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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
951
SVB Wealth
Massachusetts
$608K +$632K +3,187 New
CTA
952
Camelot Technology Advisors
California
$607K +$3.17K +16 +0.5%
ACGA
953
Atlanta Consulting Group Advisors
Georgia
$605K – – –
IWS
954
Integrity Wealth Solutions
Colorado
$604K +$6.94K +35 +1%
PWH
955
Priebe Wealth Holdings
Minnesota
$603K -$9.92K -50 -2%
RFM
956
Royal Fund Management
Florida
$602K -$631K -3,181 -50%
SMA
957
Seven Mile Advisory
New Jersey
$601K – – –
EPW
958
Evergreen Private Wealth
Colorado
$598K +$18K +91 +3%
FAM
959
Frontier Asset Management
Wyoming
$598K -$13.3K -67 -2%
KA
960
Klingman & Associates
New York
$597K – – –
FWMP
961
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$594K +$618K +3,114 New
RDFA
962
Ritter Daniher Financial Advisory
Ohio
$593K – – –
KFI
963
Key Financial Inc
Pennsylvania
$592K -$14.5K -73 -2%
VC
964
Veracity Capital
Georgia
$591K +$23K +116 +4%
FWM
965
Foguth Wealth Management
Michigan
$588K -$91K -459 -13%
TW
966
Towerpoint Wealth
California
$588K +$1.19K +6 +0.2%
LSIA
967
LaSalle St. Investment Advisors
Illinois
$587K +$366K +1,846 +150%
MOS
968
MGO One Seven
Ohio
$586K -$346K -1,743 -36%
IIA
969
IPG Investment Advisors
California
$585K -$4.96K -25 -0.8%
OPW
970
Oxler Private Wealth
New York
$583K +$2.38K +12 +0.4%
SXL
971
Summit X LLC
Missouri
$583K -$1.78K -9 -0.3%
SMA
972
Sage Mountain Advisors
Georgia
$570K +$170K +857 +40%
LSAG
973
Lake Street Advisors Group
New Hampshire
$570K – – –
FFS
974
Founders Financial Securities
Maryland
$568K -$2.38K -12 -0.4%
CPA
975
Cardiff Park Advisors
California
$567K – – –
37 38
39
40 41