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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
701
Sovereign Financial Group
Connecticut
$1.23M -$15.8K -83 -1%
WOC
702
West Oak Capital
California
$1.22M -$80.7K -425 -6%
CG
703
Corundum Group
Colorado
$1.22M – – –
CFS
704
Commonwealth Financial Services
West Virginia
$1.21M -$72.6K -382 -6%
CC
705
Cadinha & Co
Hawaii
$1.2M -$4.18K -22 -0.4%
PIA
706
Perennial Investment Advisors
California
$1.2M +$195K +1,024 +20%
PCA
707
Pallas Capital Advisors
Massachusetts
$1.2M -$12.5K -66 -1%
NCG
708
Newport Capital Group
New Jersey
$1.19M +$71.6K +377 +7%
CPW
709
Catalyst Private Wealth
California
$1.19M – – –
WH
710
Whitcomb & Hess
Ohio
$1.19M +$11K +58 +1%
SPI
711
Sutton Place Investors
New York
$1.19M +$59.5K +313 +5%
CAC
712
Certified Advisory Corp
Florida
$1.19M -$12.7K -67 -1%
CRC
713
Curi RMB Capital
Illinois
$1.19M +$455K +2,393 +66%
SDWMA
714
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.18M -$9.88K -52 -0.9%
EFG
715
Elios Financial Group
Ohio
$1.18M +$1.14M +5,985 New
WE
716
Wealth Effects
Massachusetts
$1.18M – – –
ITB
717
Idaho Trust Bank
Idaho
$1.17M +$19.8K +104 +2%
WPWM
718
Windward Private Wealth Management
Kansas
$1.17M -$7.03K -37 -0.6%
LIA
719
LifePlan Investment Advisors
North Carolina
$1.17M +$69.1K +364 +7%
CFD
720
Creative Financial Designs
Indiana
$1.16M +$35.9K +189 +3%
TCM
721
Triumph Capital Management
Colorado
$1.16M +$572K +3,013 +105%
HWM
722
Hohimer Wealth Management
Washington
$1.16M – – –
CCB
723
Country Club Bank
Missouri
$1.14M -$58.9K -310 -5%
TFO
724
Tarbox Family Office
California
$1.14M +$1.9K +10 +0.2%
RCM
725
Raleigh Capital Management
North Carolina
$1.14M -$12.9K -68 -1%
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