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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
426
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$928K +$37.3K +308 +4%
HA
427
Harborview Advisors
Maine
$926K -$57K -471 -6%
BCA
428
Bay Colony Advisors
Massachusetts
$918K -$17.2K -142 -2%
EWM
429
EPG Wealth Management
Georgia
$913K +$57.6K +476 +7%
TIA
430
Tiemann Investment Advisors
California
$896K -$19.4K -160 -2%
PA
431
PFG Advisors
Arizona
$893K -$177K -1,465 -17%
FHA
432
First Horizon Advisors
Tennessee
$891K -$16.6K -137 -2%
TIM
433
Total Investment Management
Arizona
$891K +$32.7K +270 +4%
SG
434
StoneX Group
New York
$890K +$68.3K +565 +9%
PA
435
Pinnacle Associates
New York
$876K +$19.8K +164 +2%
HPC
436
Hobart Private Capital
North Carolina
$873K +$824K +6,815 New
LF
437
Lee Financial
Texas
$868K +$527K +4,359 +180%
HCC
438
Hirtle Callaghan & Co
Pennsylvania
$866K – – –
CWC
439
Carolinas Wealth Consulting
North Carolina
$860K +$4.84K +40 +0.6%
BIM
440
Bridges Investment Management
Nebraska
$854K – – –
CDIA
441
Capital Directions Investment Advisors
Georgia
$847K – – –
APSP
442
Asset Planning Services (Pennsylvania)
Pennsylvania
$844K -$103K -848 -11%
NFG
443
Nations Financial Group
Iowa
$843K -$10K -83 -1%
AIM
444
Alhambra Investment Management
Florida
$841K -$19.4K -160 -2%
5L
445
55I LLC
Massachusetts
$834K -$1.22M -10,098 -61%
IWA
446
Inspirion Wealth Advisors
Illinois
$830K – – –
IIC
447
Integrated Investment Consultants
Michigan
$830K +$968 +8 +0.1%
NCG
448
Newport Capital Group
New Jersey
$829K +$783K +6,475 New
GG
449
Gofen & Glossberg
Illinois
$823K +$15.4K +127 +2%
MSA
450
Marino Stram & Associates
Massachusetts
$820K -$78.5K -649 -9%
16 17
18
19 20