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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
626
Charles Schwab Trust
Nevada
$558K – – –
AL
627
Aspiriant LLC
California
$557K -$9.92K -70 -2%
SCA
628
Snowden Capital Advisors
New York
$557K -$7.51K -53 -1%
CS
629
Capital Square
Tennessee
$550K – – –
OCM
630
One Capital Management
California
$542K -$4.39K -31 -0.7%
AT
631
American Trust
Kentucky
$541K -$193K -1,363 -24%
SWA
632
Stratos Wealth Advisors
Ohio
$541K -$31.6K -223 -5%
OWA
633
Opal Wealth Advisors
New York
$536K +$590K +4,167 New
KPWS
634
Kestra Private Wealth Services
Texas
$535K +$313K +2,207 +113%
AWA
635
Arete Wealth Advisors
Illinois
$535K +$319K +2,251 +118%
MA
636
MCF Advisors
Kentucky
$534K – – –
CPA
637
Capital Planning Advisors
California
$533K – – –
CPW
638
Catalyst Private Wealth
California
$532K – – –
PTC
639
Private Trust Company
Ohio
$532K +$129K +911 +28%
WIA
640
World Investment Advisors
California
$530K -$191K -1,347 -25%
AWA
641
Aaron Wealth Advisors
Illinois
$527K -$13.2K -93 -2%
JFGIW
642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$521K -$37.8K -267 -7%
PCM
643
Parsons Capital Management
Rhode Island
$521K +$140K +988 +32%
H
644
HoyleCohen
California
$517K +$120K +845 +27%
PWP
645
Pursue Wealth Partners
California
$514K – – –
S
646
SignatureFD
Georgia
$510K -$105K -743 -16%
NCM
647
Novare Capital Management
North Carolina
$510K – – –
PL
648
Plancorp LLC
Missouri
$510K +$53.6K +378 +11%
PMFA
649
Plante Moran Financial Advisors
Michigan
$507K +$488K +3,444 +687%
SIG
650
Stonegate Investment Group
Alabama
$506K +$69.7K +492 +14%
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