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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
851
Dowling & Yahnke
California
$232K -$21.4K -151 -8%
RMCM
852
Reynders McVeigh Capital Management
Massachusetts
$231K – – –
CRC
853
Curi RMB Capital
Illinois
$231K +$255K +1,797 New
HCM
854
Howland Capital Management
Massachusetts
$227K – – –
LP
855
LGL Partners
Pennsylvania
$227K +$1.7K +12 +0.7%
WMS
856
Wealth Management Solutions
Pennsylvania
$225K -$28.1K -198 -10%
USCWA
857
U.S. Capital Wealth Advisors
Texas
$225K -$19.3K -136 -7%
TFGT
858
TS Financial Group (TSFG)
Illinois
$224K -$15.3K -108 -6%
WW
859
Westshore Wealth
California
$224K – – –
CWS
860
Cypress Wealth Services
California
$224K +$26.5K +187 +12%
WAOTB
861
Wealth Advisors of Tampa Bay
Florida
$223K -$246K -1,736 -50%
OPPS
862
Obsidian Personal Planning Solutions
Maryland
$223K -$149K -1,049 -38%
TFCP
863
Twin Focus Capital Partners
Massachusetts
$221K -$61.6K -435 -20%
BSB
864
Bangor Savings Bank
Maine
$221K – – –
MFG
865
Merit Financial Group
Georgia
$221K +$30.6K +216 +14%
HCM
866
Highview Capital Management
Illinois
$221K +$243K +1,716 New
TSWM
867
Tyler-Stone Wealth Management
Ohio
$220K – – –
AP
868
Appleton Partners
Massachusetts
$216K +$14.2K +100 +6%
GGS
869
Galvin Gaustad & Stein
Arizona
$215K -$29.3K -207 -11%
RWA
870
Redhawk Wealth Advisors
Minnesota
$214K -$2.55K -18 -1%
CCA
871
Column Capital Advisors
Indiana
$214K – – –
GWM
872
Greenhouse Wealth Management
Connecticut
$214K – – –
RMDI
873
R.M. Davis Inc
Maine
$214K +$7.93K +56 +3%
AIP
874
Ahrens Investment Partners
Louisiana
$212K – – –
W
875
Wealthquest
Ohio
$212K – – –
33 34
35
36 37