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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RMCM
1001
Reynders McVeigh Capital Management
Massachusetts
$450K – – –
OCPWS
1002
One Charles Private Wealth Services
Massachusetts
$449K – – –
CPSAC
1003
Chas P. Smith & Associates (CPS)
Florida
$448K – – –
IA
1004
IFG Advisors
Missouri
$448K +$26K +137 +6%
PCI
1005
Planning Center Inc
Illinois
$443K -$20.3K -107 -5%
CAM
1006
Campion Asset Management
Virginia
$442K -$154K -811 -27%
USB
1007
Union Savings Bank
Connecticut
$442K – – –
CSWM
1008
Cassady Schiller Wealth Management
Ohio
$441K – – –
TWP
1009
Tempus Wealth Planning
California
$441K +$102K +536 +32%
DWM
1010
Dakota Wealth Management
Florida
$439K -$11K -58 -3%
T2I
1011
Turim 21 Investimentos
Brazil
$439K – – –
NAS
1012
Nicolet Advisory Services
Wisconsin
$439K +$40.8K +215 +11%
JFG
1013
Jefferies Financial Group
New York
$438K +$190 +1 +0%
AWM
1014
Aviso Wealth Management
Washington
$438K – – –
HWA
1015
HCR Wealth Advisors
California
$438K – – –
MCC
1016
Maiden Cove Capital
Maine
$436K +$420K +2,210 New
FA
1017
Fiducient Advisors
Illinois
$436K +$4.37K +23 +1%
KWA
1018
Kingswood Wealth Advisors
California
$435K +$108K +567 +35%
HIS
1019
Harvest Investment Services
Illinois
$432K -$1.33K -7 -0.3%
FNBTCON
1020
First National Bank & Trust Co of Newtown
Pennsylvania
$429K – – –
DT
1021
Diversified Trust
Tennessee
$429K -$197K -1,036 -32%
JAG
1022
Journey Advisory Group
Kentucky
$428K – – –
CTFG
1023
Capstone Triton Financial Group
Oklahoma
$427K +$13.5K +71 +3%
RRWA
1024
Rainey & Randall Wealth Advisors
Florida
$427K +$2.28K +12 +0.6%
SIC
1025
Samalin Investment Counsel
New York
$425K +$2.28K +12 +0.6%
39 40
41
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