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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
851
Trexquant Investment
Connecticut
$233K +$257K +1,812 New
WCG
852
Weaver Consulting Group
California
$232K -$155K -1,091 -38%
DY
853
Dowling & Yahnke
California
$232K -$21.4K -151 -8%
RMCM
854
Reynders McVeigh Capital Management
Massachusetts
$231K – – –
CRC
855
Curi RMB Capital
Illinois
$231K +$255K +1,797 New
HCM
856
Howland Capital Management
Massachusetts
$227K – – –
LP
857
LGL Partners
Pennsylvania
$227K +$1.7K +12 +0.7%
WMS
858
Wealth Management Solutions
Pennsylvania
$225K -$28.1K -198 -10%
USCWA
859
U.S. Capital Wealth Advisors
Texas
$225K -$19.3K -136 -7%
TFGT
860
TS Financial Group (TSFG)
Illinois
$224K -$15.3K -108 -6%
WW
861
Westshore Wealth
California
$224K – – –
CWS
862
Cypress Wealth Services
California
$224K +$26.5K +187 +12%
WAOTB
863
Wealth Advisors of Tampa Bay
Florida
$223K -$246K -1,736 -50%
OPPS
864
Obsidian Personal Planning Solutions
Maryland
$223K -$149K -1,049 -38%
TFCP
865
Twin Focus Capital Partners
Massachusetts
$221K -$61.6K -435 -20%
BSB
866
Bangor Savings Bank
Maine
$221K – – –
MFG
867
Merit Financial Group
Georgia
$221K +$30.6K +216 +14%
HCM
868
Highview Capital Management
Illinois
$221K +$243K +1,716 New
TSWM
869
Tyler-Stone Wealth Management
Ohio
$220K – – –
AP
870
Appleton Partners
Massachusetts
$216K +$14.2K +100 +6%
GGS
871
Galvin Gaustad & Stein
Arizona
$215K -$29.3K -207 -11%
RWA
872
Redhawk Wealth Advisors
Minnesota
$214K -$2.55K -18 -1%
CCA
873
Column Capital Advisors
Indiana
$214K – – –
GWM
874
Greenhouse Wealth Management
Connecticut
$214K – – –
RMDI
875
R.M. Davis Inc
Maine
$214K +$7.93K +56 +3%
33 34
35
36 37