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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
551
Windsor Wealth Management
Indiana
$866K -$33.4K -226 -3%
DL
552
DOHJ LLC
Washington
$859K +$150K +1,018 +19%
LA
553
Legacy Advisors
Pennsylvania
$857K – – –
CPSC
554
Carl P. Sherr & Co
Massachusetts
$855K -$29.5K -200 -3%
SWP
555
ShoreHaven Wealth Partners
New Jersey
$852K +$915K +6,201 New
WOC
556
West Oak Capital
California
$851K +$25.8K +175 +3%
AC
557
AWM Capital
Arizona
$846K -$1.33K -9 -0.1%
FPCG
558
Forum Private Client Group
Indiana
$844K +$115K +779 +15%
HSA
559
HBK Sorce Advisory
Pennsylvania
$842K -$3.13M -21,235 -78%
JIC
560
Johnson Investment Counsel
Ohio
$840K +$56.8K +385 +7%
OWA
561
Outlook Wealth Advisors
Texas
$838K -$64.6K -438 -7%
CSPIA
562
Cary Street Partners Investment Advisory
Virginia
$836K +$467K +3,161 +108%
LC
563
Lindbrook Capital
California
$834K – – –
IWN
564
Independent Wealth Network
Iowa
$832K -$292K -1,978 -25%
SWA
565
SOA Wealth Advisors
New York
$831K – – –
GG
566
Gofen & Glossberg
Illinois
$827K -$11.8K -80 -1%
CCM
567
Coldstream Capital Management
Washington
$818K +$443K +2,999 +102%
LTL
568
Lowery Thomas LLC
California
$806K +$672K +4,553 +348%
HIA
569
Harbor Investment Advisory
Maryland
$802K -$90.5K -613 -10%
LWANC
570
Laurel Wealth Advisors (North Carolina)
North Carolina
$799K -$1.48K -10 -0.2%
TFO
571
Tarbox Family Office
California
$798K +$1.18K +8 +0.1%
WIA
572
World Investment Advisors
California
$795K -$26.1M -176,874 -97%
CAC
573
Certified Advisory Corp
Florida
$795K +$7.23K +49 +0.9%
IWA
574
Inspirion Wealth Advisors
Illinois
$793K -$32.8K -222 -4%
DI
575
Disciplined Investments
Oklahoma
$789K +$37.6K +255 +5%
21 22
23
24 25