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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
951
Park Place Capital
Alabama
$858K -$223K -1,000 -21%
AWM
952
Aprio Wealth Management
Georgia
$856K +$11.4K +51 +1%
EWM
953
Empirical Wealth Management
Washington
$855K -$135K -605 -14%
LKWM
954
Lee-Kelleher Wealth Management
Maryland
$852K – – –
AUB
955
Atlantic Union Bankshares
Virginia
$852K +$46.7K +209 +6%
TW
956
Tempo Wealth
Ohio
$852K +$69.7K +312 +9%
DAS
957
Daybright Advisory Services
Florida
$850K -$2.38M -10,657 -74%
VA
958
Vident Advisory
Georgia
$850K +$45.1K +202 +6%
GFA
959
Gallagher Fiduciary Advisors
Illinois
$847K -$193K -866 -19%
LWM
960
LongView Wealth Management
Georgia
$843K -$104K -466 -11%
FA
961
Fedenia Advisers
Wisconsin
$841K -$238K -1,067 -22%
MC
962
Middleton & Co
Massachusetts
$841K +$45.8K +205 +6%
AWM
963
Angeles Wealth Management
California
$838K +$335K +1,500 +68%
S
964
SignatureFD
Georgia
$837K – – –
WCP
965
Wick Capital Partners
Pennsylvania
$835K -$11.2K -50 -1%
IP
966
Indivisible Partners
Florida
$834K +$30.2K +135 +4%
HNWA
967
Henrickson Nauta Wealth Advisors
Michigan
$833K -$17.9K -80 -2%
NB
968
NBT Bank
New York
$832K -$12.7K -57 -2%
CFP
969
Catalyst Financial Partners
Massachusetts
$831K -$27K -121 -3%
ACA
970
Arsenal Capital Advisors
Pennsylvania
$828K – – –
FFG
971
Fortress Financial Group
Minnesota
$828K – – –
CIS
972
Custom Index Systems
New York
$828K +$4.24K +19 +0.5%
CCA
973
Clarity Capital Advisors
Florida
$826K – – –
EB
974
Eastern Bank
Massachusetts
$825K -$102K -455 -11%
CP
975
Castleview Partners
Texas
$824K +$811K +3,630 New
37 38
39
40 41