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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
751
CVA Family Office
Colorado
$631K – – –
CIC
752
Chilton Investment Company
Connecticut
$625K +$44.4K +276 +8%
EIA
753
Edgemoor Investment Advisors
Maryland
$624K +$22.5K +140 +4%
QWM
754
Quadcap Wealth Management
Texas
$624K +$577K +3,588 New
CCA
755
Clarity Capital Advisors
Florida
$623K +$576K +3,585 New
DIP
756
DT Investment Partners
Pennsylvania
$617K +$564K +3,508 New
AWA
757
ARQ Wealth Advisors
Arizona
$617K -$4.98K -31 -0.9%
GCM
758
Gallacher Capital Management
Colorado
$616K – – –
AHC
759
Anderson Hoagland & Co
Missouri
$613K – – –
SFS
760
Security Financial Services
Indiana
$609K -$264K -1,644 -32%
CAM
761
Creekmur Asset Management
Illinois
$607K +$561K +3,493 New
FPW
762
Flagship Private Wealth
Massachusetts
$606K – – –
CTA
763
Camelot Technology Advisors
California
$606K +$560K +3,483 New
PWLP
764
Prio Wealth Limited Partnership
Massachusetts
$604K -$92.4K -575 -14%
CWM
765
C2C Wealth Management
Arizona
$604K – – –
LA
766
Lynch & Associates
Indiana
$601K – – –
SFG
767
StrategIQ Financial Group
Indiana
$594K +$1.77K +11 +0.3%
KLI
768
Kelman-Lazarov Inc
Tennessee
$592K – – –
GI
769
Glovista Investments
New Jersey
$592K +$547K +3,406 New
TCA
770
Trifecta Capital Advisors
Illinois
$591K +$10.6K +66 +2%
LW
771
Linscomb Wealth
Texas
$591K -$19.3K -120 -3%
JGIA
772
Jackson Grant Investment Advisers
Connecticut
$582K +$2.41K +15 +0.5%
BTWM
773
Baker Tilly Wealth Management
Wisconsin
$580K -$24.4K -152 -4%
RDFA
774
Ritter Daniher Financial Advisory
Ohio
$579K – – –
BCA
775
Ballentine Capital Advisors
South Carolina
$579K +$531K +3,302 New
29 30
31
32 33