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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
676
CRA Financial Services
New Jersey
$1.86M +$77.1K +356 +4%
TFG
677
Taylor Financial Group
Virginia
$1.85M +$9.74K +45 +0.5%
MWM
678
Maripau Wealth Management
Indiana
$1.85M -$234K -1,082 -11%
IWMO
679
Integrated Wealth Management (Ohio)
Ohio
$1.85M -$144K -667 -7%
FWA
680
Flagship Wealth Advisors
Massachusetts
$1.84M -$660K -3,047 -24%
SQA
681
Simon Quick Advisors
New Jersey
$1.84M +$217 +1 +0%
SIS
682
Sound Income Strategies
Florida
$1.82M +$245K +1,133 +15%
FFM
683
Forum Financial Management
Illinois
$1.82M -$46.8K -216 -2%
HKIMG
684
Hutchens & Kramer Investment Management Group
Indiana
$1.8M -$44.8K -207 -2%
CCG
685
Catalina Capital Group
California
$1.8M -$8.88K -41 -0.5%
BWM
686
BigSur Wealth Management
Florida
$1.79M – – –
TIA
687
Tiemann Investment Advisors
California
$1.79M -$8.01K -37 -0.4%
APP
688
Avantax Planning Partners
Iowa
$1.78M +$126K +583 +7%
GT
689
Glenmede Trust
Pennsylvania
$1.78M +$50.2K +232 +3%
WTC
690
WhitTier Trust Company
Nevada
$1.78M – – –
DWS
691
Discipline Wealth Solutions
South Carolina
$1.78M +$60.2K +278 +3%
MKW
692
Mullaney, Keating & Wright
Connecticut
$1.75M -$82.9K -383 -4%
AF
693
Advisornet Financial
Minnesota
$1.75M -$42.4K -196 -2%
SG
694
StoneX Group
New York
$1.74M -$6.13M -28,300 -77%
GM
695
GeoWealth Management
Illinois
$1.74M -$103K -474 -5%
PSA
696
Plum Street Advisors
Louisiana
$1.73M -$1.73K -8 -0.1%
BWM
697
Braeburn Wealth Management
Michigan
$1.73M -$21K -97 -1%
TC
698
Trilogy Capital
California
$1.72M +$29.7K +137 +2%
SFPG
699
Stonebridge Financial Planning Group
Florida
$1.72M -$14.7K -68 -0.8%
IWC
700
Infinity Wealth Counsel
Ohio
$1.71M – – –
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