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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
701
TCV Trust & Wealth Management
Virginia
$439K – – –
OMC
702
Old Mission Capital
Illinois
$439K +$426K +2,800 New
PWPS
703
Pinnacle Wealth Planning Services
Ohio
$438K +$10.3K +68 +2%
ACP
704
Arcus Capital Partners
Georgia
$435K – – –
CIC
705
Carnegie Investment Counsel
Ohio
$434K +$27.4K +180 +7%
PFBT
706
Parkside Financial Bank & Trust
Missouri
$433K -$49.3K -324 -10%
PWA
707
Peterson Wealth Advisors
Utah
$432K +$1.98K +13 +0.5%
GCA
708
Gradient Capital Advisors
California
$425K – – –
AIS
709
American Investment Services
Massachusetts
$423K -$72.1K -474 -15%
WI
710
Wintrust Investments
Illinois
$422K +$3.5K +23 +0.9%
SSB
711
Sandy Spring Bank
Maryland
$421K +$12.8K +84 +3%
FIB
712
First Interstate Bank
Montana
$419K – – –
DWM
713
Darwin Wealth Management
Florida
$416K -$14.3K -94 -3%
BBHBI
714
B, B, H, & B Inc
Alabama
$416K +$404K +2,655 New
PIA
715
Perennial Investment Advisors
California
$416K +$404K +2,659 New
WPWM
716
Western Pacific Wealth Management
Illinois
$414K +$403K +2,647 New
ST
717
Spinnaker Trust
Maine
$410K – – –
HCM
718
Hutchinson Capital Management
California
$410K +$56.3K +370 +16%
CPSAC
719
Chas P. Smith & Associates (CPS)
Florida
$408K – – –
FPOC
720
Financial Planners of Cleveland
Ohio
$408K +$391K +2,571 New
MC
721
Mathes Company
New York
$407K – – –
WF
722
Welch & Forbes
Massachusetts
$407K – – –
CAI
723
Capital Advisors Inc
Oklahoma
$406K -$8.06K -53 -2%
CFA
724
CWS Financial Advisors
Michigan
$405K +$394K +2,588 New
SEM
725
Strategic Equity Management
Arizona
$402K -$219K -1,441 -36%
27 28
29
30 31