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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
601
Cabot Wealth Management
Massachusetts
$478K -$21.9K -163 -5%
GFP
602
Gryphon Financial Partners
Ohio
$478K – – –
CCMD
603
Cypress Capital Management (Delaware)
Delaware
$477K – – –
HPWM
604
Highland Private Wealth Management
Washington
$475K -$19.9K -148 -4%
SFWC
605
Strategic Family Wealth Counselors
New Jersey
$465K – – –
GGS
606
Galvin Gaustad & Stein
Arizona
$463K +$73.5K +546 +20%
RHBC
607
R.H. Bluestein & Co
Michigan
$457K – – –
WA
608
WBH Advisory
Maryland
$456K +$4.71K +35 +1%
UFA
609
US Financial Advisors
Massachusetts
$456K +$37.2K +276 +9%
RG
610
Rikoon Group
New Mexico
$455K – – –
NA
611
NewEdge Advisors
Louisiana
$452K -$2.29K -17 -0.5%
PS
612
Planned Solutions
California
$450K – – –
CTC
613
Central Trust Company
Missouri
$449K -$76.3K -567 -15%
AIS
614
American Investment Services
Massachusetts
$449K +$539 +4 +0.1%
MSAM
615
Moloney Securities Asset Management
Missouri
$446K +$6.46K +48 +2%
CMO
616
Covenant Multifamily Offices
Texas
$446K +$425K +3,160 New
JGIA
617
Jackson Grant Investment Advisers
Connecticut
$441K +$2.02K +15 +0.5%
PFBT
618
Parkside Financial Bank & Trust
Missouri
$439K – – –
EC
619
Estate Counselors
Wisconsin
$438K -$128K -950 -23%
BTWM
620
Baker Tilly Wealth Management
Wisconsin
$437K – – –
HIIFS
621
Harel Insurance Investments & Financial Services
Israel
$435K – – –
JIC
622
Joel Isaacson & Co
New York
$434K – – –
KCA
623
Karn Couzens & Associates
Connecticut
$434K +$135 +1 +0%
SYBT
624
Stock Yards Bank & Trust
Kentucky
$433K +$413K +3,067 New
TI
625
Truepoint Inc
Ohio
$431K – – –
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25
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