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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
926
Jackson Grant Investment Advisers
Connecticut
$716K +$2.81K +14 +0.4%
NG
927
Norden Group
Utah
$709K -$10.4K -52 -1%
FWI
928
Facet Wealth Inc
Maryland
$707K +$58.2K +290 +9%
MC
929
Middleton & Co
Massachusetts
$698K +$75.3K +375 +12%
CWM
930
C2C Wealth Management
Arizona
$697K – – –
FPGK
931
Financial Partners Group (Kansas)
Kansas
$697K +$2.01K +10 +0.3%
QFA
932
Quattro Financial Advisors
Texas
$694K +$95.6K +476 +16%
AIM
933
Advyzon Investment Management
Illinois
$693K +$368K +1,832 +120%
RWM
934
Riverbend Wealth Management
South Carolina
$689K +$19.3K +96 +3%
FCH
935
Freestone Capital Holdings
Washington
$688K +$184K +914 +38%
GSEP
936
Golden State Equity Partners
California
$687K – – –
EWM
937
EPG Wealth Management
Georgia
$687K +$2.61K +13 +0.4%
PMFA
938
Plante Moran Financial Advisors
Michigan
$682K -$44.4K -221 -6%
FEM
939
Fulcrum Equity Management
Texas
$681K +$68.7K +342 +12%
AWA
940
ARQ Wealth Advisors
Arizona
$680K +$76.9K +383 +13%
CWMGP
941
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$679K +$201 +1 +0%
LW
942
Linscomb Wealth
Texas
$675K -$25.5K -127 -4%
PFG
943
Pinnacle Financial Group
Illinois
$673K – – –
PVI
944
Pine Valley Investments
New Jersey
$671K +$1.61K +8 +0.2%
LAS
945
Lloyd Advisory Services
Georgia
$670K +$20.1K +100 +3%
SDAM
946
Shulman DeMeo Asset Management
New York
$668K +$803 +4 +0.1%
BIA
947
Benchmark Investment Advisors
Illinois
$667K +$649K +3,232 New
KFI
948
Key Financial Inc
Pennsylvania
$667K -$2.41K -12 -0.4%
IWS
949
Integrity Wealth Solutions
Colorado
$665K +$11.4K +57 +2%
PPWM
950
PFG Private Wealth Management
Florida
$665K +$647K +3,221 New
36 37
38
39 40