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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
851
SVB Wealth
Massachusetts
$580K -$182 -1 -0%
GFA
852
Gallagher Fiduciary Advisors
Illinois
$579K -$1.64K -9 -0.3%
KFI
853
Key Financial Inc
Pennsylvania
$578K – – –
RWM
854
Ritholtz Wealth Management
New York
$577K +$55K +302 +11%
CF
855
Centaurus Financial
California
$577K -$305K -1,675 -35%
DC
856
Davenport & Co
Virginia
$577K +$13.7K +75 +2%
ACGA
857
Atlanta Consulting Group Advisors
Georgia
$576K – – –
BTWM
858
Baker Tilly Wealth Management
Wisconsin
$576K -$31.9K -175 -5%
ES
859
Eagle Strategies
New York
$574K -$1.54M -8,481 -73%
SMA
860
Seven Mile Advisory
New Jersey
$574K – – –
TTWM
861
TCV Trust & Wealth Management
Virginia
$572K +$27.7K +152 +5%
PWPS
862
Pinnacle Wealth Planning Services
Ohio
$571K -$323K -1,772 -36%
KA
863
Klingman & Associates
New York
$569K – – –
RDFA
864
Ritter Daniher Financial Advisory
Ohio
$566K – – –
IWS
865
Integrity Wealth Solutions
Colorado
$565K +$180K +987 +47%
TW
866
Towerpoint Wealth
California
$561K +$729 +4 +0.1%
EAMA
867
EFG Asset Management (Americas)
Florida
$561K +$561K +3,080 New
MWA
868
Merkkuri Wealth Advisors
New York
$559K +$559K +3,070 New
RA
869
Rational Advisors
New York
$557K -$921K -5,054 -62%
CAM
870
Campion Asset Management
Virginia
$556K -$41.3K -227 -7%
CL
871
CIM LLC
New York
$556K – – –
OC
872
Oarsman Capital
Wisconsin
$552K -$8.38K -46 -1%
OPW
873
Oxler Private Wealth
New York
$551K +$2K +11 +0.4%
ADL
874
Asset Dedication LLC
California
$550K +$206K +1,129 +60%
NL
875
Navalign LLC
California
$549K -$2K -11 -0.4%
33 34
35
36 37