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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
551
Holistic Planning
Texas
$2.29M -$26.6K -134 -1%
GPWA
552
Great Point Wealth Advisors
Massachusetts
$2.29M +$31.5K +159 +1%
EWA
553
ERTS Wealth Advisors
Michigan
$2.29M -$41.5K -209 -2%
MPW
554
MA Private Wealth
California
$2.28M +$16.5K +83 +0.7%
CIS
555
Custom Index Systems
New York
$2.27M +$37.1K +187 +2%
CC
556
Copperleaf Capital
North Carolina
$2.23M +$169K +854 +8%
SC
557
Scotia Capital
Ontario, Canada
$2.22M +$981K +4,945 +74%
EPW
558
Endeavor Private Wealth
Kansas
$2.22M +$2.31M +11,642 New
MLA
559
My Legacy Advisors
Oregon
$2.2M +$30.1K +152 +1%
AG
560
AlTi Global
New York
$2.19M – – –
PWM
561
Partners Wealth Management
California
$2.18M +$2.27M +11,440 New
SIC
562
Salem Investment Counselors
North Carolina
$2.18M +$33.5K +169 +1%
NCM
563
Neumann Capital Management
California
$2.18M +$200K +1,010 +10%
MKW
564
Mullaney, Keating & Wright
Connecticut
$2.18M +$59.5K +300 +3%
FCI
565
Financial Counselors Inc
Kansas
$2.17M -$22.2K -112 -1%
WDG
566
Wealth Dimensions Group
Ohio
$2.17M -$19K -96 -0.8%
CCA
567
Coign Capital Advisors
Utah
$2.16M +$2.25M +11,327 New
TF
568
Theory Financial
Colorado
$2.15M +$157K +794 +8%
RBC
569
Roble Belko & Company
Pennsylvania
$2.15M +$11.3K +57 +0.5%
GWP
570
Gateway Wealth Partners
Wisconsin
$2.13M +$187K +945 +9%
HIS
571
Harvest Investment Services
Illinois
$2.13M +$1.78M +8,957 +409%
SF
572
Synovus Financial
Georgia
$2.12M -$142K -716 -6%
DAS
573
Diversify Advisory Services
Utah
$2.12M -$179K -902 -7%
VCP
574
Verus Capital Partners
Arizona
$2.11M -$371K -1,873 -14%
B
575
Bailard
California
$2.09M -$15.9K -80 -0.7%
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