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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
651
Novare Capital Management
North Carolina
$546K +$5.9K +40 +1%
SW
652
SteelPeak Wealth
California
$545K +$25.7K +174 +5%
IA
653
Insight Advisors
Pennsylvania
$541K -$2.21K -15 -0.4%
TWM
654
Thrive Wealth Management
Pennsylvania
$540K -$30K -203 -5%
MFA
655
Mayflower Financial Advisors
Massachusetts
$538K +$164K +1,108 +40%
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$537K +$256K +1,736 +80%
ESB
657
Essex Savings Bank
Connecticut
$535K – – –
AWA
658
Arkadios Wealth Advisors
Georgia
$534K -$18.2K -123 -3%
BBHC
659
Brown Brothers Harriman & Co
New York
$534K – – –
CPO
660
Cerity Partners OCIO
New York
$533K -$4.72K -32 -0.8%
NAM
661
NTV Asset Management
West Virginia
$526K – – –
AFS
662
Axiom Financial Strategies
Indiana
$521K +$273K +1,850 +95%
PWM
663
Pinnacle Wealth Management
California
$521K +$349K +2,366 +166%
MG
664
Mather Group
Illinois
$515K -$6.79K -46 -1%
BFAG
665
Blackston Financial Advisory Group
Florida
$514K +$545K +3,691 New
CWP
666
Corepath Wealth Partners
Arizona
$506K +$7.08K +48 +1%
AHC
667
Anderson Hoagland & Co
Missouri
$497K – – –
GM
668
Granger Management
New York
$495K – – –
PMAM
669
Picton Mahoney Asset Management
Ontario, Canada
$494K – – –
LW
670
Linscomb Wealth
Texas
$493K -$51.2K -347 -9%
PL
671
Plancorp LLC
Missouri
$493K -$25.1K -170 -5%
AWA
672
ARQ Wealth Advisors
Arizona
$492K – – –
LTI
673
Laffer Tengler Investments
Tennessee
$490K – – –
CIA
674
Choate Investment Advisors
Massachusetts
$488K – – –
CWM
675
C2C Wealth Management
Arizona
$488K +$8.86K +60 +2%
25 26
27
28 29