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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
601
TPG Financial Advisors
Oregon
$494K – – –
CCM
602
Coldstream Capital Management
Washington
$493K -$66.2K -444 -9%
OPA
603
Old Port Advisors
Maine
$492K -$2.09K -14 -0.4%
WAP
604
Wealthcare Advisory Partners
Pennsylvania
$489K -$38.3K -257 -7%
HPWM
605
Highland Private Wealth Management
Washington
$489K – – –
CWM
606
Cabot Wealth Management
Massachusetts
$488K -$1.49K -10 -0.3%
COF
607
Capital One Financial
Virginia
$483K +$25.9K +174 +6%
TFS
608
TrustCore Financial Services
Tennessee
$481K -$56.3K -378 -10%
TW
609
Towerpoint Wealth
California
$480K -$102K -685 -17%
SFWC
610
Strategic Family Wealth Counselors
New Jersey
$479K – – –
TP
611
Tranquility Partners
Tennessee
$477K +$35.8K +240 +8%
RHBC
612
R.H. Bluestein & Co
Michigan
$474K – – –
WA
613
WBH Advisory
Maryland
$472K +$1.49K +10 +0.3%
MA
614
MCF Advisors
Kentucky
$471K +$443K +2,976 +1,145%
APW
615
Aurora Private Wealth
New Jersey
$470K -$527K -3,538 -52%
CA
616
Calton & Associates
Florida
$468K +$480K +3,218 New
WAM
617
WNY Asset Management
New York
$465K -$4.02K -27 -0.8%
WH
618
Whitcomb & Hess
Ohio
$464K -$4.92K -33 -1%
MSAM
619
Moloney Securities Asset Management
Missouri
$464K +$4.62K +31 +1%
CTC
620
Central Trust Company
Missouri
$462K – – –
AIS
621
American Investment Services
Massachusetts
$461K – – –
JGIA
622
Jackson Grant Investment Advisers
Connecticut
$458K +$2.68K +18 +0.6%
BCP
623
Blue Chip Partners
Michigan
$455K -$59.2K -397 -11%
SWM
624
SeaCrest Wealth Management
New York
$455K +$596 +4 +0.1%
GFP
625
Gryphon Financial Partners
Ohio
$452K -$41.3K -277 -8%
23 24
25
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