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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NPFS
951
Novak & Powell Financial Services
Florida
$858K +$55.4K +248 +7%
PPC
952
Park Place Capital
Alabama
$858K -$223K -1,000 -21%
AWM
953
Aprio Wealth Management
Georgia
$856K +$11.4K +51 +1%
EWM
954
Empirical Wealth Management
Washington
$855K -$135K -605 -14%
LKWM
955
Lee-Kelleher Wealth Management
Maryland
$852K – – –
AUB
956
Atlantic Union Bankshares
Virginia
$852K +$46.7K +209 +6%
TW
957
Tempo Wealth
Ohio
$852K +$69.7K +312 +9%
DAS
958
Daybright Advisory Services
Florida
$850K -$2.38M -10,657 -74%
VA
959
Vident Advisory
Georgia
$850K +$45.1K +202 +6%
GFA
960
Gallagher Fiduciary Advisors
Illinois
$847K -$193K -866 -19%
LWM
961
LongView Wealth Management
Georgia
$843K -$104K -466 -11%
FA
962
Fedenia Advisers
Wisconsin
$841K -$238K -1,067 -22%
MC
963
Middleton & Co
Massachusetts
$841K +$45.8K +205 +6%
AWM
964
Angeles Wealth Management
California
$838K +$335K +1,500 +68%
S
965
SignatureFD
Georgia
$837K – – –
WCP
966
Wick Capital Partners
Pennsylvania
$835K -$11.2K -50 -1%
IP
967
Indivisible Partners
Florida
$834K +$30.2K +135 +4%
HNWA
968
Henrickson Nauta Wealth Advisors
Michigan
$833K -$17.9K -80 -2%
NB
969
NBT Bank
New York
$832K -$12.7K -57 -2%
CFP
970
Catalyst Financial Partners
Massachusetts
$831K -$27K -121 -3%
ACA
971
Arsenal Capital Advisors
Pennsylvania
$828K – – –
FFG
972
Fortress Financial Group
Minnesota
$828K – – –
CIS
973
Custom Index Systems
New York
$828K +$4.24K +19 +0.5%
CCA
974
Clarity Capital Advisors
Florida
$826K – – –
EB
975
Eastern Bank
Massachusetts
$825K -$102K -455 -11%
37 38
39
40 41