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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
826
Provenance Wealth Advisors
Florida
$976K -$3.41K -17 -0.4%
JSSH
827
J. Safra Sarasin Holding
$976K – – –
WOC
828
West Oak Capital
California
$968K -$130K -645 -12%
SFWC
829
Strategic Family Wealth Counselors
New Jersey
$962K – – –
EWM
830
Empirical Wealth Management
Washington
$951K +$164K +816 +22%
FCP
831
Fidelis Capital Partners
Florida
$947K +$921K +4,584 New
FWA
832
FSM Wealth Advisors
Ohio
$947K – – –
CFG
833
Cooper Financial Group
California
$945K -$9.44K -47 -1%
MAMG
834
Milestone Asset Management Group
Connecticut
$944K +$4.22K +21 +0.5%
HIP
835
HUB Investment Partners
Texas
$942K +$142K +707 +18%
IWM
836
Iams Wealth Management
Nebraska
$941K -$288K -1,435 -24%
BDPWM
837
Barnes Dennig Private Wealth Management
Ohio
$940K +$40.2K +200 +5%
MPCG
838
Matrix Private Capital Group
New York
$937K – – –
AEPWM
839
Atlantic Edge Private Wealth Management
Florida
$937K -$21.9K -109 -2%
MAWA
840
Moss Adams Wealth Advisors
Washington
$934K – – –
FCA
841
Fortis Capital Advisors
Kansas
$928K +$902K +4,493 New
TA
842
TrueWealth Advisors
Alabama
$925K -$5.62K -28 -0.6%
MSWM
843
McGlone Suttner Wealth Management
Wisconsin
$924K – – –
NW
844
NewEdge Wealth
Pennsylvania
$923K +$1.61K +8 +0.2%
MA
845
MKT Advisors
California
$921K – – –
SC
846
SouthState Corp
Florida
$920K -$1.94M -9,660 -68%
NEWAS
847
N.E.W. Advisory Services
Wisconsin
$916K – – –
MCM
848
Magnolia Capital Management
New York
$916K -$407K -2,025 -31%
SAM
849
Summit Asset Management
Tennessee
$914K – – –
CIR
850
Clear Investment Research
Georgia
$907K -$661K -3,289 -43%
32 33
34
35 36