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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
851
Asset Dedication LLC
California
$272K – – –
LP
852
LGL Partners
Pennsylvania
$272K +$1.23K +8 +0.5%
TFGT
853
TS Financial Group (TSFG)
Illinois
$271K +$8.46K +55 +3%
T
854
TCWP
Ohio
$270K -$6.43M -41,817 -96%
KPWS
855
Kestra Private Wealth Services
Texas
$270K +$70.5K +458 +36%
WW
856
Westshore Wealth
California
$270K +$267K +1,737 New
LC
857
LCNB Corp
Ohio
$268K – – –
TSWM
858
Tyler-Stone Wealth Management
Ohio
$267K +$3.38K +22 +1%
CPIA
859
Cornell Pochily Investment Advisors
New York
$266K – – –
MCM
860
Murphy Capital Management
New Jersey
$264K – – –
AWA
861
Acorn Wealth Advisors
Michigan
$262K +$19.2K +125 +8%
AWA
862
Aaron Wealth Advisors
Illinois
$262K +$20.3K +132 +9%
ECM
863
Evergreen Capital Management
Washington
$261K +$15.5K +101 +6%
CCA
864
Column Capital Advisors
Indiana
$260K – – –
GWM
865
Greenhouse Wealth Management
Connecticut
$259K – – –
MHS
866
M Holdings Securities
Oregon
$259K +$256K +1,665 New
W
867
Wealthquest
Ohio
$258K – – –
BSB
868
Bangor Savings Bank
Maine
$258K +$255K +1,658 New
WA1
869
Wimmer Associates 1
California
$257K – – –
WSTAM
870
Wilbanks Smith & Thomas Asset Management
Virginia
$257K +$4.46K +29 +2%
AIP
871
Ahrens Investment Partners
Louisiana
$255K – – –
LSA
872
Lion Street Advisors
Texas
$255K +$15.4K +100 +7%
UFA
873
US Financial Advisors
Massachusetts
$254K – – –
HWMA
874
Heritage Wealth Management (Arizona)
Arizona
$251K +$248K +1,610 New
MWPCG
875
Measured Wealth Private Client Group
New Hampshire
$250K – – –
33 34
35
36 37