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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
926
Stage Harbor Financial
Massachusetts
$629K -$54.2K -280 -8%
CWMGP
927
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$627K -$3.1K -16 -0.5%
FPGK
928
Financial Partners Group (Kansas)
Kansas
$626K +$1.55K +8 +0.2%
PFG
929
Pinnacle Financial Group
Illinois
$621K – – –
S
930
SignatureFD
Georgia
$621K -$194 -1 -0%
SDAM
931
Shulman DeMeo Asset Management
New York
$616K +$1.16K +6 +0.2%
KFI
932
Key Financial Inc
Pennsylvania
$616K +$25.3K +131 +4%
ICMM
933
Integrated Capital Management (Michigan)
Michigan
$613K -$49.1K -254 -7%
RWM
934
Riverbend Wealth Management
South Carolina
$609K – – –
CTA
935
Camelot Technology Advisors
California
$608K +$2.13K +11 +0.3%
ACGA
936
Atlanta Consulting Group Advisors
Georgia
$604K – – –
FFS
937
Founders Financial Securities
Maryland
$602K +$62.7K +324 +11%
TWCA
938
Two West Capital Advisors
Kansas
$602K +$304K +1,569 +87%
SMA
939
Seven Mile Advisory
New Jersey
$601K – – –
AHC
940
Anderson Hoagland & Co
Missouri
$600K – – –
NRC
941
New Republic Capital
North Carolina
$598K +$83K +429 +16%
RFM
942
Royal Fund Management
Florida
$596K -$5.03K -26 -0.8%
FWMP
943
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$593K – – –
IWS
944
Integrity Wealth Solutions
Colorado
$588K -$15.5K -80 -3%
TLFA
945
True Link Financial Advisors
California
$587K +$596K +3,082 New
OPW
946
Oxler Private Wealth
New York
$584K +$1.74K +9 +0.3%
SXL
947
Summit X LLC
Missouri
$583K +$1.74K +9 +0.3%
EPW
948
Evergreen Private Wealth
Colorado
$578K -$19.9K -103 -3%
GAA
949
Guardian Asset Advisors
Pennsylvania
$576K +$29.8K +154 +5%
DCM
950
Donaldson Capital Management
Indiana
$573K +$581K +3,004 New
36 37
38
39 40