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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
901
Geometric Wealth Advisors
District of Columbia
$679K – – –
VC
902
Veracity Capital
Georgia
$675K +$86.1K +445 +14%
NPFS
903
Novak & Powell Financial Services
Florida
$673K -$84.9K -439 -11%
DWS
904
Discipline Wealth Solutions
South Carolina
$668K -$131K -678 -16%
AFW
905
Avantra Family Wealth
Pennsylvania
$664K +$49.5K +256 +8%
LA
906
Lifeworks Advisors
Michigan
$661K +$209K +1,080 +45%
NG
907
Norden Group
Utah
$657K -$6.79M -35,073 -91%
PVI
908
Pine Valley Investments
New Jersey
$657K -$59.6K -308 -8%
IAS
909
Insigneo Advisory Services
Florida
$657K +$143K +741 +27%
RWM
910
Ritholtz Wealth Management
New York
$655K +$94.2K +487 +17%
JGIA
911
Jackson Grant Investment Advisers
Connecticut
$653K +$2.52K +13 +0.4%
KLI
912
Kelman-Lazarov Inc
Tennessee
$651K +$2.52K +13 +0.4%
GSEP
913
Golden State Equity Partners
California
$648K -$307K -1,589 -32%
LW
914
Linscomb Wealth
Texas
$647K – – –
EIA
915
Edgemoor Investment Advisors
Maryland
$647K – – –
PW
916
Potentia Wealth
California
$645K – – –
FC
917
Forte Capital
New York
$642K – – –
DAS
918
Dynamic Advisor Solutions
Arizona
$641K -$107K -555 -14%
CWM
919
C2C Wealth Management
Arizona
$639K +$4.84K +25 +0.8%
LA
920
Lynch & Associates
Indiana
$637K – – –
IIA
921
IPG Investment Advisors
California
$635K +$51.9K +268 +9%
SHF
922
Stage Harbor Financial
Massachusetts
$629K -$54.2K -280 -8%
CWMGP
923
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$627K -$3.1K -16 -0.5%
FPGK
924
Financial Partners Group (Kansas)
Kansas
$626K +$1.55K +8 +0.2%
PFG
925
Pinnacle Financial Group
Illinois
$621K – – –
35 36
37
38 39