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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
901
FSM Wealth Advisors
Ohio
$972K – – –
BM
902
Berman McAleer
Maryland
$972K -$734K -3,500 -43%
FWI
903
Facet Wealth Inc
Maryland
$971K +$223K +1,063 +31%
TA
904
Tactive Advisors
Florida
$963K -$92.2K -440 -9%
MPCG
905
Matrix Private Capital Group
New York
$963K – – –
AEPWM
906
Atlantic Edge Private Wealth Management
Florida
$962K – – –
YCM
907
Yousif Capital Management
Michigan
$960K +$942K +4,493 New
MAWA
908
Moss Adams Wealth Advisors
Washington
$960K – – –
BEI
909
Benjamin Edwards Inc
Missouri
$958K +$675K +3,223 +249%
CWM
910
Connecticut Wealth Management
Connecticut
$957K -$50.3K -240 -5%
MA
911
MKT Advisors
California
$956K – – –
SCM
912
SB Capital Management
California
$953K +$942K +4,494 New
MSWM
913
McGlone Suttner Wealth Management
Wisconsin
$948K – – –
SPAS
914
Spectrum Planning & Advisory Services
California
$945K +$19.1K +91 +2%
NEWAS
915
N.E.W. Advisory Services
Wisconsin
$941K – – –
BP
916
Ballentine Partners
Massachusetts
$938K -$209K -996 -18%
FFS
917
Founders Financial Securities
Maryland
$936K +$297K +1,417 +47%
MA
918
MBA Advisors
Pennsylvania
$932K +$19.1K +91 +2%
CIA
919
Cape Investment Advisory
Georgia
$926K +$380K +1,814 +71%
SCI
920
S&CO Inc
Massachusetts
$922K – – –
AL
921
Aspiriant LLC
California
$918K +$21.6K +103 +2%
QCM
922
QRG Capital Management
Illinois
$913K +$437K +2,085 +94%
LWM
923
LongView Wealth Management
Georgia
$912K +$489K +2,334 +125%
CFG
924
Cooper Financial Group
California
$911K -$59.3K -283 -6%
SAM
925
Summit Asset Management
Tennessee
$910K -$28.1K -134 -3%
35 36
37
38 39