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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
726
Liberty Wealth Management
California
$443K +$439K +2,850 New
CIC
727
Carnegie Investment Counsel
Ohio
$441K +$9.54K +62 +2%
CW
728
Connectus Wealth
Ohio
$440K +$432K +2,807 New
RTS
729
Round Table Services
New Jersey
$438K +$142K +923 +49%
MFA
730
Mayflower Financial Advisors
Massachusetts
$437K +$76K +494 +21%
SWM
731
Stockman Wealth Management
Montana
$436K – – –
TTWM
732
TCV Trust & Wealth Management
Virginia
$436K – – –
NAG
733
Northstar Advisory Group
New Jersey
$435K +$430K +2,792 New
MYIA
734
Mount Yale Investment Advisors
Colorado
$433K -$3.3M -21,469 -89%
ACP
735
Arcus Capital Partners
Georgia
$433K – – –
CIAS
736
Capital Investment Advisory Services
North Carolina
$433K +$108K +704 +34%
SPP
737
Single Point Partners
Massachusetts
$433K +$228K +1,481 +114%
PFBT
738
Parkside Financial Bank & Trust
Missouri
$431K – – –
BWM
739
Blossom Wealth Management
California
$429K +$50.5K +328 +13%
OPA
740
Old Port Advisors
Maine
$423K -$50K -325 -11%
GCA
741
Gradient Capital Advisors
California
$422K – – –
WI
742
Wintrust Investments
Illinois
$421K +$1.39K +9 +0.3%
AIS
743
American Investment Services
Massachusetts
$420K – – –
ST
744
Spinnaker Trust
Maine
$419K +$11.4K +74 +3%
FPGK
745
Financial Partners Group (Kansas)
Kansas
$419K +$15.1K +98 +4%
PIA
746
Perennial Investment Advisors
California
$413K – – –
WPWM
747
Western Pacific Wealth Management
Illinois
$412K – – –
SSB
748
Sandy Spring Bank
Maryland
$411K -$6.77K -44 -2%
DWM
749
Darwin Wealth Management
Florida
$408K -$13.1K -85 -3%
HCM
750
Hutchinson Capital Management
California
$408K +$154 +1 +0%
28 29
30
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