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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
776
Monograph Wealth Advisors
California
$1.01M – – –
BFG
777
Beacon Financial Group
Texas
$1.01M +$12.8K +66 +1%
MA
778
MBA Advisors
Pennsylvania
$1.01M -$42.6K -220 -4%
CP
779
Canopy Partners
Ohio
$1.01M – – –
ADL
780
Asset Dedication LLC
California
$1.01M +$25.2K +130 +3%
LC
781
Lindbrook Capital
California
$1M -$8.51K -44 -0.8%
NCG
782
Newport Capital Group
New Jersey
$1M -$23.8K -123 -2%
CSP
783
Cary Street Partners
Virginia
$996K +$387 +2 +0%
MCM
784
MidAtlantic Capital Management
Virginia
$993K +$42.4K +219 +4%
EK
785
Evensky & Katz
Florida
$986K -$41.6K -215 -4%
NEPWA
786
New England Private Wealth Advisors
Massachusetts
$981K +$1.74K +9 +0.2%
AWM
787
Aprio Wealth Management
Georgia
$981K +$38.9K +201 +4%
CIS
788
Custom Index Systems
New York
$980K -$1.3M -6,726 -57%
APC
789
Aspire Private Capital
North Carolina
$976K +$336K +1,738 +51%
HNWA
790
Henrickson Nauta Wealth Advisors
Michigan
$972K – – –
NB
791
NBT Bank
New York
$968K -$1.16K -6 -0.1%
FMTC
792
Farmers & Merchants Trust Company
California
$963K -$9.68K -50 -1%
NW
793
NewEdge Wealth
Pennsylvania
$963K +$348K +1,798 +55%
O3W
794
Omni 360 Wealth
New Jersey
$956K +$167K +862 +21%
WPW
795
Waldron Private Wealth
Pennsylvania
$953K -$904K -4,670 -48%
NFW
796
Noble Family Wealth
Florida
$953K – – –
HA
797
Helium Advisors
Washington
$950K -$4.64K -24 -0.5%
FA
798
Fiduciary Alliance
South Carolina
$948K +$2.9K +15 +0.3%
EPM
799
Elm Partners Management
Pennsylvania
$946K -$51.5K -266 -5%
EAMA
800
EFG Asset Management (Americas)
Florida
$943K +$4.45K +23 +0.5%
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