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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
576
Crestwood Advisors Group
Massachusetts
$2.05M +$131K +678 +7%
AFG
577
Atomi Financial Group
New York
$2.05M +$297K +1,537 +17%
DBIA
578
Dumont & Blake Investment Advisors
New Jersey
$2.05M +$968 +5 +0%
MWM
579
Marietta Wealth Management
Georgia
$2.04M +$387 +2 +0%
FW
580
FullCircle Wealth
Texas
$2.04M +$475K +2,453 +28%
VWM
581
Venturi Wealth Management
Texas
$2.03M +$549K +2,837 +36%
NA
582
Nottingham Advisors
New York
$2.03M -$1.02M -5,256 -33%
SIC
583
Sterling Investment Counsel
New York
$2.01M +$1.06M +5,484 +108%
TFF
584
The Family Firm
Maryland
$1.99M +$194 +1 +0%
RIS
585
Retirement Income Solutions
Michigan
$1.99M – – –
B
586
Bailard
California
$1.99M -$96K -496 -5%
SPW
587
Sonoma Private Wealth
California
$1.99M -$24.4K -126 -1%
MWM
588
Mission Wealth Management
California
$1.99M +$9.68K +50 +0.5%
CB
589
Commerce Bank
Missouri
$1.98M +$36.8K +190 +2%
CAM
590
Concorde Asset Management
Michigan
$1.97M +$168K +866 +9%
OSAM
591
O'Shaughnessy Asset Management
Connecticut
$1.97M +$297K +1,533 +17%
CCFM
592
Clear Creek Financial Management
Washington
$1.97M -$14M -72,513 -88%
WT
593
Whittier Trust
California
$1.96M -$43.2K -223 -2%
SF
594
Synovus Financial
Georgia
$1.95M -$172K -891 -8%
HCC
595
Hirtle Callaghan & Co
Pennsylvania
$1.95M -$374K -1,934 -16%
TP
596
Tranquility Partners
Tennessee
$1.95M +$89K +460 +5%
BW
597
Blalock Williams
Alabama
$1.93M +$576K +2,975 +42%
SCG
598
Sonata Capital Group
Washington
$1.93M -$44.3K -229 -2%
CWM
599
Castle Wealth Management
Florida
$1.92M -$73.1K -378 -4%
CFO
600
Custos Family Office
Texas
$1.91M +$30.4K +157 +2%
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