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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
Altium Wealth Management
New York
$617K +$73.2K +496 +12%
CRCM
627
Corbett Road Capital Management
Virginia
$616K -$129K -871 -16%
MPCG
628
Matrix Private Capital Group
New York
$614K -$16.7K -113 -2%
SWA
629
Stratos Wealth Advisors
Ohio
$609K +$134K +908 +26%
KWMG
630
King Wealth Management Group
Florida
$608K – – –
WTC
631
WhitTier Trust Company
Nevada
$608K – – –
CAM
632
Concorde Asset Management
Michigan
$606K +$96.1K +651 +17%
AL
633
Aspiriant LLC
California
$604K +$348K +2,355 +115%
SCA
634
Snowden Capital Advisors
New York
$603K -$33.8K -229 -5%
HPWM
635
Highland Private Wealth Management
Washington
$600K +$166K +1,124 +35%
SCI
636
S&CO Inc
Massachusetts
$597K – – –
CST
637
Charles Schwab Trust
Nevada
$597K +$641K +4,343 New
WAP
638
Wealthcare Advisory Partners
Pennsylvania
$595K +$85.2K +577 +15%
SFWC
639
Strategic Family Wealth Counselors
New Jersey
$589K +$111K +755 +21%
CS
640
Capital Square
Tennessee
$588K – – –
OCM
641
One Capital Management
California
$583K -$12.1K -82 -2%
AWA
642
Aaron Wealth Advisors
Illinois
$576K +$370K +2,510 +149%
CCM
643
Covington Capital Management
California
$575K +$357K +2,420 +137%
MA
644
MCF Advisors
Kentucky
$572K -$295K -2,000 -32%
CPA
645
Capital Planning Advisors
California
$570K – – –
CPW
646
Catalyst Private Wealth
California
$569K – – –
CWM
647
ClientFirst Wealth Management
Arkansas
$559K – – –
PWP
648
Pursue Wealth Partners
California
$550K – – –
NCM
649
Novare Capital Management
North Carolina
$546K +$5.9K +40 +1%
SW
650
SteelPeak Wealth
California
$545K +$25.7K +174 +5%
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