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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
701
Linscomb Wealth
Texas
$542K – – –
AWA
702
Aaron Wealth Advisors
Illinois
$539K – – –
BTWM
703
Baker Tilly Wealth Management
Wisconsin
$537K -$965K -5,972 -63%
FPW
704
Flagship Private Wealth
Massachusetts
$536K – – –
LA
705
Lynch & Associates
Indiana
$532K – – –
EIA
706
Edgemoor Investment Advisors
Maryland
$531K +$558K +3,450 New
OAM
707
Oppenheimer Asset Management
New York
$530K +$40.4K +250 +8%
CWM
708
C2C Wealth Management
Arizona
$528K – – –
KLI
709
Kelman-Lazarov Inc
Tennessee
$524K – – –
SFG
710
StrategIQ Financial Group
Indiana
$524K +$75.5K +467 +16%
CA
711
CoreCap Advisors
Michigan
$515K -$324K -2,005 -37%
RDFA
712
Ritter Daniher Financial Advisory
Ohio
$513K – – –
TCA
713
Trifecta Capital Advisors
Illinois
$513K -$64.8K -401 -11%
JGIA
714
Jackson Grant Investment Advisers
Connecticut
$513K +$2.91K +18 +0.5%
AWA
715
Arete Wealth Advisors
Illinois
$512K -$251K -1,552 -32%
WCG
716
Weaver Consulting Group
California
$510K -$14.5K -90 -3%
CIC
717
Chilton Investment Company
Connecticut
$510K -$75K -464 -12%
PIA
718
Perennial Investment Advisors
California
$509K – – –
CIC
719
Carnegie Investment Counsel
Ohio
$507K -$21.3K -132 -4%
CWMGP
720
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$505K – – –
CGFA
721
Colton Groome Financial Advisors
North Carolina
$504K – – –
WWM
722
Windsor Wealth Management
Indiana
$504K – – –
SW
723
SVB Wealth
Massachusetts
$503K -$114K -708 -18%
DFC
724
DBK Financial Counsel
Ohio
$502K – – –
SSB
725
Sandy Spring Bank
Maryland
$501K +$12.1K +75 +2%
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