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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
626
Highland Private Wealth Management
Washington
$561K – – –
SCI
627
S&CO Inc
Massachusetts
$559K – – –
CST
628
Charles Schwab Trust
Nevada
$558K – – –
AL
629
Aspiriant LLC
California
$557K -$9.92K -70 -2%
SCA
630
Snowden Capital Advisors
New York
$557K -$7.51K -53 -1%
CS
631
Capital Square
Tennessee
$550K – – –
OCM
632
One Capital Management
California
$542K -$4.39K -31 -0.7%
AT
633
American Trust
Kentucky
$541K -$193K -1,363 -24%
SWA
634
Stratos Wealth Advisors
Ohio
$541K -$31.6K -223 -5%
OWA
635
Opal Wealth Advisors
New York
$536K +$590K +4,167 New
KPWS
636
Kestra Private Wealth Services
Texas
$535K +$313K +2,207 +113%
AWA
637
Arete Wealth Advisors
Illinois
$535K +$319K +2,251 +118%
MA
638
MCF Advisors
Kentucky
$534K – – –
CPA
639
Capital Planning Advisors
California
$533K – – –
CPW
640
Catalyst Private Wealth
California
$532K – – –
PTC
641
Private Trust Company
Ohio
$532K +$129K +911 +28%
WIA
642
World Investment Advisors
California
$530K -$191K -1,347 -25%
AWA
643
Aaron Wealth Advisors
Illinois
$527K -$13.2K -93 -2%
JFGIW
644
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$521K -$37.8K -267 -7%
PCM
645
Parsons Capital Management
Rhode Island
$521K +$140K +988 +32%
H
646
HoyleCohen
California
$517K +$120K +845 +27%
PWP
647
Pursue Wealth Partners
California
$514K – – –
S
648
SignatureFD
Georgia
$510K -$105K -743 -16%
NCM
649
Novare Capital Management
North Carolina
$510K – – –
PL
650
Plancorp LLC
Missouri
$510K +$53.6K +378 +11%
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26
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