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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
$535K -$14K -67 -3%
SI
1102
Stirlingshire Investments
New York
$533K +$527K +2,514 New
QP
1103
Quartz Partners
New York
$531K +$166K +793 +46%
HNWAG
1104
High Net Worth Advisory Group
Florida
$530K – – –
BCA
1105
Ballentine Capital Advisors
South Carolina
$529K -$71K -339 -12%
SSW
1106
Stone Summit Wealth
Florida
$526K -$1.68K -8 -0.3%
ARA
1107
Alexander Randolph Advisory
Virginia
$525K +$158K +756 +44%
SHF
1108
Stage Harbor Financial
Massachusetts
$522K – – –
SW
1109
SkyOak Wealth
Michigan
$521K -$419 -2 -0.1%
CWS
1110
Confluence Wealth Services
Pennsylvania
$519K -$6.71K -32 -1%
4WM
1111
4J Wealth Management
Virginia
$517K -$3.14K -15 -0.6%
RDFA
1112
Ritter Daniher Financial Advisory
Ohio
$514K – – –
CA
1113
Crewe Advisors
Utah
$513K +$253K +1,206 +99%
OIS
1114
Okabena Investment Services
Minnesota
$509K – – –
LWM
1115
LJI Wealth Management
Indiana
$509K +$123K +589 +33%
CIR
1116
Clear Investment Research
Georgia
$505K -$421K -2,010 -46%
CFMC
1117
Curbstone Financial Management Corp
New Hampshire
$503K -$75K -358 -13%
SMA
1118
Sage Mountain Advisors
Georgia
$503K – – –
LJAC
1119
L.J. Altfest & Co
New York
$503K -$17.2K -82 -3%
FNT
1120
First National Trust
Pennsylvania
$500K – – –
VCA
1121
Verdence Capital Advisors
Maryland
$500K +$272K +1,298 +123%
HC
1122
Hara Capital
Washington
$495K – – –
VWA
1123
VSM Wealth Advisory
Maryland
$493K +$838 +4 +0.2%
JAG
1124
Journey Advisory Group
Kentucky
$493K -$5.03K -24 -1%
7WCP
1125
71 West Capital Partners
Massachusetts
$493K +$487K +2,324 New
43 44
45
46 47