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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
801
Plante Moran Financial Advisors
Michigan
$859K – – –
MPCG
802
Matrix Private Capital Group
New York
$858K +$19K +100 +2%
P
803
Pitcairn
Pennsylvania
$858K +$826K +4,350 New
SCI
804
S&CO Inc
Massachusetts
$857K – – –
CS
805
Capital Square
Tennessee
$856K – – –
PMAM
806
Picton Mahoney Asset Management
Ontario, Canada
$855K +$86.4K +455 +12%
CTC
807
Central Trust Company
Missouri
$852K +$35.1K +185 +4%
CPSC
808
Carl P. Sherr & Co
Massachusetts
$841K -$3.8K -20 -0.5%
FCAS
809
First Command Advisory Services
Texas
$841K -$49.8K -262 -6%
JFGIW
810
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$840K +$258K +1,359 +47%
IWA
811
Inspirion Wealth Advisors
Illinois
$839K -$80.3K -423 -9%
SGI
812
Summit Global Investments
Utah
$839K +$588K +3,093 +266%
TCOTS
813
Trust Company of the South
North Carolina
$826K – – –
MA
814
MCF Advisors
Kentucky
$820K -$75K -395 -9%
LWANC
815
Laurel Wealth Advisors (North Carolina)
North Carolina
$819K +$950 +5 +0.1%
CPA
816
Capital Planning Advisors
California
$818K – – –
AL
817
Aspiriant LLC
California
$816K +$190 +1 +0%
TSWM
818
Tyler-Stone Wealth Management
Ohio
$816K +$393K +2,069 +100%
WCP
819
Wick Capital Partners
Pennsylvania
$815K -$27K -142 -3%
CAI
820
Capital Advisors Inc
Oklahoma
$812K – – –
MWA
821
Merkkuri Wealth Advisors
New York
$810K +$197K +1,039 +34%
D
822
Dentgroup
Louisiana
$806K -$3.63M -19,108 -82%
CST
823
Charles Schwab Trust
Nevada
$801K -$9.5K -50 -1%
WWP
824
WR Wealth Planners
Missouri
$799K +$38.9K +205 +5%
AWM
825
Aspire Wealth Management
Massachusetts
$796K -$11.8K -62 -2%
31 32
33
34 35