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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
876
Pinnacle Financial Group
Illinois
$643K – – –
BFA
877
Beacon Financial Advisory
Ohio
$642K +$67.8K +357 +12%
FPGK
878
Financial Partners Group (Kansas)
Kansas
$639K +$87K +458 +16%
SDAM
879
Shulman DeMeo Asset Management
New York
$633K -$380 -2 -0.1%
PWH
880
Priebe Wealth Holdings
Minnesota
$633K -$56.6K -298 -8%
EWA
881
EverSource Wealth Advisors
Alabama
$631K -$244K -1,282 -29%
FAM
882
Frontier Asset Management
Wyoming
$631K -$21.3K -112 -3%
KFI
883
Key Financial Inc
Pennsylvania
$626K – – –
ACGA
884
Atlanta Consulting Group Advisors
Georgia
$624K – – –
CTA
885
Camelot Technology Advisors
California
$624K -$57.2K -301 -9%
ES
886
Eagle Strategies
New York
$622K – – –
SMA
887
Seven Mile Advisory
New Jersey
$621K – – –
DI
888
Disciplined Investments
Oklahoma
$620K +$25.5K +134 +4%
IWS
889
Integrity Wealth Solutions
Colorado
$617K +$4.94K +26 +0.8%
KA
890
Klingman & Associates
New York
$617K – – –
PIA
891
Pinion Investment Advisors
Kansas
$616K +$594K +3,125 New
RWM
892
Ritholtz Wealth Management
New York
$614K -$10.3K -54 -2%
RDFA
893
Ritter Daniher Financial Advisory
Ohio
$613K -$570 -3 -0.1%
IIA
894
IPG Investment Advisors
California
$609K +$23K +121 +4%
IWN
895
Independent Wealth Network
Iowa
$607K -$28.5K -150 -5%
TW
896
Towerpoint Wealth
California
$606K -$1.9K -10 -0.3%
SFA
897
Semmax Financial Advisors
North Carolina
$606K +$38.8K +204 +7%
CPIA
898
Cornell Pochily Investment Advisors
New York
$603K +$139K +730 +31%
AWA
899
Aaron Wealth Advisors
Illinois
$601K -$32.9K -173 -5%
EPW
900
Evergreen Private Wealth
Colorado
$600K +$32.9K +173 +6%
34 35
36
37 38