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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
B
576
Bailard
California
$2.09M -$15.9K -80 -0.7%
ACA
577
Aptus Capital Advisors
Alabama
$2.08M +$156K +788 +8%
G
578
GenTrust
Florida
$2.08M – – –
MWM
579
Mattern Wealth Management
Kansas
$2.07M -$56.9K -287 -3%
CWC
580
Carolinas Wealth Consulting
North Carolina
$2.06M +$7.14K +36 +0.3%
DBIA
581
Dumont & Blake Investment Advisors
New Jersey
$2.05M -$5.36K -27 -0.3%
MWM
582
Marietta Wealth Management
Georgia
$2.05M +$595 +3 +0%
SQA
583
Simon Quick Advisors
New Jersey
$2.03M -$614K -3,095 -23%
SPW
584
Sonoma Private Wealth
California
$2.01M -$47K -237 -2%
WT
585
Whittier Trust
California
$2.01M -$20.4K -103 -1%
WA
586
WBH Advisory
Maryland
$2M -$74K -373 -3%
TFF
587
The Family Firm
Maryland
$2M +$11.3K +57 +0.5%
RIS
588
Retirement Income Solutions
Michigan
$2M – – –
CWM
589
Castle Wealth Management
Florida
$2M -$113K -570 -5%
MWM
590
Mission Wealth Management
California
$1.98M -$13.1K -66 -0.6%
SCG
591
Sonata Capital Group
Washington
$1.97M +$40.9K +206 +2%
GAM
592
Gemmer Asset Management
California
$1.97M +$186K +937 +10%
CM
593
Columbus Macro
Pennsylvania
$1.96M +$610K +3,076 +43%
TWP
594
Total Wealth Planning
Ohio
$1.95M -$8.33K -42 -0.4%
CB
595
Commerce Bank
Missouri
$1.95M +$214K +1,079 +12%
AWM
596
Able Wealth Management
New Jersey
$1.93M -$20.6K -104 -1%
WP
597
WealthPLAN Partners
Nebraska
$1.93M -$25.8K -130 -1%
CAG
598
Crestwood Advisors Group
Massachusetts
$1.93M +$95K +479 +5%
BOA
599
Birnam Oak Advisors
New York
$1.91M +$1.98M +10,000 New
CAM
600
Concorde Asset Management
Michigan
$1.91M -$14.5K -73 -0.7%
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