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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
1001
Chas P. Smith & Associates (CPS)
Florida
$448K – – –
IA
1002
IFG Advisors
Missouri
$448K +$26K +137 +6%
PCI
1003
Planning Center Inc
Illinois
$443K -$20.3K -107 -5%
CAM
1004
Campion Asset Management
Virginia
$442K -$154K -811 -27%
USB
1005
Union Savings Bank
Connecticut
$442K – – –
CSWM
1006
Cassady Schiller Wealth Management
Ohio
$441K – – –
TWP
1007
Tempus Wealth Planning
California
$441K +$102K +536 +32%
DWM
1008
Dakota Wealth Management
Florida
$439K -$11K -58 -3%
T2I
1009
Turim 21 Investimentos
Brazil
$439K – – –
NAS
1010
Nicolet Advisory Services
Wisconsin
$439K +$40.8K +215 +11%
JFG
1011
Jefferies Financial Group
New York
$438K +$190 +1 +0%
AWM
1012
Aviso Wealth Management
Washington
$438K – – –
HWA
1013
HCR Wealth Advisors
California
$438K – – –
MCC
1014
Maiden Cove Capital
Maine
$436K +$420K +2,210 New
FA
1015
Fiducient Advisors
Illinois
$436K +$4.37K +23 +1%
KWA
1016
Kingswood Wealth Advisors
California
$435K +$108K +567 +35%
HIS
1017
Harvest Investment Services
Illinois
$432K -$1.33K -7 -0.3%
FNBTCON
1018
First National Bank & Trust Co of Newtown
Pennsylvania
$429K – – –
DT
1019
Diversified Trust
Tennessee
$429K -$197K -1,036 -32%
JAG
1020
Journey Advisory Group
Kentucky
$428K – – –
CTFG
1021
Capstone Triton Financial Group
Oklahoma
$427K +$13.5K +71 +3%
RRWA
1022
Rainey & Randall Wealth Advisors
Florida
$427K +$2.28K +12 +0.6%
SIC
1023
Samalin Investment Counsel
New York
$425K +$2.28K +12 +0.6%
NS
1024
NBC Securities
Alabama
$423K +$102K +536 +33%
CCM
1025
Colorado Capital Management
Colorado
$421K – – –
39 40
41
42 43