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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
776
Prism Advisors
California
$782K – – –
CPSC
777
Carl P. Sherr & Co
Massachusetts
$780K – – –
WCP
778
Wick Capital Partners
Pennsylvania
$778K +$779K +4,276 New
MSWM
779
McGlone Suttner Wealth Management
Wisconsin
$778K – – –
HKIMG
780
Hutchens & Kramer Investment Management Group
Indiana
$776K +$68.7K +377 +10%
H
781
HoyleCohen
California
$774K -$7.65K -42 -1%
MPCG
782
Matrix Private Capital Group
New York
$774K +$18.2K +100 +2%
HCM
783
Highview Capital Management
Illinois
$768K -$106K -581 -12%
WSFS
784
Wilmington Savings Fund Society
Delaware
$767K – – –
TCOTS
785
Trust Company of the South
North Carolina
$763K – – –
LWANC
786
Laurel Wealth Advisors (North Carolina)
North Carolina
$756K -$9.11K -50 -1%
CPA
787
Capital Planning Advisors
California
$755K – – –
AL
788
Aspiriant LLC
California
$753K – – –
CTC
789
Central Trust Company
Missouri
$753K – – –
QWM
790
Quadcap Wealth Management
Texas
$752K +$19.9K +109 +3%
CAI
791
Capital Advisors Inc
Oklahoma
$749K – – –
CST
792
Charles Schwab Trust
Nevada
$749K – – –
AWM
793
Aspire Wealth Management
Massachusetts
$746K +$58.1K +319 +8%
CCWM
794
Cassaday & Co Wealth Management
Virginia
$725K +$141K +775 +24%
KWM
795
Kingsview Wealth Management
Oregon
$714K +$128K +704 +22%
FWM
796
Foguth Wealth Management
Michigan
$711K -$170K -932 -19%
FNT
797
First National Trust
Pennsylvania
$711K +$254K +1,392 +55%
PI
798
PFG Investments
New York
$710K +$134K +735 +23%
CCG
799
Catalina Capital Group
California
$707K +$51.9K +285 +8%
PMAM
800
Picton Mahoney Asset Management
Ontario, Canada
$705K +$40.1K +220 +6%
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32
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