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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
676
Cedar Brook Financial Partners
Ohio
$591K +$581K +4,072 New
LA
677
Lynch & Associates
Indiana
$590K -$113K -791 -16%
CWM
678
ClientFirst Wealth Management
Arkansas
$590K – – –
WI
679
Wintrust Investments
Illinois
$583K +$187K +1,312 +48%
PWP
680
Pursue Wealth Partners
California
$580K – – –
NCM
681
Novare Capital Management
North Carolina
$576K – – –
WWM
682
Windsor Wealth Management
Indiana
$568K -$353K -2,472 -39%
BBHC
683
Brown Brothers Harriman & Co
New York
$565K – – –
EWM
684
Executive Wealth Management
Michigan
$563K +$497K +3,478 +865%
CWP
685
Corepath Wealth Partners
Arizona
$561K +$1.86K +13 +0.3%
PCS
686
Personal CFO Solutions
New Jersey
$560K -$222K -1,552 -29%
NAM
687
NTV Asset Management
West Virginia
$555K – – –
LW
688
Linscomb Wealth
Texas
$554K +$25.8K +181 +5%
WP
689
Westmount Partners
California
$552K +$543K +3,807 New
AWA
690
Arkadios Wealth Advisors
Georgia
$546K -$18.8K -132 -3%
CPO
691
Cerity Partners OCIO
New York
$541K -$21K -147 -4%
BBWP
692
Beacon Bridge Wealth Partners
Pennsylvania
$534K +$526K +3,683 New
ESB
693
Essex Savings Bank
Connecticut
$531K -$33.1K -232 -6%
AHC
694
Anderson Hoagland & Co
Missouri
$529K – – –
WCG
695
Weaver Consulting Group
California
$524K +$257K +1,802 +100%
JAG
696
Journey Advisory Group
Kentucky
$523K -$618K -4,329 -55%
DAS
697
Dynamic Advisor Solutions
Arizona
$523K +$19.3K +135 +4%
GM
698
Granger Management
New York
$523K – – –
PMAM
699
Picton Mahoney Asset Management
Ontario, Canada
$522K – – –
AWA
700
ARQ Wealth Advisors
Arizona
$519K – – –
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