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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
C2C Wealth Management
Arizona
$524K – – –
FNBTCON
702
First National Bank & Trust Co of Newtown
Pennsylvania
$523K – – –
PL
703
Plancorp LLC
Missouri
$519K – – –
IIA
704
IPG Investment Advisors
California
$517K +$5.14K +34 +1%
KLI
705
Kelman-Lazarov Inc
Tennessee
$517K – – –
FFA
706
First Foundation Advisors
California
$515K – – –
MHS
707
M Holdings Securities
Oregon
$514K +$217K +1,433 +73%
AA
708
Ancora Advisors
Ohio
$513K +$202K +1,338 +65%
NL
709
Navalign LLC
California
$513K -$136K -902 -21%
DWP
710
Daymark Wealth Partners
Ohio
$510K +$272K +1,800 +115%
WSFS
711
Wilmington Savings Fund Society
Delaware
$509K -$1.06K -7 -0.2%
CGFA
712
Colton Groome Financial Advisors
North Carolina
$507K -$2.57K -17 -0.5%
RDFA
713
Ritter Daniher Financial Advisory
Ohio
$506K -$16.6K -110 -3%
PIA
714
Perennial Investment Advisors
California
$502K – – –
JGIA
715
Jackson Grant Investment Advisers
Connecticut
$501K +$10.4K +69 +2%
CWMGP
716
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$498K +$151 +1 +0%
WAM
717
WNY Asset Management
New York
$496K +$10.9K +72 +2%
DFC
718
DBK Financial Counsel
Ohio
$495K -$20.4K -135 -4%
CPW
719
Catalyst Private Wealth
California
$495K +$83.1K +550 +20%
LSA
720
L & S Advisors
California
$495K -$47.8K -316 -9%
PFG
721
Pinnacle Financial Group
Illinois
$494K -$16.8K -111 -3%
PTC
722
Private Trust Company
Ohio
$491K -$2.87K -19 -0.6%
BSWA
723
Bromfield Sneider Wealth Advisors
Massachusetts
$489K – – –
SSB
724
Sandy Spring Bank
Maryland
$489K +$90.8K +601 +23%
TI
725
Trexquant Investment
Connecticut
$488K +$486K +3,218 New
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