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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
701
Catalyst Private Wealth
California
$1.46M – – –
SPF
702
South Plains Financial
Texas
$1.45M – – –
MWM
703
Mattern Wealth Management
Kansas
$1.45M -$815K -4,057 -37%
ITB
704
Idaho Trust Bank
Idaho
$1.45M -$98.6K -491 -7%
PI
705
PFG Investments
New York
$1.44M -$11K -55 -0.8%
CAM
706
Close Asset Management
United Kingdom
$1.44M – – –
MAFA
707
MJT & Associates Financial Advisory
Minnesota
$1.43M -$98.4K -490 -7%
FWM
708
Fonville Wealth Management
Virginia
$1.43M -$34.1K -170 -2%
EWA
709
Emergent Wealth Advisors
New York
$1.42M +$67.1K +334 +5%
WEG
710
World Equity Group
Illinois
$1.42M +$367K +1,826 +36%
FPCG
711
Forum Private Client Group
Indiana
$1.42M +$222K +1,104 +19%
TCOT
712
Trust Company of Toledo
Ohio
$1.42M – – –
PWMG
713
Private Wealth Management Group
New Jersey
$1.41M – – –
AWA
714
Arete Wealth Advisors
Illinois
$1.4M +$43.2K +215 +3%
MAV
715
Mason & Associates (Virginia)
Virginia
$1.4M – – –
LC
716
LTG Capital
Massachusetts
$1.4M -$32.1K -160 -2%
GAM
717
Gotham Asset Management
New York
$1.39M – – –
SWA
718
SOA Wealth Advisors
New York
$1.39M -$33.5K -167 -2%
PTC
719
Private Trust Company
Ohio
$1.39M -$327K -1,628 -20%
AWA
720
Alta Wealth Advisors
Massachusetts
$1.39M -$24.1K -120 -2%
FC
721
Fairscale Capital
New Hampshire
$1.38M +$201 +1 +0%
PCA
722
Pallas Capital Advisors
Massachusetts
$1.38M +$82.3K +410 +7%
DSA
723
Davis Selected Advisers
Arizona
$1.37M -$877K -4,364 -40%
WPC
724
White Pine Capital
Minnesota
$1.36M -$41K -204 -3%
KWMG
725
King Wealth Management Group
Florida
$1.35M – – –
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