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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
851
Canopy Partners
Ohio
$1.12M – – –
ACIM
852
Azimuth Capital Investment Management
Michigan
$1.12M -$43K -205 -4%
FCA
853
Fortis Capital Advisors
Kansas
$1.12M +$166K +794 +18%
SFWC
854
Strategic Family Wealth Counselors
New Jersey
$1.12M +$123K +587 +13%
GJWM
855
Gilliland Jeter Wealth Management
Arkansas
$1.12M +$356K +1,697 +48%
PPW
856
PACK Private Wealth
Minnesota
$1.11M – – –
ZF
857
Zhang Financial
Michigan
$1.11M -$148K -704 -12%
EK
858
Evensky & Katz
Florida
$1.11M +$5.03K +24 +0.5%
KIG
859
Kennedy Investment Group
New Jersey
$1.11M -$267K -1,276 -20%
ANTB
860
AMG National Trust Bank
Colorado
$1.11M -$263K -1,256 -19%
BCI
861
Blue Capital Inc
Nebraska
$1.11M +$456K +2,175 +72%
MCM
862
MidAtlantic Capital Management
Virginia
$1.1M – – –
BPC
863
Bearing Point Capital
Minnesota
$1.1M – – –
NEPWA
864
New England Private Wealth Advisors
Massachusetts
$1.1M +$2.1K +10 +0.2%
DWML
865
Decker Wealth Management LLC
Tennessee
$1.1M +$1.08M +5,168 New
AA
866
Armis Advisers
Georgia
$1.1M -$398K -1,897 -26%
LAS
867
Lloyd Advisory Services
Georgia
$1.09M +$401K +1,912 +59%
SWA
868
Stratos Wealth Advisors
Ohio
$1.08M +$4.19K +20 +0.4%
NW
869
NewEdge Wealth
Pennsylvania
$1.08M +$139K +665 +15%
JIC
870
Joel Isaacson & Co
New York
$1.08M +$25.4K +121 +2%
BZWA
871
Blue Zone Wealth Advisors
California
$1.08M +$537K +2,564 +102%
LCGC
872
Legacy Capital Group California
California
$1.07M +$184K +880 +21%
MAMG
873
Milestone Asset Management Group
Connecticut
$1.07M +$101K +483 +11%
PCM
874
Pennsylvania Capital Management
Pennsylvania
$1.07M – – –
TWA
875
Talisman Wealth Advisors
New Jersey
$1.07M +$438K +2,092 +72%
33 34
35
36 37