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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
551
1900 Wealth Management
Texas
$873K +$95.5K +647 +11%
AWA
552
Alta Wealth Advisors
Massachusetts
$870K +$2.95K +20 +0.3%
WWM
553
Windsor Wealth Management
Indiana
$866K -$33.4K -226 -3%
DL
554
DOHJ LLC
Washington
$859K +$150K +1,018 +19%
LA
555
Legacy Advisors
Pennsylvania
$857K – – –
CPSC
556
Carl P. Sherr & Co
Massachusetts
$855K -$29.5K -200 -3%
SWP
557
ShoreHaven Wealth Partners
New Jersey
$852K +$915K +6,201 New
WOC
558
West Oak Capital
California
$851K +$25.8K +175 +3%
AC
559
AWM Capital
Arizona
$846K -$1.33K -9 -0.1%
FPCG
560
Forum Private Client Group
Indiana
$844K +$115K +779 +15%
HSA
561
HBK Sorce Advisory
Pennsylvania
$842K -$3.13M -21,235 -78%
JIC
562
Johnson Investment Counsel
Ohio
$840K +$56.8K +385 +7%
OWA
563
Outlook Wealth Advisors
Texas
$838K -$64.6K -438 -7%
CSPIA
564
Cary Street Partners Investment Advisory
Virginia
$836K +$467K +3,161 +108%
LC
565
Lindbrook Capital
California
$834K – – –
IWN
566
Independent Wealth Network
Iowa
$832K -$292K -1,978 -25%
SWA
567
SOA Wealth Advisors
New York
$831K – – –
GG
568
Gofen & Glossberg
Illinois
$827K -$11.8K -80 -1%
CCM
569
Coldstream Capital Management
Washington
$818K +$443K +2,999 +102%
LTL
570
Lowery Thomas LLC
California
$806K +$672K +4,553 +348%
HIA
571
Harbor Investment Advisory
Maryland
$802K -$90.5K -613 -10%
LWANC
572
Laurel Wealth Advisors (North Carolina)
North Carolina
$799K -$1.48K -10 -0.2%
TFO
573
Tarbox Family Office
California
$798K +$1.18K +8 +0.1%
WIA
574
World Investment Advisors
California
$795K -$26.1M -176,874 -97%
CAC
575
Certified Advisory Corp
Florida
$795K +$7.23K +49 +0.9%
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