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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
751
Edgemoor Investment Advisors
Maryland
$624K +$22.5K +140 +4%
QWM
752
Quadcap Wealth Management
Texas
$624K +$577K +3,588 New
CCA
753
Clarity Capital Advisors
Florida
$623K +$576K +3,585 New
DIP
754
DT Investment Partners
Pennsylvania
$617K +$564K +3,508 New
AWA
755
ARQ Wealth Advisors
Arizona
$617K -$4.98K -31 -0.9%
GCM
756
Gallacher Capital Management
Colorado
$616K – – –
AHC
757
Anderson Hoagland & Co
Missouri
$613K – – –
SFS
758
Security Financial Services
Indiana
$609K -$264K -1,644 -32%
CAM
759
Creekmur Asset Management
Illinois
$607K +$561K +3,493 New
FPW
760
Flagship Private Wealth
Massachusetts
$606K – – –
CTA
761
Camelot Technology Advisors
California
$606K +$560K +3,483 New
PWLP
762
Prio Wealth Limited Partnership
Massachusetts
$604K -$92.4K -575 -14%
CWM
763
C2C Wealth Management
Arizona
$604K – – –
LA
764
Lynch & Associates
Indiana
$601K – – –
SFG
765
StrategIQ Financial Group
Indiana
$594K +$1.77K +11 +0.3%
KLI
766
Kelman-Lazarov Inc
Tennessee
$592K – – –
GI
767
Glovista Investments
New Jersey
$592K +$547K +3,406 New
TCA
768
Trifecta Capital Advisors
Illinois
$591K +$10.6K +66 +2%
LW
769
Linscomb Wealth
Texas
$591K -$19.3K -120 -3%
JGIA
770
Jackson Grant Investment Advisers
Connecticut
$582K +$2.41K +15 +0.5%
BTWM
771
Baker Tilly Wealth Management
Wisconsin
$580K -$24.4K -152 -4%
RDFA
772
Ritter Daniher Financial Advisory
Ohio
$579K – – –
BCA
773
Ballentine Capital Advisors
South Carolina
$579K +$531K +3,302 New
PIA
774
Perennial Investment Advisors
California
$576K – – –
CWMGP
775
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$571K +$161 +1 +0%
29 30
31
32 33