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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
826
Cottonwood Capital Advisors
Utah
$284K -$25.8K -175 -8%
LS
827
Leelyn Smith
Illinois
$284K – – –
CMP
828
Courage Miller Partners
Virginia
$282K +$12.5K +85 +4%
CPIA
829
Cornell Pochily Investment Advisors
New York
$282K +$50.9K +345 +20%
OAM
830
Oak Asset Management
California
$282K +$302K +2,049 New
RF
831
Rollins Financial
Georgia
$281K +$738 +5 +0.2%
DT
832
Diversified Trust
Tennessee
$280K -$46.8K -317 -13%
RCG
833
Regatta Capital Group
California
$280K – – –
WJWM
834
Williams Jones Wealth Management
New York
$278K -$148K -1,002 -33%
BIM
835
Baldwin Investment Management
Pennsylvania
$275K – – –
HNWA
836
Henrickson Nauta Wealth Advisors
Michigan
$275K – – –
PSIWM
837
Paradigm Strategies in Wealth Management
Minnesota
$272K – – –
CAG
838
Curtis Advisory Group
California
$270K – – –
MSAM
839
Moloney Securities Asset Management
Missouri
$269K +$6.2K +42 +2%
DY
840
Dowling & Yahnke
California
$269K +$16.8K +114 +6%
KPWS
841
Kestra Private Wealth Services
Texas
$269K +$33.1K +224 +13%
PCIA
842
Prime Capital Investment Advisors
Kansas
$269K +$289K +1,960 New
MW
843
Marcum Wealth
Ohio
$268K -$1.33K -9 -0.5%
KWM
844
Kingsview Wealth Management
Oregon
$268K +$17.9K +121 +7%
IIM
845
InTrack Investment Management
Vermont
$268K +$288K +1,950 New
WMS
846
Wealth Management Solutions
Pennsylvania
$267K -$17.7K -120 -6%
MW
847
Milestone Wealth
New York
$266K -$48.7K -330 -15%
PWP
848
Perfromance Wealth Partners
Illinois
$266K – – –
AWA
849
Arete Wealth Advisors
Illinois
$263K -$475K -3,221 -63%
OBWG
850
Onyx Bridge Wealth Group
New York
$263K -$7.97K -54 -3%
32 33
34
35 36