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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1101
Gradient Capital Advisors
California
$573K – – –
HNWAG
1102
High Net Worth Advisory Group
Florida
$568K – – –
KFP
1103
Kerr Financial Planning
California
$567K -$2.01K -9 -0.4%
BCA
1104
Ballentine Capital Advisors
South Carolina
$566K – – –
PA
1105
PSI Advisors
Florida
$566K -$447 -2 -0.1%
HI
1106
Hyundai Investments
South Korea
$563K +$184K +825 +50%
ST
1107
Spinnaker Trust
Maine
$562K -$62.5K -280 -10%
PEWA
1108
Pacific Excel Wealth Advisors
California
$561K +$552K +2,473 New
HFO
1109
Heritage Family Offices
Arizona
$561K -$10.1K -45 -2%
SWM
1110
SeaCrest Wealth Management
New York
$561K -$146K -654 -21%
SAM
1111
Strategy Asset Managers
California
$561K -$194K -869 -26%
BIA
1112
Benchmark Investment Advisors
Illinois
$559K -$670 -3 -0.1%
PW
1113
PUREfi Wealth
Massachusetts
$558K -$131K -587 -19%
AWM
1114
Aureum Wealth Management
Florida
$557K – – –
SW
1115
SkyOak Wealth
Michigan
$556K -$1.79K -8 -0.3%
MI
1116
Moneywise Inc
Virginia
$555K -$5.36K -24 -1%
FLPIM
1117
F.L. Putnam Investment Management
Massachusetts
$555K +$55.8K +250 +11%
VCA
1118
Verdence Capital Advisors
Maryland
$549K -$6.48K -29 -1%
JFGIW
1119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$549K +$42.7K +191 +9%
RDFA
1120
Ritter Daniher Financial Advisory
Ohio
$548K – – –
LWM
1121
LJI Wealth Management
Indiana
$548K +$58.1K +260 +12%
CFG
1122
Compass Financial Group
Ohio
$547K -$82.9K -371 -13%
OIS
1123
Okabena Investment Services
Minnesota
$545K – – –
FHA
1124
Flagship Harbor Advisors
Massachusetts
$544K +$160K +715 +43%
WCL
1125
Wealth Care LLC
Florida
$542K +$1.34K +6 +0.3%
43 44
45
46 47