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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
851
Bearing Point Capital
Minnesota
$1.1M – – –
NEPWA
852
New England Private Wealth Advisors
Massachusetts
$1.1M +$1.73K +8 +0.2%
CAC
853
Certified Advisory Corp
Florida
$1.09M -$55.2K -255 -5%
JF
854
JSF Financial
California
$1.09M -$146K -674 -12%
DWML
855
Decker Wealth Management LLC
Tennessee
$1.09M – – –
BC
856
BDFS Capital
Delaware
$1.09M +$36.4K +168 +3%
AWA
857
Asempa Wealth Advisors
Louisiana
$1.08M +$33.1K +153 +3%
PWM
858
Parkway Wealth Management
Texas
$1.08M +$61.3K +283 +6%
CRC
859
Curi RMB Capital
Illinois
$1.08M +$105K +487 +11%
IIA
860
IPG Investment Advisors
California
$1.08M +$271K +1,251 +33%
PCM
861
Pennsylvania Capital Management
Pennsylvania
$1.06M – – –
SAM
862
Silvercrest Asset Management
New York
$1.06M -$65K -300 -6%
MAMG
863
Milestone Asset Management Group
Connecticut
$1.06M -$10.2K -47 -0.9%
BOA
864
Birnam Oak Advisors
New York
$1.06M -$1.08M -5,000 -50%
NFW
865
Noble Family Wealth
Florida
$1.06M – – –
MSA
866
Marino Stram & Associates
Massachusetts
$1.06M -$4.76K -22 -0.4%
BW
867
BIP Wealth
Georgia
$1.06M -$610K -2,819 -36%
MWA
868
Madson Wealth Advisors
California
$1.04M +$1.06M +4,916 New
PCA
869
Pallas Capital Advisors
Massachusetts
$1.04M -$457K -2,111 -30%
HIP
870
HUB Investment Partners
Texas
$1.03M +$188K +868 +22%
RFP
871
RCS Financial Planning
Maryland
$1.02M -$4.3M -19,841 -80%
BEI
872
Benjamin Edwards Inc
Missouri
$1.02M +$65.8K +304 +7%
EAM
873
Evanson Asset Management
California
$1.01M -$3.03K -14 -0.3%
AWMNH
874
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.01M +$233K +1,077 +29%
GC
875
GatePass Capital
Ohio
$1.01M -$216K -997 -17%
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35
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