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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
826
Gallagher Capital Advisors
Texas
$903K +$938K +4,729 New
D
827
Dentgroup
Louisiana
$890K +$114K +576 +14%
AEPWM
828
Atlantic Edge Private Wealth Management
Florida
$887K – – –
ISFAN
829
Investor's Fiduciary Advisor Network
Washington
$872K +$906K +4,569 New
1SB
830
1ST Source Bank
Indiana
$869K -$40.1K -202 -4%
NEWAS
831
N.E.W. Advisory Services
Wisconsin
$869K -$19.8K -100 -2%
EWM
832
EPG Wealth Management
Georgia
$869K +$4.56K +23 +0.5%
MAWA
833
Moss Adams Wealth Advisors
Washington
$864K – – –
MA
834
MKT Advisors
California
$864K -$9.92K -50 -1%
FWA
835
FSM Wealth Advisors
Ohio
$862K -$198 -1 -0%
ACM
836
Advisors Capital Management
New Jersey
$861K +$13.5K +68 +2%
CAM
837
Clarity Asset Management
Iowa
$861K -$30.3K -153 -3%
TA
838
TrueWealth Advisors
Alabama
$860K +$8.53K +43 +1%
SAM
839
Summit Asset Management
Tennessee
$858K -$49.8K -251 -5%
MSWM
840
McGlone Suttner Wealth Management
Wisconsin
$854K – – –
CFP
841
Catalyst Financial Partners
Massachusetts
$852K -$1.75M -8,831 -66%
MSA
842
Marino Stram & Associates
Massachusetts
$845K -$9.52K -48 -1%
MAM
843
Milestone Asset Management
Pennsylvania
$842K +$875K +4,411 New
CA
844
Continuum Advisory
Idaho
$842K +$8.53K +43 +1%
BF
845
Blankinship & Foster
California
$834K -$44.8K -226 -5%
MPCG
846
Matrix Private Capital Group
New York
$831K – – –
PMFA
847
Plante Moran Financial Advisors
Michigan
$830K -$1.19K -6 -0.1%
SCI
848
S&CO Inc
Massachusetts
$830K – – –
CTC
849
Central Trust Company
Missouri
$830K +$5.55K +28 +0.6%
PMAM
850
Picton Mahoney Asset Management
Ontario, Canada
$827K – – –
32 33
34
35 36