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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
551
Clearview Wealth Advisors
Oregon
$2.93M +$797K +3,805 +38%
MHS
552
M Holdings Securities
Oregon
$2.93M +$2.89M +13,811 New
CFS
553
Commonwealth Financial Services
West Virginia
$2.87M +$214K +1,019 +8%
PAS
554
PKS Advisory Services
New York
$2.85M +$41.7K +199 +2%
MWA
555
Merkkuri Wealth Advisors
New York
$2.83M +$702K +3,349 +33%
GCM
556
Gables Capital Management
Florida
$2.83M – – –
PCH
557
PGIM Custom Harvest
New Jersey
$2.82M +$56.6K +270 +2%
BAM
558
Brave Asset Management
New Jersey
$2.81M -$1.68K -8 -0.1%
GC
559
Guilbault Capital
Louisiana
$2.8M +$2.77M +13,219 New
AWM
560
Avior Wealth Management
Nebraska
$2.8M -$37.1K -177 -1%
GLLW
561
Graves Light Lenhart Wealth
Virginia
$2.76M +$210 +1 +0%
BOH
562
Bank of Hawaii
Hawaii
$2.74M – – –
WCM
563
WealthTrak Capital Management
Virginia
$2.73M +$875K +4,176 +48%
WFA
564
Wellspring Financial Advisors
Ohio
$2.73M +$171K +816 +7%
SPI
565
Sutton Place Investors
New York
$2.72M +$599K +2,858 +29%
CCFM
566
Clear Creek Financial Management
Washington
$2.71M +$160K +762 +6%
EIP
567
Ellis Investment Partners
Pennsylvania
$2.7M -$178K -849 -6%
SIA
568
SeaBridge Investment Advisors
New Jersey
$2.69M – – –
OA
569
Operose Advisors
Wisconsin
$2.68M +$15.1K +72 +0.6%
RCM
570
Raleigh Capital Management
North Carolina
$2.66M +$707K +3,374 +37%
CCM
571
Coldstream Capital Management
Washington
$2.65M +$279K +1,330 +12%
VWM
572
Venturi Wealth Management
Texas
$2.65M +$40.4K +193 +2%
FWA
573
Flagship Wealth Advisors
Massachusetts
$2.65M +$202K +962 +8%
SIC
574
Sigma Investment Counselors
Michigan
$2.63M – – –
RW
575
Regimen Wealth
Georgia
$2.63M +$12.8K +61 +0.5%
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