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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
$2.25M -$34.1K -176 -1%
SPAS
552
Spectrum Planning & Advisory Services
California
$2.25M -$1.79M -9,236 -44%
CL
553
CLG LLC
California
$2.25M -$106K -547 -4%
PWM
554
Partners Wealth Management
California
$2.23M +$54.2K +280 +2%
NCM
555
Neumann Capital Management
California
$2.19M +$19.4K +100 +0.9%
AG
556
AlTi Global
New York
$2.18M – – –
LIA
557
LifePlan Investment Advisors
North Carolina
$2.17M +$943K +4,871 +75%
MBI
558
May Barnhard Investments
Maryland
$2.16M -$471K -2,435 -18%
TIM
559
Total Investment Management
Arizona
$2.15M -$142K -735 -6%
RBC
560
Roble Belko & Company
Pennsylvania
$2.14M – – –
SQA
561
Simon Quick Advisors
New Jersey
$2.14M +$112K +577 +5%
DL
562
DOHJ LLC
Washington
$2.14M +$433K +2,240 +25%
WDG
563
Wealth Dimensions Group
Ohio
$2.13M -$37K -191 -2%
GAM
564
Gemmer Asset Management
California
$2.11M +$152K +787 +8%
MWM
565
Mattern Wealth Management
Kansas
$2.11M +$46.4K +240 +2%
FCFC
566
First Commonwealth Financial Corp
Pennsylvania
$2.1M -$248K -1,284 -10%
ICP
567
Interchange Capital Partners
Pennsylvania
$2.1M +$650K +3,360 +44%
ACA
568
Aptus Capital Advisors
Alabama
$2.09M +$13.2K +68 +0.6%
BMCM
569
Bryn Mawr Capital Management
Pennsylvania
$2.09M -$267K -1,378 -11%
IFG
570
Independent Financial Group
California
$2.08M -$1.17M -6,068 -36%
CRI
571
Commonwealth Retirement Investments
Virginia
$2.08M +$596K +3,082 +39%
CWC
572
Carolinas Wealth Consulting
North Carolina
$2.08M +$20.1K +104 +1%
G
573
GenTrust
Florida
$2.08M – – –
ACM
574
Ascent Capital Management
Oregon
$2.07M +$852K +4,404 +68%
RFP
575
RCS Financial Planning
Maryland
$2.07M +$628K +3,246 +43%
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