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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
826
Edgemoor Investment Advisors
Maryland
$671K – – –
PWH
827
Priebe Wealth Holdings
Minnesota
$670K -$34.3K -193 -5%
LWCFA
828
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$664K -$118K -665 -15%
AWA
829
ARQ Wealth Advisors
Arizona
$662K – – –
GCM
830
Gallacher Capital Management
Colorado
$661K – – –
CTA
831
Camelot Technology Advisors
California
$653K +$2.49K +14 +0.4%
SPWG
832
Sage Private Wealth Group
Illinois
$653K -$129K -723 -17%
FPW
833
Flagship Private Wealth
Massachusetts
$651K – – –
AHC
834
Anderson Hoagland & Co
Missouri
$648K – – –
AT
835
American Trust
Kentucky
$647K -$164K -920 -21%
NW
836
NewEdge Wealth
Pennsylvania
$643K +$77.9K +438 +14%
KLI
837
Kelman-Lazarov Inc
Tennessee
$636K – – –
EFG
838
Embree Financial Group
Illinois
$635K +$39.3K +221 +7%
LW
839
Linscomb Wealth
Texas
$635K – – –
JGIA
840
Jackson Grant Investment Advisers
Connecticut
$628K +$2.67K +15 +0.4%
LA
841
Lynch & Associates
Indiana
$627K -$17.8K -100 -3%
SSB
842
Sandy Spring Bank
Maryland
$627K +$43.4K +244 +8%
BTWM
843
Baker Tilly Wealth Management
Wisconsin
$624K – – –
DT
844
Diversified Trust
Tennessee
$623K +$22K +124 +4%
PSP
845
Pacific Sage Partners
Washington
$622K +$204K +1,147 +53%
CWM
846
C2C Wealth Management
Arizona
$621K -$24.9K -140 -4%
CWMGP
847
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$617K +$3.2K +18 +0.5%
CAM
848
Campion Asset Management
Virginia
$613K -$78.7K -443 -12%
PFG
849
Pinnacle Financial Group
Illinois
$609K +$10.5K +59 +2%
HIP
850
HUB Investment Partners
Texas
$606K +$37.1K +209 +7%
32 33
34
35 36