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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
701
Pinnacle Wealth Planning Services
Ohio
$438K +$10.3K +68 +2%
ACP
702
Arcus Capital Partners
Georgia
$435K – – –
CIC
703
Carnegie Investment Counsel
Ohio
$434K +$27.4K +180 +7%
PFBT
704
Parkside Financial Bank & Trust
Missouri
$433K -$49.3K -324 -10%
PWA
705
Peterson Wealth Advisors
Utah
$432K +$1.98K +13 +0.5%
GCA
706
Gradient Capital Advisors
California
$425K – – –
AIS
707
American Investment Services
Massachusetts
$423K -$72.1K -474 -15%
WI
708
Wintrust Investments
Illinois
$422K +$3.5K +23 +0.9%
SSB
709
Sandy Spring Bank
Maryland
$421K +$12.8K +84 +3%
FIB
710
First Interstate Bank
Montana
$419K – – –
DWM
711
Darwin Wealth Management
Florida
$416K -$14.3K -94 -3%
BBHBI
712
B, B, H, & B Inc
Alabama
$416K +$404K +2,655 New
PIA
713
Perennial Investment Advisors
California
$416K +$404K +2,659 New
WPWM
714
Western Pacific Wealth Management
Illinois
$414K +$403K +2,647 New
ST
715
Spinnaker Trust
Maine
$410K – – –
HCM
716
Hutchinson Capital Management
California
$410K +$56.3K +370 +16%
CPSAC
717
Chas P. Smith & Associates (CPS)
Florida
$408K – – –
FPOC
718
Financial Planners of Cleveland
Ohio
$408K +$391K +2,571 New
MC
719
Mathes Company
New York
$407K – – –
WF
720
Welch & Forbes
Massachusetts
$407K – – –
CAI
721
Capital Advisors Inc
Oklahoma
$406K -$8.06K -53 -2%
CFA
722
CWS Financial Advisors
Michigan
$405K +$394K +2,588 New
SEM
723
Strategic Equity Management
Arizona
$402K -$219K -1,441 -36%
BCI
724
Brinker Capital Investments
Pennsylvania
$401K +$122K +804 +46%
IRAG
725
Investment Research & Advisory Group
Georgia
$399K -$248K -1,634 -39%
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