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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
551
Truepoint Inc
Ohio
$2.88M -$49.8K -230 -2%
CAM
552
Concorde Asset Management
Michigan
$2.88M -$317K -1,466 -10%
SCM
553
Saxony Capital Management
Missouri
$2.86M +$781K +3,609 +36%
SF
554
SWP Financial
California
$2.86M -$98.3K -454 -3%
SPI
555
Sutton Place Investors
New York
$2.83M +$128K +593 +5%
GCM
556
Gables Capital Management
Florida
$2.81M – – –
PCH
557
PGIM Custom Harvest
New Jersey
$2.81M +$4.11K +19 +0.1%
BAM
558
Brave Asset Management
New Jersey
$2.8M – – –
WCM
559
WealthTrak Capital Management
Virginia
$2.79M +$74.9K +346 +3%
WFA
560
Wellspring Financial Advisors
Ohio
$2.79M +$74.7K +345 +3%
RA
561
RFG Advisory
Alabama
$2.78M +$1.39M +6,423 +95%
BOH
562
Bank of Hawaii
Hawaii
$2.75M +$19.5K +90 +0.7%
BJL
563
Brighton Jones LLC
Washington
$2.71M +$2.78M +12,856 New
GLLW
564
Graves Light Lenhart Wealth
Virginia
$2.71M -$39.8K -184 -1%
USCWA
565
U.S. Capital Wealth Advisors
Texas
$2.7M +$330K +1,526 +14%
MWA
566
Merkkuri Wealth Advisors
New York
$2.69M -$134K -620 -5%
OA
567
Operose Advisors
Wisconsin
$2.65M -$19.3K -89 -0.7%
BFG
568
Bleakley Financial Group
New Jersey
$2.63M +$199K +921 +8%
EIP
569
Ellis Investment Partners
Pennsylvania
$2.63M -$58.9K -272 -2%
SAI
570
Savvy Advisors Inc
New York
$2.61M +$1.28M +5,896 +91%
SIC
571
Sigma Investment Counselors
Michigan
$2.61M -$13K -60 -0.5%
MAS
572
MPWM Advisory Solutions
Georgia
$2.58M +$2.65M +12,218 New
AFS
573
AFG Fiduciary Services
Massachusetts
$2.58M +$866 +4 +0%
CF
574
Centaurus Financial
California
$2.57M -$867K -4,005 -25%
HP
575
Holistic Planning
Texas
$2.56M +$311K +1,437 +13%
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