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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
526
Operose Advisors
Wisconsin
$2.37M +$650K +3,424 +40%
MPW
527
MA Private Wealth
California
$2.33M +$118K +623 +6%
GPWA
528
Great Point Wealth Advisors
Massachusetts
$2.33M – – –
SF
529
Synovus Financial
Georgia
$2.33M -$97.6K -514 -4%
TPWA
530
Twin Peaks Wealth Advisors
California
$2.33M +$439K +2,313 +24%
ECM
531
ExodusPoint Capital Management
New York
$2.32M +$2.23M +11,751 New
TIM
532
Total Investment Management
Arizona
$2.31M -$39.3K -207 -2%
ZIMP
533
Zimmermann Investment Management & Planning
Pennsylvania
$2.31M -$88.3K -465 -4%
CIS
534
Custom Index Systems
New York
$2.3M -$1.11M -5,861 -33%
FTUS
535
Flow Traders U.S.
New York
$2.27M -$1.37M -7,206 -39%
FCI
536
Financial Counselors Inc
Kansas
$2.26M +$29.8K +157 +1%
AG
537
AlTi Global
New York
$2.26M – – –
WDG
538
Wealth Dimensions Group
Ohio
$2.26M -$19K -100 -0.9%
CRWM
539
Castle Rock Wealth Management
California
$2.25M +$2.18M +11,471 New
SIC
540
Salem Investment Counselors
North Carolina
$2.22M -$51.3K -270 -2%
MLA
541
My Legacy Advisors
Oregon
$2.22M -$1.36M -7,135 -39%
PA
542
PFG Advisors
Arizona
$2.21M +$77.5K +408 +4%
RBC
543
Roble Belko & Company
Pennsylvania
$2.21M – – –
MWM
544
Mattern Wealth Management
Kansas
$2.19M – – –
MKW
545
Mullaney, Keating & Wright
Connecticut
$2.19M +$31.9K +168 +2%
CWM
546
Castle Wealth Management
Florida
$2.17M -$95.2K -501 -4%
B
547
Bailard
California
$2.17M -$12.5K -66 -0.6%
G
548
GenTrust
Florida
$2.15M +$2.07M +10,900 New
BMCM
549
Bryn Mawr Capital Management
Pennsylvania
$2.14M – – –
WA
550
WBH Advisory
Maryland
$2.14M -$1.52K -8 -0.1%
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