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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
551
Total Investment Management
Arizona
$2.3M +$65.3K +329 +3%
HP
552
Holistic Planning
Texas
$2.29M -$26.6K -134 -1%
GPWA
553
Great Point Wealth Advisors
Massachusetts
$2.29M +$31.5K +159 +1%
EWA
554
ERTS Wealth Advisors
Michigan
$2.29M -$41.5K -209 -2%
MPW
555
MA Private Wealth
California
$2.28M +$16.5K +83 +0.7%
CIS
556
Custom Index Systems
New York
$2.27M +$37.1K +187 +2%
CC
557
Copperleaf Capital
North Carolina
$2.23M +$169K +854 +8%
SC
558
Scotia Capital
Ontario, Canada
$2.22M +$981K +4,945 +74%
EPW
559
Endeavor Private Wealth
Kansas
$2.22M +$2.31M +11,642 New
MLA
560
My Legacy Advisors
Oregon
$2.2M +$30.1K +152 +1%
AG
561
AlTi Global
New York
$2.19M – – –
PWM
562
Partners Wealth Management
California
$2.18M +$2.27M +11,440 New
SIC
563
Salem Investment Counselors
North Carolina
$2.18M +$33.5K +169 +1%
NCM
564
Neumann Capital Management
California
$2.18M +$200K +1,010 +10%
MKW
565
Mullaney, Keating & Wright
Connecticut
$2.18M +$59.5K +300 +3%
FCI
566
Financial Counselors Inc
Kansas
$2.17M -$22.2K -112 -1%
WDG
567
Wealth Dimensions Group
Ohio
$2.17M -$19K -96 -0.8%
CCA
568
Coign Capital Advisors
Utah
$2.16M +$2.25M +11,327 New
TF
569
Theory Financial
Colorado
$2.15M +$157K +794 +8%
RBC
570
Roble Belko & Company
Pennsylvania
$2.15M +$11.3K +57 +0.5%
GWP
571
Gateway Wealth Partners
Wisconsin
$2.13M +$187K +945 +9%
HIS
572
Harvest Investment Services
Illinois
$2.13M +$1.78M +8,957 +409%
SF
573
Synovus Financial
Georgia
$2.12M -$142K -716 -6%
DAS
574
Diversify Advisory Services
Utah
$2.12M -$179K -902 -7%
VCP
575
Verus Capital Partners
Arizona
$2.11M -$371K -1,873 -14%
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