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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
651
McGlone Suttner Wealth Management
Wisconsin
$649K +$638K +4,472 New
MPCG
652
Matrix Private Capital Group
New York
$649K – – –
PCA
653
Personal Capital Advisors
California
$648K +$206K +1,442 +48%
SCA
654
Snowden Capital Advisors
New York
$646K +$17.1K +120 +3%
KA
655
Kovack Advisors
Florida
$644K -$52.4K -367 -8%
CS
656
Credit Suisse
Switzerland
$644K -$2.72M -19,061 -81%
FWA
657
FSM Wealth Advisors
Ohio
$644K – – –
SIG
658
Stonegate Investment Group
Alabama
$644K +$71.4K +500 +13%
KWMG
659
King Wealth Management Group
Florida
$642K – – –
WTC
660
WhitTier Trust Company
Nevada
$642K – – –
SFWC
661
Strategic Family Wealth Counselors
New Jersey
$640K – – –
PCM
662
Parsons Capital Management
Rhode Island
$640K +$51.4K +360 +9%
CTC
663
Central Trust Company
Missouri
$639K – – –
SCI
664
S&CO Inc
Massachusetts
$631K – – –
CST
665
Charles Schwab Trust
Nevada
$630K – – –
CT
666
Cambridge Trust
Massachusetts
$630K -$87.8K -615 -12%
MG
667
Mather Group
Illinois
$623K -$16.4K -115 -3%
CS
668
Capital Square
Tennessee
$621K – – –
NL
669
Navalign LLC
California
$621K -$54.2K -380 -8%
VVP
670
Venture Visionary Partners
Ohio
$616K -$36.8K -258 -6%
SHWM
671
Silicon Hills Wealth Management
Texas
$612K -$185K -1,299 -24%
H
672
HoyleCohen
California
$603K +$19.3K +135 +3%
MA
673
MCF Advisors
Kentucky
$603K – – –
CPA
674
Capital Planning Advisors
California
$602K – – –
PCMC
675
Private Capital Management (Colorado)
Colorado
$597K +$160K +1,121 +37%
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