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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
576
Sugarloaf Wealth Management
Georgia
$403K +$385K +3,095 New
TI
577
Truepoint Inc
Ohio
$401K – – –
CCT
578
Country Club Trust
Missouri
$400K -$622 -5 -0.2%
TI
579
Trexquant Investment
Connecticut
$398K +$381K +3,060 New
JGIA
580
Jackson Grant Investment Advisers
Connecticut
$393K +$2.12K +17 +0.6%
WP
581
WealthShield Partners
North Carolina
$391K -$38.9K -313 -9%
FFS
582
Founders Financial Securities
Maryland
$391K +$374K +3,002 New
UIA
583
UBP Investment Advisors
Switzerland
$390K – – –
TTWM
584
TCV Trust & Wealth Management
Virginia
$387K – – –
PCA
585
Personal Capital Advisors
California
$387K +$370K +2,976 New
CSPIA
586
Cary Street Partners Investment Advisory
Virginia
$384K +$367K +2,951 New
BFA
587
Beaumont Financial Advisors
Massachusetts
$380K +$30K +241 +9%
CFA
588
Carroll Financial Associates
North Carolina
$376K +$26.3K +211 +8%
BFM
589
Boston Financial Management
Massachusetts
$373K +$357K +2,868 New
BA
590
Birinyi Associates
Connecticut
$371K – – –
CL
591
Cabana LLC
Arkansas
$371K +$1.99K +16 +0.6%
WA
592
WBH Advisory
Maryland
$371K +$50.1K +403 +16%
WF
593
Welch & Forbes
Massachusetts
$366K – – –
FWM
594
Filbrandt Wealth Management
Wisconsin
$366K +$351K +2,818 New
SWM
595
Stockman Wealth Management
Montana
$364K – – –
CIC
596
Carnegie Investment Counsel
Ohio
$363K +$69.7K +560 +25%
PWA
597
Peterson Wealth Advisors
Utah
$362K -$3.36K -27 -1%
GCA
598
Gradient Capital Advisors
California
$353K – – –
LSAG
599
Lake Street Advisors Group
New Hampshire
$353K +$338K +2,716 New
WCM
600
WealthBridge Capital Management
Ohio
$352K – – –
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