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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
701
Plancorp LLC
Missouri
$519K – – –
IIA
702
IPG Investment Advisors
California
$517K +$5.14K +34 +1%
KLI
703
Kelman-Lazarov Inc
Tennessee
$517K – – –
FFA
704
First Foundation Advisors
California
$515K – – –
MHS
705
M Holdings Securities
Oregon
$514K +$217K +1,433 +73%
AA
706
Ancora Advisors
Ohio
$513K +$202K +1,338 +65%
NL
707
Navalign LLC
California
$513K -$136K -902 -21%
DWP
708
Daymark Wealth Partners
Ohio
$510K +$272K +1,800 +115%
WSFS
709
Wilmington Savings Fund Society
Delaware
$509K -$1.06K -7 -0.2%
CGFA
710
Colton Groome Financial Advisors
North Carolina
$507K -$2.57K -17 -0.5%
RDFA
711
Ritter Daniher Financial Advisory
Ohio
$506K -$16.6K -110 -3%
PIA
712
Perennial Investment Advisors
California
$502K – – –
JGIA
713
Jackson Grant Investment Advisers
Connecticut
$501K +$10.4K +69 +2%
CWMGP
714
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$498K +$151 +1 +0%
WAM
715
WNY Asset Management
New York
$496K +$10.9K +72 +2%
DFC
716
DBK Financial Counsel
Ohio
$495K -$20.4K -135 -4%
CPW
717
Catalyst Private Wealth
California
$495K +$83.1K +550 +20%
LSA
718
L & S Advisors
California
$495K -$47.8K -316 -9%
PFG
719
Pinnacle Financial Group
Illinois
$494K -$16.8K -111 -3%
PTC
720
Private Trust Company
Ohio
$491K -$2.87K -19 -0.6%
BSWA
721
Bromfield Sneider Wealth Advisors
Massachusetts
$489K – – –
SSB
722
Sandy Spring Bank
Maryland
$489K +$90.8K +601 +23%
TI
723
Trexquant Investment
Connecticut
$488K +$486K +3,218 New
CFS
724
CRA Financial Services
New Jersey
$488K +$146K +965 +43%
PI
725
PFG Investments
New York
$488K +$486K +3,213 New
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29
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