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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
926
Edgemoor Investment Advisors
Maryland
$663K – – –
ATC
927
Argent Trust Co
Tennessee
$661K +$71.7K +385 +13%
CWM
928
C2C Wealth Management
Arizona
$660K +$4.66K +25 +0.7%
FC
929
Forte Capital
New York
$659K – – –
FPGK
930
Financial Partners Group (Kansas)
Kansas
$657K +$14.9K +80 +2%
LA
931
Lynch & Associates
Indiana
$653K – – –
GSEP
932
Golden State Equity Partners
California
$650K -$13.8K -74 -2%
EWM
933
EPG Wealth Management
Georgia
$648K -$115K -618 -16%
FFS
934
Founders Financial Securities
Maryland
$645K +$745 +4 +0.1%
CWMGP
935
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$643K – – –
PFG
936
Pinnacle Financial Group
Illinois
$637K – – –
SXL
937
Summit X LLC
Missouri
$634K +$34.3K +184 +6%
PVI
938
Pine Valley Investments
New Jersey
$634K -$37.8K -203 -6%
RWM
939
Riverbend Wealth Management
South Carolina
$633K +$7.82K +42 +1%
KFI
940
Key Financial Inc
Pennsylvania
$632K – – –
SDAM
941
Shulman DeMeo Asset Management
New York
$631K -$745 -4 -0.1%
WFS
942
WealthGarden F.S.
California
$631K +$82.7K +444 +16%
ESB
943
Essex Savings Bank
Connecticut
$624K -$160K -861 -21%
DAS
944
Dynamic Advisor Solutions
Arizona
$619K -$36K -193 -6%
ACGA
945
Atlanta Consulting Group Advisors
Georgia
$619K – – –
IWS
946
Integrity Wealth Solutions
Colorado
$618K +$14.5K +78 +3%
FWI
947
Facet Wealth Inc
Maryland
$618K +$370K +1,986 +173%
SMA
948
Seven Mile Advisory
New Jersey
$616K – – –
LAS
949
Lloyd Advisory Services
Georgia
$615K +$85.3K +458 +17%
RFM
950
Royal Fund Management
Florida
$612K +$2.05K +11 +0.4%
36 37
38
39 40