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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
826
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$664K -$118K -665 -15%
AWA
827
ARQ Wealth Advisors
Arizona
$662K – – –
GCM
828
Gallacher Capital Management
Colorado
$661K – – –
CTA
829
Camelot Technology Advisors
California
$653K +$2.49K +14 +0.4%
SPWG
830
Sage Private Wealth Group
Illinois
$653K -$129K -723 -17%
FPW
831
Flagship Private Wealth
Massachusetts
$651K – – –
AHC
832
Anderson Hoagland & Co
Missouri
$648K – – –
AT
833
American Trust
Kentucky
$647K -$164K -920 -21%
NW
834
NewEdge Wealth
Pennsylvania
$643K +$77.9K +438 +14%
KLI
835
Kelman-Lazarov Inc
Tennessee
$636K – – –
EFG
836
Embree Financial Group
Illinois
$635K +$39.3K +221 +7%
LW
837
Linscomb Wealth
Texas
$635K – – –
JGIA
838
Jackson Grant Investment Advisers
Connecticut
$628K +$2.67K +15 +0.4%
LA
839
Lynch & Associates
Indiana
$627K -$17.8K -100 -3%
SSB
840
Sandy Spring Bank
Maryland
$627K +$43.4K +244 +8%
BTWM
841
Baker Tilly Wealth Management
Wisconsin
$624K – – –
DT
842
Diversified Trust
Tennessee
$623K +$22K +124 +4%
PSP
843
Pacific Sage Partners
Washington
$622K +$204K +1,147 +53%
CWM
844
C2C Wealth Management
Arizona
$621K -$24.9K -140 -4%
CWMGP
845
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$617K +$3.2K +18 +0.5%
CAM
846
Campion Asset Management
Virginia
$613K -$78.7K -443 -12%
PFG
847
Pinnacle Financial Group
Illinois
$609K +$10.5K +59 +2%
HIP
848
HUB Investment Partners
Texas
$606K +$37.1K +209 +7%
BSWA
849
Bromfield Sneider Wealth Advisors
Massachusetts
$602K – – –
AWA
850
Aaron Wealth Advisors
Illinois
$602K – – –
32 33
34
35 36