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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
CCG Wealth Management
California
$230K – – –
RG
677
Retirement Group
California
$230K +$219K +1,764 New
CBN
678
Cadence Bank NA
Texas
$229K – – –
AA
679
Ancora Advisors
Ohio
$226K -$4.28M -34,400 -95%
WOC
680
West Oak Capital
California
$225K -$12.4K -100 -5%
TWM
681
Titus Wealth Management
California
$225K – – –
GI
682
Gradient Investments
Minnesota
$223K -$50.1M -402,580 -100%
FNBOO
683
First National Bank of Omaha
Nebraska
$223K -$53.1K -427 -20%
WA
684
Waverly Advisors
Alabama
$222K – – –
MCM
685
Murphy Capital Management
New Jersey
$221K – – –
CFS
686
CRA Financial Services
New Jersey
$217K +$208K +1,670 New
VDI
687
Vaughan David Investments
Illinois
$216K -$12.4K -100 -6%
IFS
688
Ifrah Financial Services
Arkansas
$216K -$2.24K -18 -1%
LP
689
LGL Partners
Pennsylvania
$216K +$207K +1,661 New
TFGT
690
TS Financial Group (TSFG)
Illinois
$215K -$1.74K -14 -0.8%
WA1
691
Wimmer Associates 1
California
$215K +$205K +1,650 New
PS
692
Portfolio Strategies
New York
$215K +$206K +1,653 New
LSA
693
L & S Advisors
California
$213K +$203K +1,634 New
AL
694
Aspiriant LLC
California
$210K -$27.9K -224 -12%
BBHC
695
Brown Brothers Harriman & Co
New York
$209K +$6.72K +54 +3%
PA
696
Parkside Advisors
California
$208K -$154K -1,241 -44%
CG
697
Caprock Group
Idaho
$203K -$21.8K -175 -10%
AF
698
Alerus Financial
North Dakota
$203K +$194K +1,561 New
PWPS
699
Pinnacle Wealth Planning Services
Ohio
$202K -$655K -5,261 -77%
GLA
700
Good Life Advisors
Pennsylvania
$200K +$190K +1,528 New
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