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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
551
Copperleaf Capital
North Carolina
$2.13M -$33.1K -174 -2%
SPW
552
Sonoma Private Wealth
California
$2.13M -$382K -2,010 -16%
DBIA
553
Dumont & Blake Investment Advisors
New Jersey
$2.13M -$2.04M -10,760 -50%
CWC
554
Carolinas Wealth Consulting
North Carolina
$2.12M +$7.22K +38 +0.4%
MWM
555
Marietta Wealth Management
Georgia
$2.11M +$570 +3 +0%
WT
556
Whittier Trust
California
$2.1M – – –
SIC
557
Sterling Investment Counsel
New York
$2.08M -$88.1K -464 -4%
RIS
558
Retirement Income Solutions
Michigan
$2.06M -$70.3K -370 -3%
MWM
559
Mission Wealth Management
California
$2.06M +$125K +660 +7%
TFF
560
The Family Firm
Maryland
$2.05M +$19.2K +101 +1%
NCM
561
Neumann Capital Management
California
$2.05M +$1.98M +10,405 New
TF
562
Theory Financial
Colorado
$2.04M +$196K +1,034 +11%
TWP
563
Total Wealth Planning
Ohio
$2.03M -$86.8K -457 -4%
WP
564
WealthPLAN Partners
Nebraska
$2.02M -$15M -78,802 -88%
AWM
565
Able Wealth Management
New Jersey
$2.02M -$205K -1,080 -10%
GWP
566
Gateway Wealth Partners
Wisconsin
$2.02M +$120K +634 +7%
KBFS
567
Kohmann Bosshard Financial Services
Ohio
$2.01M +$12K +63 +0.6%
SCG
568
Sonata Capital Group
Washington
$2M -$658K -3,463 -25%
ACA
569
Aptus Capital Advisors
Alabama
$1.99M +$70.9K +373 +4%
CAM
570
Concorde Asset Management
Michigan
$1.98M +$70.7K +372 +4%
VWM
571
Venturi Wealth Management
Texas
$1.97M +$304K +1,602 +19%
ANTB
572
AMG National Trust Bank
Colorado
$1.95M -$20.1K -106 -1%
SB
573
Strategic Blueprint
Georgia
$1.95M +$19.4K +102 +1%
SI
574
Stephens Inc
Arkansas
$1.94M -$20.9K -110 -1%
NFP
575
NorthLanding Financial Partners
New York
$1.93M -$10.3K -54 -0.5%
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