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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1076
Postrock Partners
Oregon
$628K – – –
PWPS
1077
Pinnacle Wealth Planning Services
Ohio
$627K – – –
QWM
1078
Quadcap Wealth Management
Texas
$626K -$101K -450 -14%
MCM
1079
Morton Capital Management
California
$626K +$24.6K +110 +4%
EIA
1080
Edgemoor Investment Advisors
Maryland
$625K -$72.6K -325 -11%
HWA
1081
HCR Wealth Advisors
California
$623K +$96.9K +434 +19%
DI
1082
Disciplined Investments
Oklahoma
$622K -$47.8K -214 -7%
APFP
1083
Action Point Financial Planning
Michigan
$620K +$610K +2,732 New
LA
1084
Lynch & Associates
Indiana
$619K -$5.58K -25 -0.9%
SPC
1085
Spirepoint Private Client
Florida
$616K – – –
CAI
1086
Capital Advisors Inc
Oklahoma
$613K -$306K -1,372 -34%
HIS
1087
Harvest Investment Services
Illinois
$612K -$31K -139 -5%
HTC
1088
Haverford Trust Company
Pennsylvania
$611K – – –
RSWA
1089
Robinson Smith Wealth Advisors
Maine
$611K – – –
CA
1090
Claro Advisors
Massachusetts
$608K +$223 +1 +0%
7WCP
1091
71 West Capital Partners
Massachusetts
$604K – – –
CFA
1092
CWS Financial Advisors
Michigan
$602K +$447 +2 +0.1%
PWP
1093
Prasad Wealth Partners
Ohio
$601K +$2.23K +10 +0.4%
TTWM
1094
TCV Trust & Wealth Management
Virginia
$599K – – –
CA
1095
CGN Advisors
Kansas
$598K +$4.91K +22 +0.8%
WF
1096
Welch & Forbes
Massachusetts
$590K – – –
IRAG
1097
Investment Research & Advisory Group
Georgia
$590K +$2.46K +11 +0.4%
WAG
1098
Winthrop Advisory Group
Massachusetts
$582K +$337K +1,507 +143%
CWS
1099
Confluence Wealth Services
Pennsylvania
$580K +$25K +112 +5%
AA
1100
Advisory Alpha
Michigan
$580K +$570K +2,554 New
42 43
44
45 46