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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
876
Financial Partners Group (Kansas)
Kansas
$639K +$87K +458 +16%
SDAM
877
Shulman DeMeo Asset Management
New York
$633K -$380 -2 -0.1%
PWH
878
Priebe Wealth Holdings
Minnesota
$633K -$56.6K -298 -8%
EWA
879
EverSource Wealth Advisors
Alabama
$631K -$244K -1,282 -29%
FAM
880
Frontier Asset Management
Wyoming
$631K -$21.3K -112 -3%
KFI
881
Key Financial Inc
Pennsylvania
$626K – – –
ACGA
882
Atlanta Consulting Group Advisors
Georgia
$624K – – –
CTA
883
Camelot Technology Advisors
California
$624K -$57.2K -301 -9%
ES
884
Eagle Strategies
New York
$622K – – –
SMA
885
Seven Mile Advisory
New Jersey
$621K – – –
DI
886
Disciplined Investments
Oklahoma
$620K +$25.5K +134 +4%
IWS
887
Integrity Wealth Solutions
Colorado
$617K +$4.94K +26 +0.8%
KA
888
Klingman & Associates
New York
$617K – – –
PIA
889
Pinion Investment Advisors
Kansas
$616K +$594K +3,125 New
RWM
890
Ritholtz Wealth Management
New York
$614K -$10.3K -54 -2%
RDFA
891
Ritter Daniher Financial Advisory
Ohio
$613K -$570 -3 -0.1%
IIA
892
IPG Investment Advisors
California
$609K +$23K +121 +4%
IWN
893
Independent Wealth Network
Iowa
$607K -$28.5K -150 -5%
TW
894
Towerpoint Wealth
California
$606K -$1.9K -10 -0.3%
SFA
895
Semmax Financial Advisors
North Carolina
$606K +$38.8K +204 +7%
CPIA
896
Cornell Pochily Investment Advisors
New York
$603K +$139K +730 +31%
AWA
897
Aaron Wealth Advisors
Illinois
$601K -$32.9K -173 -5%
EPW
898
Evergreen Private Wealth
Colorado
$600K +$32.9K +173 +6%
OPW
899
Oxler Private Wealth
New York
$600K +$2.28K +12 +0.4%
LEA
900
Legacy Edge Advisors
New York
$600K +$31.3K +165 +6%
34 35
36
37 38