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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
S
926
SignatureFD
Georgia
$621K -$194 -1 -0%
SDAM
927
Shulman DeMeo Asset Management
New York
$616K +$1.16K +6 +0.2%
KFI
928
Key Financial Inc
Pennsylvania
$616K +$25.3K +131 +4%
ICMM
929
Integrated Capital Management (Michigan)
Michigan
$613K -$49.1K -254 -7%
RWM
930
Riverbend Wealth Management
South Carolina
$609K – – –
CTA
931
Camelot Technology Advisors
California
$608K +$2.13K +11 +0.3%
ACGA
932
Atlanta Consulting Group Advisors
Georgia
$604K – – –
FFS
933
Founders Financial Securities
Maryland
$602K +$62.7K +324 +11%
TWCA
934
Two West Capital Advisors
Kansas
$602K +$304K +1,569 +87%
SMA
935
Seven Mile Advisory
New Jersey
$601K – – –
AHC
936
Anderson Hoagland & Co
Missouri
$600K – – –
NRC
937
New Republic Capital
North Carolina
$598K +$83K +429 +16%
RFM
938
Royal Fund Management
Florida
$596K -$5.03K -26 -0.8%
FWMP
939
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$593K – – –
IWS
940
Integrity Wealth Solutions
Colorado
$588K -$15.5K -80 -3%
TLFA
941
True Link Financial Advisors
California
$587K +$596K +3,082 New
OPW
942
Oxler Private Wealth
New York
$584K +$1.74K +9 +0.3%
SXL
943
Summit X LLC
Missouri
$583K +$1.74K +9 +0.3%
EPW
944
Evergreen Private Wealth
Colorado
$578K -$19.9K -103 -3%
GAA
945
Guardian Asset Advisors
Pennsylvania
$576K +$29.8K +154 +5%
DCM
946
Donaldson Capital Management
Indiana
$573K +$581K +3,004 New
ATC
947
Argent Trust Co
Tennessee
$571K +$49.1K +254 +9%
CPA
948
Cardiff Park Advisors
California
$567K – – –
MSAM
949
Moloney Securities Asset Management
Missouri
$565K -$6.09M -31,480 -91%
MC
950
Middleton & Co
Massachusetts
$563K +$194K +1,005 +52%
36 37
38
39 40