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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
526
SeaBridge Investment Advisors
New Jersey
$2.62M +$1.23M +6,101 +92%
OA
527
Operose Advisors
Wisconsin
$2.6M +$1K +5 +0%
CAM
528
Concorde Asset Management
Michigan
$2.59M +$2.51M +12,508 New
CFS
529
Commonwealth Financial Services
West Virginia
$2.58M +$582K +2,899 +30%
TFGT
530
TS Financial Group (TSFG)
Illinois
$2.58M -$22.9K -114 -0.9%
TCA
531
Transcend Capital Advisors
New Jersey
$2.57M +$170K +847 +7%
SIC
532
Sigma Investment Counselors
Michigan
$2.56M -$6.03K -30 -0.2%
RW
533
Regimen Wealth
Georgia
$2.55M +$16.3K +81 +0.7%
VWM
534
Venturi Wealth Management
Texas
$2.54M +$321K +1,599 +15%
SAM
535
Sequent Asset Management
Texas
$2.51M -$299K -1,489 -11%
ADL
536
Asset Dedication LLC
California
$2.51M +$1.38M +6,879 +130%
WFA
537
Wellspring Financial Advisors
Ohio
$2.49M +$4.42K +22 +0.2%
CCFM
538
Clear Creek Financial Management
Washington
$2.49M +$22.5K +112 +0.9%
BDWCC
539
B&D White Capital Company
Texas
$2.48M +$2.41M +12,020 New
EL
540
EQ LLC
Washington
$2.48M +$278K +1,383 +13%
GPWA
541
Great Point Wealth Advisors
Massachusetts
$2.48M +$2.41M +12,001 New
SC
542
Scotia Capital
Ontario, Canada
$2.47M – – –
NAAA
543
New Age Alpha Advisors
New York
$2.46M -$446K -2,220 -16%
WCM
544
WealthBridge Capital Management
Ohio
$2.45M -$67.3K -335 -3%
TPWA
545
TRUE Private Wealth Advisors
Oregon
$2.45M +$44K +219 +2%
PWM
546
Partners Wealth Management
California
$2.44M +$21.5K +107 +0.9%
WDG
547
Wealth Dimensions Group
Ohio
$2.4M +$32.3K +161 +1%
FWA
548
Flagship Wealth Advisors
Massachusetts
$2.38M -$334K -1,665 -13%
CL
549
CLG LLC
California
$2.38M -$63.9K -318 -3%
AG
550
AlTi Global
New York
$2.37M – – –
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