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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OPPS
751
Obsidian Personal Planning Solutions
Maryland
$383K +$411K +2,784 New
VC
752
Veracity Capital
Georgia
$380K -$14.3K -97 -3%
AIS
753
American Investment Services
Massachusetts
$377K +$6.94K +47 +2%
GCA
754
Gradient Capital Advisors
California
$373K – – –
OPA
755
Old Port Advisors
Maine
$373K +$148 +1 +0%
IFA
756
Interactive Financial Advisors
Illinois
$373K +$76.2K +516 +24%
PCA
757
Personal Capital Advisors
California
$372K -$73.9K -501 -16%
WI
758
Wintrust Investments
Illinois
$372K +$148 +1 +0%
ST
759
Spinnaker Trust
Maine
$370K – – –
EWM
760
Empirical Wealth Management
Washington
$370K +$57.9K +392 +17%
T
761
TRUADVICE
Florida
$367K -$14.2M -96,149 -97%
LWM
762
Liberty Wealth Management
California
$367K -$26.4K -179 -6%
PFBT
763
Parkside Financial Bank & Trust
Missouri
$367K -$13.9K -94 -3%
PIA
764
Perennial Investment Advisors
California
$365K – – –
SSB
765
Sandy Spring Bank
Maryland
$363K – – –
WPWM
766
Western Pacific Wealth Management
Illinois
$363K – – –
HTC
767
Haverford Trust Company
Pennsylvania
$363K +$79K +535 +25%
FPGK
768
Financial Partners Group (Kansas)
Kansas
$361K -$9.3K -63 -2%
HCM
769
Hutchinson Capital Management
California
$361K +$295 +2 +0.1%
EVM
770
Eaton Vance Management
Massachusetts
$361K +$11.7K +79 +3%
1CP
771
17 Capital Partners
Arizona
$359K +$50.2K +340 +15%
CPSAC
772
Chas P. Smith & Associates (CPS)
Florida
$358K – – –
FIB
773
First Interstate Bank
Montana
$358K – – –
MC
774
Mathes Company
New York
$357K – – –
WF
775
Welch & Forbes
Massachusetts
$357K – – –
29 30
31
32 33