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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMD
576
Cypress Capital Management (Delaware)
Delaware
$432K – – –
FFA
577
Founders Financial Alliance
North Carolina
$431K – – –
CF
578
Copperwynd Financial
Arizona
$431K +$407K +3,366 New
AC
579
Alexandria Capital
Virginia
$428K -$30.5K -252 -7%
PP
580
Professional Planning
California
$428K +$404K +3,342 New
SFS
581
Sowell Financial Services
Arkansas
$423K -$1.31M -10,866 -77%
WA
582
WBH Advisory
Maryland
$422K +$13.9K +115 +4%
SFWC
583
Strategic Family Wealth Counselors
New Jersey
$422K +$26.2K +217 +7%
NAS
584
Nicolet Advisory Services
Wisconsin
$422K +$399K +3,298 New
CAL
585
Capital Advisors Ltd
Ohio
$419K +$82.1K +679 +26%
RHBC
586
R.H. Bluestein & Co
Michigan
$414K -$5.44K -45 -1%
RG
587
Rikoon Group
New Mexico
$412K +$1.21K +10 +0.3%
NA
588
NewEdge Advisors
Louisiana
$411K -$725K -5,991 -65%
PS
589
Planned Solutions
California
$407K -$28.2K -233 -7%
AIS
590
American Investment Services
Massachusetts
$406K -$10.4K -86 -3%
GRP
591
Global Retirement Partners
California
$403K +$157K +1,301 +70%
TA
592
TrueWealth Advisors
Alabama
$403K +$371K +3,071 New
4WM
593
4J Wealth Management
Virginia
$399K +$377K +3,119 New
PFBT
594
Parkside Financial Bank & Trust
Missouri
$398K -$31K -256 -8%
MSAM
595
Moloney Securities Asset Management
Missouri
$398K +$9.43K +78 +3%
JGIA
596
Jackson Grant Investment Advisers
Connecticut
$397K +$2.3K +19 +0.6%
BTWM
597
Baker Tilly Wealth Management
Wisconsin
$396K +$374K +3,093 New
JIC
598
Joel Isaacson & Co
New York
$394K +$726 +6 +0.2%
KCA
599
Karn Couzens & Associates
Connecticut
$393K +$371K +3,069 New
TI
600
Truepoint Inc
Ohio
$390K +$369K +3,050 New
22 23
24
25 26