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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
ClientFirst Wealth Management
Arkansas
$590K – – –
WI
677
Wintrust Investments
Illinois
$583K +$187K +1,312 +48%
PWP
678
Pursue Wealth Partners
California
$580K – – –
NCM
679
Novare Capital Management
North Carolina
$576K – – –
WWM
680
Windsor Wealth Management
Indiana
$568K -$353K -2,472 -39%
BBHC
681
Brown Brothers Harriman & Co
New York
$565K – – –
EWM
682
Executive Wealth Management
Michigan
$563K +$497K +3,478 +865%
CWP
683
Corepath Wealth Partners
Arizona
$561K +$1.86K +13 +0.3%
PCS
684
Personal CFO Solutions
New Jersey
$560K -$222K -1,552 -29%
NAM
685
NTV Asset Management
West Virginia
$555K – – –
LW
686
Linscomb Wealth
Texas
$554K +$25.8K +181 +5%
WP
687
Westmount Partners
California
$552K +$543K +3,807 New
AWA
688
Arkadios Wealth Advisors
Georgia
$546K -$18.8K -132 -3%
CPO
689
Cerity Partners OCIO
New York
$541K -$21K -147 -4%
BBWP
690
Beacon Bridge Wealth Partners
Pennsylvania
$534K +$526K +3,683 New
ESB
691
Essex Savings Bank
Connecticut
$531K -$33.1K -232 -6%
AHC
692
Anderson Hoagland & Co
Missouri
$529K – – –
WCG
693
Weaver Consulting Group
California
$524K +$257K +1,802 +100%
JAG
694
Journey Advisory Group
Kentucky
$523K -$618K -4,329 -55%
DAS
695
Dynamic Advisor Solutions
Arizona
$523K +$19.3K +135 +4%
GM
696
Granger Management
New York
$523K – – –
PMAM
697
Picton Mahoney Asset Management
Ontario, Canada
$522K – – –
AWA
698
ARQ Wealth Advisors
Arizona
$519K – – –
LSA
699
L & S Advisors
California
$519K +$4.28K +30 +0.8%
CWM
700
C2C Wealth Management
Arizona
$517K – – –
26 27
28
29 30