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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
576
Chas P. Smith & Associates (CPS)
Florida
$278K -$11.3K -100 -4%
FPGK
577
Financial Partners Group (Kansas)
Kansas
$278K +$26.7K +236 +11%
ST
578
Spinnaker Trust
Maine
$277K – – –
TPWA
579
TRUE Private Wealth Advisors
Oregon
$275K -$6.29M -55,548 -96%
W
580
Wealthquest
Ohio
$273K – – –
RMDI
581
R.M. Davis Inc
Maine
$273K +$34.3K +303 +14%
LF
582
Lee Financial
Texas
$272K +$109K +961 +66%
CWM
583
Chesapeake Wealth Management
Virginia
$268K – – –
HIIFS
584
Harel Insurance Investments & Financial Services
Israel
$267K – – –
WSFS
585
Wilmington Savings Fund Society
Delaware
$267K – – –
CAM
586
Close Asset Management
United Kingdom
$265K – – –
DC
587
Davenport & Co
Virginia
$265K – – –
WCF
588
West Coast Financial
California
$265K – – –
TP
589
Tranquility Partners
Tennessee
$264K +$266K +2,347 New
FAAM
590
First Ascent Asset Management
Colorado
$262K -$308K -2,718 -54%
RSWM
591
Robertson Stephens Wealth Management
California
$262K +$3.97K +35 +2%
FP
592
Financial Perspectives
Minnesota
$261K +$1.93K +17 +0.7%
RIA
593
Realta Investment Advisors
Delaware
$260K +$262K +2,308 New
KA
594
Klingman & Associates
New York
$259K +$28.3K +250 +12%
NIA
595
Northstar Investment Advisors
Colorado
$259K +$261K +2,304 New
SFWA
596
Summit Financial Wealth Advisors
Louisiana
$257K – – –
HCM
597
Hutchinson Capital Management
California
$253K – – –
VWA
598
Visionary Wealth Advisors
Illinois
$253K +$255K +2,248 New
HA
599
Hamel Associates
New Jersey
$251K -$23.8K -210 -9%
CCM
600
Colorado Capital Management
Colorado
$247K +$1.59K +14 +0.6%
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