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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
776
Connectus Wealth
Ohio
$397K +$428 +3 +0.1%
AIS
777
American Investment Services
Massachusetts
$394K – – –
RCG
778
Regatta Capital Group
California
$394K +$55.8K +391 +17%
CPW
779
Catalyst Private Wealth
California
$394K -$203K -1,423 -34%
GCA
780
Gradient Capital Advisors
California
$391K -$2.85K -20 -0.7%
LWM
781
Laidlaw Wealth Management
New York
$390K +$286 +2 +0.1%
ST
782
Spinnaker Trust
Maine
$390K – – –
CIAS
783
Capital Investment Advisory Services
North Carolina
$388K +$999 +7 +0.3%
PFBT
784
Parkside Financial Bank & Trust
Missouri
$386K -$1.43K -10 -0.4%
HWMA
785
Heritage Wealth Management (Arizona)
Arizona
$384K +$190K +1,333 +101%
FF
786
Francis Financial
$384K – – –
PA
787
PFG Advisors
Arizona
$384K – – –
CPSAC
788
Chas P. Smith & Associates (CPS)
Florida
$383K +$5.42K +38 +1%
APW
789
Aurora Private Wealth
New Jersey
$383K +$377K +2,643 New
SWP
790
ShoreHaven Wealth Partners
New Jersey
$380K -$40K -280 -10%
SSB
791
Sandy Spring Bank
Maryland
$380K – – –
WF
792
Welch & Forbes
Massachusetts
$377K – – –
MC
793
Mathes Company
New York
$377K – – –
IFA
794
Interactive Financial Advisors
Illinois
$370K -$7.42K -52 -2%
DC
795
Davenport & Co
Virginia
$370K +$63.1K +442 +21%
WQ
796
Wealth Quarterback
New Jersey
$370K -$47.3K -331 -11%
IRAG
797
Investment Research & Advisory Group
Georgia
$369K – – –
CFA
798
CWS Financial Advisors
Michigan
$366K – – –
SSW
799
Stone Summit Wealth
Florida
$364K – – –
FIB
800
First Interstate Bank
Montana
$363K -$131K -919 -27%
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