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iShares S&P 500 Value ETF

IVE

Market cap $49.3B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1301	FHA 1301 Flagship Harbor Advisors Boston, Massachusetts	$244K	-$4.96K	-25	-2%
1302	AWA 1302 Acorn Wealth Advisors Grand Blanc, Michigan	$243K	+$793	+4	+0.3%
1303	PS 1303 Planned Solutions Folsom, California	$242K	–	–	–
1304	CCA 1304 Cottonwood Capital Advisors Salt Lake City, Utah	$241K	-$7.34K	-37	-3%
1305	SFG 1305 Sage Financial Group W. Conshohocken, Pennsylvania	$241K	+$793	+4	+0.3%
1306	GCA 1306 Genesee Capital Advisors Auburn, New York	$237K	–	–	–
1307	SB 1307 Simmons Bank Pine Bluff, Arkansas	$235K	+$244K	+1,232	New
1308	CAM 1308 Creekmur Asset Management Morton, Illinois	$234K	+$1.19K	+6	+0.5%
1309	CCA 1309 Cora Capital Advisors Marlton, New Jersey	$234K	–	–	–
1310	CASB 1310 Cape Ann Savings Bank Glocuster, Massachusetts	$234K	–	–	–
1311	HCWM 1311 Hidden Cove Wealth Management Bainbridge Island, Washington	$234K	+$243K	+1,226	New
1312	BKA 1312 Brick & Kyle Associates Newtown, Pennsylvania	$234K	+$243K	+1,226	New
1313	CPC 1313 Consolidated Planning Corp Atlanta, Georgia	$233K	+$242K	+1,222	New
1314	PCI 1314 Planning Center Inc Moline, Illinois	$232K	-$204K	-1,030	-46%
1315	FG 1315 Fiduciary Group Savannah, Georgia	$231K	–	–	–
1316	BHPW 1316 Beverly Hills Private Wealth Beverly Hills, California	$231K	-$35.7K	-180	-13%
1317	EI 1317 Ellevest Inc New York	$230K	–	–	–
1318	SWM 1318 SeaCrest Wealth Management Purchase, New York	$230K	–	–	–
1319	IPAM 1319 Investment Partners Asset Management Metuchen, New Jersey	$229K	–	–	–
1320	WB 1320 Webster Bank Waterbury, Connecticut	$229K	+$59.5K	+300	+33%
1321	SWM 1321 Segment Wealth Management Houston, Texas	$228K	-$27.8K	-140	-10%
1322	OPPS 1322 Obsidian Personal Planning Solutions Rockville, Maryland	$228K	–	–	–
1323	HPC 1323 HM Payson & Co Portland, Maine	$227K	–	–	–
1324	PP 1324 Patten & Patten Chattanooga, Tennessee	$227K	-$793	-4	-0.3%
1325	PGA 1325 Portland Global Advisors Portland, Maine	$227K	–	–	–

iShares S&P 500 Value ETF IVE Market cap $49.3B

iShares S&P 500 Value ETF

IVE

Market cap $49.3B