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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
826
Towerpoint Wealth
California
$1.21M -$11.4K -51 -1%
MWA
827
Monograph Wealth Advisors
California
$1.21M – – –
CP
828
Canopy Partners
Ohio
$1.2M – – –
NEPWA
829
New England Private Wealth Advisors
Massachusetts
$1.2M +$2.01K +9 +0.2%
ZF
830
Zhang Financial
Michigan
$1.2M +$2.23K +10 +0.2%
QCG
831
Quadrant Capital Group
Ohio
$1.19M -$14.5K -65 -1%
WPW
832
Waldron Private Wealth
Pennsylvania
$1.19M – – –
MFF
833
Michels Family Financial
Texas
$1.19M -$16.5K -74 -1%
ANTB
834
AMG National Trust Bank
Colorado
$1.19M +$5.81K +26 +0.5%
MCM
835
MidAtlantic Capital Management
Virginia
$1.19M +$4.91K +22 +0.4%
PPW
836
PACK Private Wealth
Minnesota
$1.18M – – –
BFG
837
Beacon Financial Group
Texas
$1.18M -$8.04K -36 -0.7%
SI
838
Seeds Investor
New York
$1.18M -$210K -939 -15%
CFG
839
Cooper Financial Group
California
$1.18M -$37.3K -167 -3%
OPWM
840
Oxinas Partners Wealth Management
Indiana
$1.17M +$101K +451 +10%
DWML
841
Decker Wealth Management LLC
Tennessee
$1.17M – – –
CA
842
Continuum Advisory
Idaho
$1.17M -$34.4K -154 -3%
CSP
843
Cary Street Partners
Virginia
$1.17M +$102K +457 +10%
TPW
844
Turn8 Private Wealth
$1.16M +$1.12M +5,000 New
MAMG
845
Milestone Asset Management Group
Connecticut
$1.16M +$21.4K +96 +2%
CRC
846
Curi RMB Capital
Illinois
$1.16M – – –
MPW
847
Magnolia Private Wealth
Pennsylvania
$1.15M +$861K +3,854 +313%
EWA
848
EverSource Wealth Advisors
Alabama
$1.14M -$476K -2,131 -30%
PCM
849
Pennsylvania Capital Management
Pennsylvania
$1.14M -$670 -3 -0.1%
MSA
850
Marino Stram & Associates
Massachusetts
$1.14M +$5.36K +24 +0.5%
32 33
34
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