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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
551
Tranquility Partners
Tennessee
$1.79M +$29.9K +164 +2%
SB
552
Strategic Blueprint
Georgia
$1.78M -$274K -1,506 -13%
MWM
553
Mission Wealth Management
California
$1.78M -$721K -3,957 -29%
ACA
554
Aptus Capital Advisors
Alabama
$1.77M -$308K -1,690 -15%
CWM
555
Cahaba Wealth Management
Georgia
$1.77M -$47K -258 -3%
CAM
556
Concorde Asset Management
Michigan
$1.76M -$42.8K -235 -2%
WPW
557
Waldron Private Wealth
Pennsylvania
$1.76M – – –
PCMU
558
Paragon Capital Management (Utah)
Utah
$1.75M -$57K -313 -3%
GWP
559
Gateway Wealth Partners
Wisconsin
$1.75M +$174K +954 +11%
PA
560
Procyon Advisors
Connecticut
$1.73M +$3.64K +20 +0.2%
TPWA
561
Twin Peaks Wealth Advisors
California
$1.73M +$383K +2,101 +28%
MA
562
MBA Advisors
Pennsylvania
$1.72M -$147K -809 -8%
BWP
563
Bernardo Wealth Planning
Pennsylvania
$1.72M +$2K +11 +0.1%
TF
564
Theory Financial
Colorado
$1.72M +$797K +4,375 +87%
MWM
565
Maripau Wealth Management
Indiana
$1.71M +$45K +247 +3%
PIMG
566
Patriot Investment Management Group
Tennessee
$1.68M – – –
GT
567
Glenview Trust
Kentucky
$1.67M +$22.4K +123 +1%
MWA
568
Midland Wealth Advisors
Illinois
$1.66M -$310K -1,701 -16%
KFAA
569
Klaas Financial Asset Advisors
Illinois
$1.66M – – –
PAIM
570
Punch & Associates Investment Management
Minnesota
$1.64M -$837K -4,594 -34%
PSA
571
Plum Street Advisors
Louisiana
$1.63M +$122K +669 +8%
TFG
572
Taylor Financial Group
Virginia
$1.63M -$20K -110 -1%
CFO
573
Custos Family Office
Texas
$1.62M -$3.28K -18 -0.2%
UAG
574
United Advisor Group
Ohio
$1.62M -$60.6K -333 -4%
TC
575
Trilogy Capital
California
$1.62M +$95.3K +523 +6%
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