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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
JSSH
826
J. Safra Sarasin Holding
$921K +$885K +4,753 New
CWM
827
Connecticut Wealth Management
Connecticut
$919K – – –
KFGK
828
Keystone Financial Group (Kentucky)
Kentucky
$919K +$876K +4,704 New
JSL
829
JT Stratford LLC
Georgia
$919K -$34.6K -186 -4%
SFWC
830
Strategic Family Wealth Counselors
New Jersey
$910K +$460K +2,472 +113%
AEPWM
831
Atlantic Edge Private Wealth Management
Florida
$908K – – –
MSA
832
Marino Stram & Associates
Massachusetts
$905K +$36.5K +196 +4%
FWA
833
FSM Wealth Advisors
Ohio
$904K +$21K +113 +3%
CFG
834
Cooper Financial Group
California
$904K -$710K -3,810 -45%
NB
835
NBT Bank
New York
$903K -$84.9K -456 -9%
SWP
836
Semus Wealth Partners
Florida
$903K +$143K +768 +20%
HIM
837
Hanlon Investment Management
New Jersey
$898K +$47.3K +254 +6%
WS
838
Wedbush Securities
California
$897K -$835K -4,481 -49%
MAMG
839
Milestone Asset Management Group
Connecticut
$889K +$104K +559 +14%
MPCG
840
Matrix Private Capital Group
New York
$887K +$24.2K +130 +3%
VT
841
Vise Technologies
New York
$884K +$843K +4,526 New
MAWA
842
Moss Adams Wealth Advisors
Washington
$884K -$186 -1 -0%
TA
843
TrueWealth Advisors
Alabama
$881K -$55K -295 -6%
MA
844
MKT Advisors
California
$878K – – –
PWCM
845
Processus Wealth & Capital Management
Tennessee
$874K -$1.3K -7 -0.2%
MSWM
846
McGlone Suttner Wealth Management
Wisconsin
$874K – – –
NW
847
NewEdge Wealth
Pennsylvania
$873K -$117K -629 -12%
NEWAS
848
N.E.W. Advisory Services
Wisconsin
$867K -$18.6K -100 -2%
SAM
849
Summit Asset Management
Tennessee
$865K -$9.87K -53 -1%
MA
850
MBA Advisors
Pennsylvania
$861K -$168K -900 -17%
32 33
34
35 36