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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
701
First National Bank & Trust Co of Newtown
Pennsylvania
$555K – – –
KA
702
Klingman & Associates
New York
$554K +$179K +1,161 +51%
CIC
703
Carnegie Investment Counsel
Ohio
$552K -$15.4K -100 -3%
PL
704
Plancorp LLC
Missouri
$551K – – –
AA
705
Ancora Advisors
Ohio
$549K +$4.15K +27 +0.8%
WCG
706
Weaver Consulting Group
California
$549K -$110K -714 -17%
KLI
707
Kelman-Lazarov Inc
Tennessee
$549K – – –
CA
708
Claro Advisors
Massachusetts
$546K +$34.2K +222 +7%
NL
709
Navalign LLC
California
$545K – – –
IA
710
Insight Advisors
Pennsylvania
$541K -$15.7K -102 -3%
EAMA
711
EFG Asset Management (Americas)
Florida
$541K +$40.8K +265 +9%
ECI
712
EFG Capital International
Florida
$541K +$516K +3,356 New
CFS
713
CRA Financial Services
New Jersey
$540K +$20.3K +132 +4%
RDFA
714
Ritter Daniher Financial Advisory
Ohio
$537K – – –
JGIA
715
Jackson Grant Investment Advisers
Connecticut
$534K +$1.85K +12 +0.4%
PIA
716
Perennial Investment Advisors
California
$534K – – –
AWA
717
Arkadios Wealth Advisors
Georgia
$529K -$52K -338 -9%
CWMGP
718
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$529K – – –
CGFA
719
Colton Groome Financial Advisors
North Carolina
$528K -$10.3K -67 -2%
WWM
720
Windsor Wealth Management
Indiana
$528K -$81.2K -528 -14%
DFC
721
DBK Financial Counsel
Ohio
$526K – – –
LSA
722
L & S Advisors
California
$526K – – –
CPW
723
Catalyst Private Wealth
California
$525K -$1.08K -7 -0.2%
PFG
724
Pinnacle Financial Group
Illinois
$525K – – –
IWN
725
Independent Wealth Network
Iowa
$521K +$497K +3,231 New
27 28
29
30 31