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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
576
Aptus Capital Advisors
Alabama
$2.08M +$156K +788 +8%
G
577
GenTrust
Florida
$2.08M – – –
MWM
578
Mattern Wealth Management
Kansas
$2.07M -$56.9K -287 -3%
CWC
579
Carolinas Wealth Consulting
North Carolina
$2.06M +$7.14K +36 +0.3%
DBIA
580
Dumont & Blake Investment Advisors
New Jersey
$2.05M -$5.36K -27 -0.3%
MWM
581
Marietta Wealth Management
Georgia
$2.05M +$595 +3 +0%
SQA
582
Simon Quick Advisors
New Jersey
$2.03M -$614K -3,095 -23%
SPW
583
Sonoma Private Wealth
California
$2.01M -$47K -237 -2%
WT
584
Whittier Trust
California
$2.01M -$20.4K -103 -1%
WA
585
WBH Advisory
Maryland
$2M -$74K -373 -3%
TFF
586
The Family Firm
Maryland
$2M +$11.3K +57 +0.5%
RIS
587
Retirement Income Solutions
Michigan
$2M – – –
CWM
588
Castle Wealth Management
Florida
$2M -$113K -570 -5%
MWM
589
Mission Wealth Management
California
$1.98M -$13.1K -66 -0.6%
SCG
590
Sonata Capital Group
Washington
$1.97M +$40.9K +206 +2%
GAM
591
Gemmer Asset Management
California
$1.97M +$186K +937 +10%
CM
592
Columbus Macro
Pennsylvania
$1.96M +$610K +3,076 +43%
TWP
593
Total Wealth Planning
Ohio
$1.95M -$8.33K -42 -0.4%
CB
594
Commerce Bank
Missouri
$1.95M +$214K +1,079 +12%
AWM
595
Able Wealth Management
New Jersey
$1.93M -$20.6K -104 -1%
WP
596
WealthPLAN Partners
Nebraska
$1.93M -$25.8K -130 -1%
CAG
597
Crestwood Advisors Group
Massachusetts
$1.93M +$95K +479 +5%
BOA
598
Birnam Oak Advisors
New York
$1.91M +$1.98M +10,000 New
CAM
599
Concorde Asset Management
Michigan
$1.91M -$14.5K -73 -0.7%
CFO
600
Custos Family Office
Texas
$1.88M +$187K +943 +11%
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