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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
651
Personal Capital Advisors
California
$648K +$206K +1,442 +48%
SCA
652
Snowden Capital Advisors
New York
$646K +$17.1K +120 +3%
KA
653
Kovack Advisors
Florida
$644K -$52.4K -367 -8%
CS
654
Credit Suisse
Switzerland
$644K -$2.72M -19,061 -81%
FWA
655
FSM Wealth Advisors
Ohio
$644K – – –
SIG
656
Stonegate Investment Group
Alabama
$644K +$71.4K +500 +13%
KWMG
657
King Wealth Management Group
Florida
$642K – – –
WTC
658
WhitTier Trust Company
Nevada
$642K – – –
SFWC
659
Strategic Family Wealth Counselors
New Jersey
$640K – – –
PCM
660
Parsons Capital Management
Rhode Island
$640K +$51.4K +360 +9%
CTC
661
Central Trust Company
Missouri
$639K – – –
SCI
662
S&CO Inc
Massachusetts
$631K – – –
CST
663
Charles Schwab Trust
Nevada
$630K – – –
CT
664
Cambridge Trust
Massachusetts
$630K -$87.8K -615 -12%
MG
665
Mather Group
Illinois
$623K -$16.4K -115 -3%
CS
666
Capital Square
Tennessee
$621K – – –
NL
667
Navalign LLC
California
$621K -$54.2K -380 -8%
VVP
668
Venture Visionary Partners
Ohio
$616K -$36.8K -258 -6%
SHWM
669
Silicon Hills Wealth Management
Texas
$612K -$185K -1,299 -24%
H
670
HoyleCohen
California
$603K +$19.3K +135 +3%
MA
671
MCF Advisors
Kentucky
$603K – – –
CPA
672
Capital Planning Advisors
California
$602K – – –
PCMC
673
Private Capital Management (Colorado)
Colorado
$597K +$160K +1,121 +37%
CBFP
674
Cedar Brook Financial Partners
Ohio
$591K +$581K +4,072 New
LA
675
Lynch & Associates
Indiana
$590K -$113K -791 -16%
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