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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Claro Advisors
Massachusetts
$423K – – –
UIA
627
UBP Investment Advisors
Switzerland
$420K – – –
PCMC
628
Private Capital Management (Colorado)
Colorado
$418K +$404 +3 +0.1%
WTB
629
Washington Trust Bank
Washington
$417K -$4.17K -31 -1%
BFA
630
Beaumont Financial Advisors
Massachusetts
$413K – – –
SWM
631
SeaCrest Wealth Management
New York
$412K +$539 +4 +0.1%
PP
632
Professional Planning
California
$408K -$60.6K -450 -13%
LSA
633
L & S Advisors
California
$407K +$388K +2,884 New
4WM
634
4J Wealth Management
Virginia
$406K -$32.7K -243 -8%
VC
635
Veracity Capital
Georgia
$403K +$20.9K +155 +6%
IFA
636
Interactive Financial Advisors
Illinois
$403K +$32.7K +243 +9%
TP
637
Tranquility Partners
Tennessee
$402K +$11.8K +88 +3%
WF
638
Welch & Forbes
Massachusetts
$397K – – –
ACI
639
Alpha Cubed Investments
California
$397K +$10.6K +79 +3%
PCG
640
Private Capital Group
Connecticut
$396K – – –
SWM
641
Stockman Wealth Management
Montana
$395K – – –
ACP
642
Arcus Capital Partners
Georgia
$393K – – –
SDAM
643
Shulman DeMeo Asset Management
New York
$393K – – –
ST
644
Spinnaker Trust
Maine
$392K +$41.7K +310 +13%
LSAG
645
Lake Street Advisors Group
New Hampshire
$390K +$808 +6 +0.2%
OPW
646
Oxler Private Wealth
New York
$390K +$96.1K +714 +35%
PWA
647
Peterson Wealth Advisors
Utah
$388K – – –
SXL
648
Summit X LLC
Missouri
$385K -$118K -874 -24%
WI
649
Wintrust Investments
Illinois
$385K +$367K +2,728 New
GCA
650
Gradient Capital Advisors
California
$383K – – –
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26
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