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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
451
Magnus Financial Group
New York
$530K +$236K +1,987 +56%
BWM
452
BigSur Wealth Management
Florida
$529K +$654K +5,500 New
CPA
453
Capital Planning Advisors
California
$526K – – –
AIC
454
Ameritas Investment Company
Nebraska
$524K +$253K +2,126 +63%
PAMG
455
Patton Albertson Miller Group
Tennessee
$521K +$18.7K +157 +3%
CB
456
Community Bank
New York
$520K – – –
WLIM
457
White Lighthouse Investment Management
Massachusetts
$516K -$95.2K -800 -13%
AW
458
ACG Wealth
Georgia
$513K +$13.3K +112 +2%
VFA
459
Valeo Financial Advisors
Indiana
$511K +$12K +101 +2%
BCP
460
Blue Chip Partners
Michigan
$501K -$258K -2,170 -29%
CCP
461
Corient Capital Partners
California
$501K +$36.8K +309 +6%
WT
462
Whittier Trust
California
$499K -$61.4K -516 -9%
JF
463
JSF Financial
California
$497K -$221K -1,856 -26%
BS
464
Boenning & Scattergood
Pennsylvania
$497K -$30.3K -255 -5%
LW
465
Linscomb Wealth
Texas
$489K -$1.9K -16 -0.3%
LFG
466
Larson Financial Group
Missouri
$487K -$93.1K -782 -13%
MA
467
MYDA Advisors
New York
$481K +$595K +5,000 New
CI
468
Cambiar Investors
Colorado
$474K +$587K +4,929 New
PMAM
469
Picton Mahoney Asset Management
Ontario, Canada
$472K – – –
WI
470
Wintrust Investments
Illinois
$471K -$181K -1,525 -24%
PA
471
Prism Advisors
California
$469K – – –
WWM
472
Windsor Wealth Management
Indiana
$467K +$26.5K +223 +5%
MWM
473
Mission Wealth Management
California
$464K +$73.7K +619 +15%
BDF
474
Balasa Dinverno & Foltz
$463K -$37.4K -314 -6%
SCA
475
Snowden Capital Advisors
New York
$452K – – –
17 18
19
20 21