566
Matrix Private Capital Group
New York
$566K – – –
TW
567
Towerpoint Wealth
California
$563K -$6.73K -50 -1%
CWP
568
Corepath Wealth Partners
Arizona
$549K +$2.69K +20 +0.5%
NAM
569
NTV Asset Management
West Virginia
$540K – – –
NEPWA
570
New England Private Wealth Advisors
Massachusetts
$540K +$673 +5 +0.1%
NDSI
571
Newman Dignan & Sheerar Inc
Rhode Island
$535K -$13.5K -100 -3%
TFS
572
TrustCore Financial Services
Tennessee
$535K -$2.69K -20 -0.5%
IFG
573
Independent Financial Group
California
$531K +$233K +1,733 +86%
SWA
574
Stratos Wealth Advisors
Ohio
$526K +$211K +1,569 +73%
FHA
575
Flagship Harbor Advisors
Massachusetts
$523K -$33.3K -247 -6%
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