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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1001
Cambiar Investors
Colorado
$517K +$538K +2,710 New
NRC
1002
New Republic Capital
North Carolina
$517K +$42.8K +216 +9%
IAS
1003
Insigneo Advisory Services
Florida
$517K +$537K +2,706 New
CPIA
1004
Cornell Pochily Investment Advisors
New York
$516K -$70.4K -355 -12%
PIAS
1005
PCA Investment Advisory Services
Ohio
$516K -$3.17K -16 -0.6%
NA
1006
Nordwand Advisors
Pennsylvania
$515K – – –
SWP
1007
Semus Wealth Partners
Florida
$514K +$67.6K +341 +14%
RSWA
1008
Robinson Smith Wealth Advisors
Maine
$513K – – –
KWA
1009
Kingswood Wealth Advisors
California
$512K +$95.2K +480 +22%
ST
1010
Spinnaker Trust
Maine
$512K +$5.95K +30 +1%
IA
1011
Insight Advisors
Pennsylvania
$507K +$992 +5 +0.2%
IWN
1012
Independent Wealth Network
Iowa
$507K -$84.1K -424 -14%
FCH
1013
Freestone Capital Holdings
Washington
$507K +$3.97K +20 +0.8%
CFA
1014
CWS Financial Advisors
Michigan
$507K +$595 +3 +0.1%
PWP
1015
Prasad Wealth Partners
Ohio
$502K +$522K +2,632 New
TGAM
1016
TBH Global Asset Management
Tennessee
$502K -$2.18K -11 -0.4%
CA
1017
CGN Advisors
Kansas
$502K – – –
AWA
1018
Aaron Wealth Advisors
Illinois
$500K -$84.3K -425 -14%
FI
1019
FWG Investments
Kentucky
$500K +$127K +642 +32%
FPW
1020
Fairvoy Private Wealth
Alabama
$499K +$518K +2,613 New
GCA
1021
Gradient Capital Advisors
California
$494K -$33.5K -169 -6%
SYBT
1022
Stock Yards Bank & Trust
Kentucky
$494K -$204K -1,031 -29%
WA
1023
Wealthstar Advisors
Texas
$494K +$513K +2,585 New
PGF
1024
Plan Group Financial
Oklahoma
$492K +$5.16K +26 +1%
T
1025
Transce3nd
Texas
$491K +$510K +2,571 New
39 40
41
42 43