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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Aprio Wealth Management
Georgia
$730K -$262K -1,409 -27%
WCP
902
Wick Capital Partners
Pennsylvania
$729K +$1.83M +9,823 +263%
AUB
903
Atlantic Union Bankshares
Virginia
$727K +$385K +2,069 +125%
CFP
904
Catalyst Financial Partners
Massachusetts
$727K -$49.9K -268 -7%
IIA
905
IPG Investment Advisors
California
$721K +$66.7K +358 +11%
ES
906
Eagle Strategies
New York
$718K +$15.8K +85 +2%
FWTB
907
First Western Trust Bank
Colorado
$716K – – –
LKWM
908
Lee-Kelleher Wealth Management
Maryland
$713K – – –
FFG
909
Fortress Financial Group
Minnesota
$713K – – –
MSFS
910
Main Street Financial Solutions
Pennsylvania
$713K +$679K +3,646 New
CCA
911
Clarity Capital Advisors
Florida
$711K – – –
CFO
912
CVA Family Office
Colorado
$709K – – –
CIC
913
Chilton Investment Company
Connecticut
$700K +$182K +977 +38%
CNB
914
Camden National Bank
Maine
$697K – – –
AHC
915
Anderson Hoagland & Co
Missouri
$697K – – –
GWA
916
Geometric Wealth Advisors
District of Columbia
$697K – – –
PMFA
917
Plante Moran Financial Advisors
Michigan
$689K -$160K -857 -20%
AWM
918
Alterna Wealth Management
Texas
$683K -$14.9K -80 -2%
NG
919
Norden Group
Utah
$681K +$7.26K +39 +1%
STA
920
Summit Trail Advisors
New York
$675K +$643K +3,454 New
FI
921
FWG Investments
Kentucky
$675K +$643K +3,453 New
JGIA
922
Jackson Grant Investment Advisers
Connecticut
$675K +$4.66K +25 +0.7%
GIM
923
Goelzer Investment Management
Indiana
$674K +$105K +564 +20%
KLI
924
Kelman-Lazarov Inc
Tennessee
$668K – – –
LW
925
Linscomb Wealth
Texas
$663K – – –
35 36
37
38 39