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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
S
676
SignatureFD
Georgia
$591K – – –
SWM
677
Sendero Wealth Management
Texas
$587K – – –
CFS
678
CRA Financial Services
New Jersey
$586K +$74K +458 +14%
CA
679
Claro Advisors
Massachusetts
$579K +$60.3K +373 +11%
PVI
680
Pine Valley Investments
New Jersey
$573K +$15.5K +96 +3%
AIP
681
Almanack Investment Partners
Pennsylvania
$573K +$243K +1,502 +68%
MG
682
Mather Group
Illinois
$572K -$118K -733 -16%
PCS
683
Personal CFO Solutions
New Jersey
$571K +$33.3K +206 +6%
ACA
684
Aptus Capital Advisors
Alabama
$571K +$535K +3,308 +823%
NB
685
NBT Bank
New York
$570K – – –
NL
686
Navalign LLC
California
$565K +$47.7K +295 +9%
PMAM
687
Picton Mahoney Asset Management
Ontario, Canada
$564K – – –
ESB
688
Essex Savings Bank
Connecticut
$563K – – –
BKA
689
Brick & Kyle Associates
Pennsylvania
$563K +$592K +3,660 New
KWM
690
Kingsview Wealth Management
Oregon
$562K +$591K +3,655 New
CA
691
Continuum Advisory
Idaho
$562K -$6.46K -40 -1%
WCP
692
Wick Capital Partners
Pennsylvania
$561K +$81.3K +503 +16%
CFO
693
CVA Family Office
Colorado
$558K – – –
JFG
694
JMG Financial Group
Illinois
$555K -$456K -2,822 -44%
CAM
695
Campion Asset Management
Virginia
$554K +$7.27K +45 +1%
BWP
696
Balboa Wealth Partners
Arizona
$551K -$124K -770 -18%
AWA
697
ARQ Wealth Advisors
Arizona
$550K – – –
AHC
698
Anderson Hoagland & Co
Missouri
$548K – – –
GFA
699
Gallagher Fiduciary Advisors
Illinois
$548K -$122K -755 -17%
GCM
700
Gallacher Capital Management
Colorado
$545K – – –
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