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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
676
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$576K +$44.3K +293 +8%
WWM
677
Windsor Wealth Management
Indiana
$576K – – –
LW
678
Linscomb Wealth
Texas
$567K -$11.9K -79 -2%
NB
679
NBT Bank
New York
$562K +$40K +265 +8%
CA
680
Continuum Advisory
Idaho
$560K -$266K -1,761 -32%
WFAG
681
Worth Financial Advisory Group
North Carolina
$557K +$33.9K +224 +6%
ESB
682
Essex Savings Bank
Connecticut
$556K – – –
PMAM
683
Picton Mahoney Asset Management
Ontario, Canada
$554K +$9.07K +60 +2%
CFO
684
CVA Family Office
Colorado
$550K +$78.6K +520 +17%
AWA
685
Arkadios Wealth Advisors
Georgia
$550K -$21.8K -144 -4%
TC
686
TownSquare Capital
Utah
$549K +$546K +3,614 New
DAS
687
Dynamic Advisor Solutions
Arizona
$547K – – –
CAM
688
Campion Asset Management
Virginia
$545K +$254K +1,679 +88%
IFG
689
Independent Financial Group
California
$544K +$58.3K +386 +12%
AWA
690
ARQ Wealth Advisors
Arizona
$543K -$604 -4 -0.1%
LA
691
Lynch & Associates
Indiana
$542K -$75.3K -498 -12%
AHC
692
Anderson Hoagland & Co
Missouri
$541K – – –
BONH
693
Bank of New Hampshire
New Hampshire
$539K -$144K -950 -21%
GCM
694
Gallacher Capital Management
Colorado
$537K – – –
CIC
695
Carnegie Investment Counsel
Ohio
$535K – – –
AWA
696
Aaron Wealth Advisors
Illinois
$532K +$26.3K +174 +5%
OFS
697
OneAscent Financial Services
Alabama
$532K -$312K -2,066 -37%
FPW
698
Flagship Private Wealth
Massachusetts
$529K – – –
SWM
699
SeaCrest Wealth Management
New York
$525K – – –
IA
700
Insight Advisors
Pennsylvania
$525K – – –
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