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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
701
Rational Advisors
New York
$1.24M +$614K +3,231 +106%
MBT
702
Montecito Bank & Trust
California
$1.24M +$40.5K +213 +4%
SFG
703
Sovereign Financial Group
Connecticut
$1.23M -$15.8K -83 -1%
WOC
704
West Oak Capital
California
$1.22M -$80.7K -425 -6%
CG
705
Corundum Group
Colorado
$1.22M – – –
CFS
706
Commonwealth Financial Services
West Virginia
$1.21M -$72.6K -382 -6%
CC
707
Cadinha & Co
Hawaii
$1.2M -$4.18K -22 -0.4%
PIA
708
Perennial Investment Advisors
California
$1.2M +$195K +1,024 +20%
PCA
709
Pallas Capital Advisors
Massachusetts
$1.2M -$12.5K -66 -1%
NCG
710
Newport Capital Group
New Jersey
$1.19M +$71.6K +377 +7%
CPW
711
Catalyst Private Wealth
California
$1.19M – – –
WH
712
Whitcomb & Hess
Ohio
$1.19M +$11K +58 +1%
SPI
713
Sutton Place Investors
New York
$1.19M +$59.5K +313 +5%
CAC
714
Certified Advisory Corp
Florida
$1.19M -$12.7K -67 -1%
CRC
715
Curi RMB Capital
Illinois
$1.19M +$455K +2,393 +66%
SDWMA
716
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.18M -$9.88K -52 -0.9%
EFG
717
Elios Financial Group
Ohio
$1.18M +$1.14M +5,985 New
WE
718
Wealth Effects
Massachusetts
$1.18M – – –
ITB
719
Idaho Trust Bank
Idaho
$1.17M +$19.8K +104 +2%
WPWM
720
Windward Private Wealth Management
Kansas
$1.17M -$7.03K -37 -0.6%
LIA
721
LifePlan Investment Advisors
North Carolina
$1.17M +$69.1K +364 +7%
CFD
722
Creative Financial Designs
Indiana
$1.16M +$35.9K +189 +3%
TCM
723
Triumph Capital Management
Colorado
$1.16M +$572K +3,013 +105%
HWM
724
Hohimer Wealth Management
Washington
$1.16M – – –
CCB
725
Country Club Bank
Missouri
$1.14M -$58.9K -310 -5%
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