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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
901
Leo Wealth LLC
Texas
$787K -$3.9M -19,439 -84%
VC
902
Veracity Capital
Georgia
$785K -$38.4K -191 -5%
KLI
903
Kelman-Lazarov Inc
Tennessee
$781K +$73.3K +365 +11%
NPFS
904
Novak & Powell Financial Services
Florida
$780K +$759K +3,777 New
CFP
905
Catalyst Financial Partners
Massachusetts
$777K +$8.44K +42 +1%
MC
906
Moors & Cabot
Massachusetts
$776K -$57.4K -286 -7%
NB
907
NBT Bank
New York
$768K -$154K -766 -17%
CB
908
Community Bank
New York
$763K -$95.4K -475 -11%
AWM
909
Aprio Wealth Management
Georgia
$759K -$12.3K -61 -2%
AUB
910
Atlantic Union Bankshares
Virginia
$758K -$10K -50 -1%
LKWM
911
Lee-Kelleher Wealth Management
Maryland
$753K – – –
FFG
912
Fortress Financial Group
Minnesota
$753K – – –
MSFS
913
Main Street Financial Solutions
Pennsylvania
$753K – – –
CCA
914
Clarity Capital Advisors
Florida
$752K – – –
CFO
915
CVA Family Office
Colorado
$749K – – –
ATC
916
Argent Trust Co
Tennessee
$743K +$43.4K +216 +6%
TCBWMS
917
Texas Capital Bank Wealth Management Services
Texas
$740K -$3.15M -15,692 -81%
GJWM
918
Gilliland Jeter Wealth Management
Arkansas
$737K +$145K +720 +25%
CNB
919
Camden National Bank
Maine
$736K – – –
AHC
920
Anderson Hoagland & Co
Missouri
$736K – – –
GWA
921
Geometric Wealth Advisors
District of Columbia
$736K – – –
CIC
922
Carnegie Investment Counsel
Ohio
$734K +$225K +1,119 +46%
IAS
923
Insigneo Advisory Services
Florida
$727K +$83.8K +417 +13%
SF
924
Seros Financial
Arizona
$722K -$9.1M -45,305 -93%
WFS
925
WealthGarden F.S.
California
$718K +$48.6K +242 +8%
35 36
37
38 39