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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
651
Charles Schwab Trust
Nevada
$659K – – –
AL
652
Aspiriant LLC
California
$657K -$187K -1,239 -22%
MG
653
Mather Group
Illinois
$651K -$1.51K -10 -0.2%
GFA
654
Gallagher Fiduciary Advisors
Illinois
$649K +$646K +4,274 New
EWM
655
Empirical Wealth Management
Washington
$647K +$160K +1,061 +33%
CS
656
Capital Square
Tennessee
$647K – – –
CTC
657
Central Trust Company
Missouri
$644K -$24.5K -162 -4%
VVP
658
Venture Visionary Partners
Ohio
$643K -$1.81K -12 -0.3%
CBFP
659
Cedar Brook Financial Partners
Ohio
$639K +$20.9K +138 +3%
IWM
660
Iams Wealth Management
Nebraska
$632K +$130K +859 +26%
H
661
HoyleCohen
California
$631K – – –
MA
662
MCF Advisors
Kentucky
$631K – – –
CPA
663
Capital Planning Advisors
California
$630K – – –
WCG
664
Weaver Consulting Group
California
$625K +$77.1K +510 +14%
CT
665
Cambridge Trust
Massachusetts
$623K -$35.2K -233 -5%
MPCG
666
Matrix Private Capital Group
New York
$619K -$59.4K -393 -9%
CWM
667
ClientFirst Wealth Management
Arkansas
$614K – – –
PWP
668
Pursue Wealth Partners
California
$607K – – –
HIM
669
Hanlon Investment Management
New Jersey
$602K +$600K +3,970 New
PCS
670
Personal CFO Solutions
New Jersey
$598K +$11.8K +78 +2%
TCA
671
Trifecta Capital Advisors
Illinois
$596K +$70.7K +468 +14%
WTC
672
WhitTier Trust Company
Nevada
$588K -$83.1K -550 -12%
S
673
SignatureFD
Georgia
$583K -$138K -915 -19%
NAM
674
NTV Asset Management
West Virginia
$581K – – –
WP
675
Westmount Partners
California
$580K +$2.42K +16 +0.4%
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