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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
526
Private Capital Management (Colorado)
Colorado
$2.19M -$39.1K -220 -2%
WA
527
WBH Advisory
Maryland
$2.17M -$22.9K -129 -1%
ES
528
Eagle Strategies
New York
$2.17M +$1.53M +8,597 +283%
AWM
529
Able Wealth Management
New Jersey
$2.17M -$8.71K -49 -0.4%
WDG
530
Wealth Dimensions Group
Ohio
$2.17M -$7.29K -41 -0.4%
SIC
531
Salem Investment Counselors
North Carolina
$2.16M – – –
B
532
Bailard
California
$2.15M -$67.9K -382 -3%
AG
533
AlTi Global
New York
$2.14M +$533 +3 +0%
SFS
534
Sowell Financial Services
Arkansas
$2.14M +$2.03M +11,435 New
ACA
535
Aptus Capital Advisors
Alabama
$2.14M +$1.87M +10,534 +1,174%
APP
536
Avantax Planning Partners
Iowa
$2.13M -$37.1K -209 -2%
SB
537
Strategic Blueprint
Georgia
$2.11M +$2.01M +11,286 New
KV
538
Kickstand Ventures
New York
$2.1M +$2M +11,236 New
RBC
539
Roble Belko & Company
Pennsylvania
$2.09M – – –
SIC
540
Sterling Investment Counsel
New York
$2.09M -$452K -2,543 -19%
MWM
541
Mattern Wealth Management
Kansas
$2.08M +$19.6K +110 +1%
IAG
542
Investment Advisory Group
Massachusetts
$2.06M +$36.4K +205 +2%
RJT
543
Raymond James Trust
Florida
$2.04M -$115K -645 -6%
MWA
544
Midland Wealth Advisors
Illinois
$2.02M -$56.7K -319 -3%
LF
545
Lee Financial
Texas
$2.01M -$91.2K -513 -5%
TWP
546
Total Wealth Planning
Ohio
$2.01M – – –
MWM
547
Marietta Wealth Management
Georgia
$2M +$533 +3 +0%
WT
548
Whittier Trust
California
$1.99M – – –
EWM
549
EPG Wealth Management
Georgia
$1.97M -$209K -1,177 -10%
CAG
550
Crestwood Advisors Group
Massachusetts
$1.93M +$56.5K +318 +3%
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