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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
726
O'Shaughnessy Asset Management
Connecticut
$483K +$3.78K +25 +0.8%
TW
727
Towerpoint Wealth
California
$482K +$453 +3 +0.1%
CA
728
Claro Advisors
Massachusetts
$481K +$25.7K +170 +6%
VC
729
Veracity Capital
Georgia
$479K -$45.8K -303 -9%
SXL
730
Summit X LLC
Missouri
$478K +$35.7K +236 +8%
WCP
731
Wick Capital Partners
Pennsylvania
$477K -$417K -2,759 -47%
LSIA
732
LaSalle St. Investment Advisors
Illinois
$476K -$650K -4,301 -58%
LWM
733
LJI Wealth Management
Indiana
$475K +$8.46K +56 +2%
JIC
734
Joel Isaacson & Co
New York
$473K +$756 +5 +0.2%
HFS
735
Heritage Financial Services
Massachusetts
$470K – – –
EAMA
736
EFG Asset Management (Americas)
Florida
$469K +$467K +3,091 New
WIA
737
World Investment Advisors
California
$460K -$22.2M -146,921 -98%
NA
738
Nordwand Advisors
Pennsylvania
$460K +$458K +3,028 New
MWAM
739
Manhattan West Asset Management
California
$458K +$456K +3,015 New
HTC
740
Haverford Trust Company
Pennsylvania
$456K +$136K +900 +43%
TTWM
741
TCV Trust & Wealth Management
Virginia
$453K – – –
OPW
742
Oxler Private Wealth
New York
$452K +$1.51K +10 +0.3%
FFS
743
Founders Financial Securities
Maryland
$452K +$4.38K +29 +1%
CPA
744
Cardiff Park Advisors
California
$451K – – –
MS
745
Maven Securities
Jersey
$450K +$448K +2,967 New
AB
746
Atlas Brown
Kentucky
$448K -$26K -172 -6%
ZF
747
Zhang Financial
Michigan
$447K +$302 +2 +0.1%
CWM
748
Cabot Wealth Management
Massachusetts
$445K -$11.5K -76 -3%
SDAM
749
Shulman DeMeo Asset Management
New York
$442K +$2.12K +14 +0.5%
CAM
750
Concorde Asset Management
Michigan
$440K -$332K -2,194 -43%
28 29
30
31 32