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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
951
Avantra Family Wealth
Pennsylvania
$616K +$640K +3,227 New
RWM
952
Riverbend Wealth Management
South Carolina
$610K +$634K +3,198 New
DI
953
Disciplined Investments
Oklahoma
$609K +$8.73K +44 +1%
SW
954
SVB Wealth
Massachusetts
$608K +$632K +3,187 New
CTA
955
Camelot Technology Advisors
California
$607K +$3.17K +16 +0.5%
ACGA
956
Atlanta Consulting Group Advisors
Georgia
$605K – – –
IWS
957
Integrity Wealth Solutions
Colorado
$604K +$6.94K +35 +1%
PWH
958
Priebe Wealth Holdings
Minnesota
$603K -$9.92K -50 -2%
RFM
959
Royal Fund Management
Florida
$602K -$631K -3,181 -50%
SMA
960
Seven Mile Advisory
New Jersey
$601K – – –
EPW
961
Evergreen Private Wealth
Colorado
$598K +$18K +91 +3%
FAM
962
Frontier Asset Management
Wyoming
$598K -$13.3K -67 -2%
KA
963
Klingman & Associates
New York
$597K – – –
FWMP
964
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$594K +$618K +3,114 New
RDFA
965
Ritter Daniher Financial Advisory
Ohio
$593K – – –
KFI
966
Key Financial Inc
Pennsylvania
$592K -$14.5K -73 -2%
VC
967
Veracity Capital
Georgia
$591K +$23K +116 +4%
FWM
968
Foguth Wealth Management
Michigan
$588K -$91K -459 -13%
TW
969
Towerpoint Wealth
California
$588K +$1.19K +6 +0.2%
LSIA
970
LaSalle St. Investment Advisors
Illinois
$587K +$366K +1,846 +150%
MOS
971
MGO One Seven
Ohio
$586K -$346K -1,743 -36%
IIA
972
IPG Investment Advisors
California
$585K -$4.96K -25 -0.8%
OPW
973
Oxler Private Wealth
New York
$583K +$2.38K +12 +0.4%
SXL
974
Summit X LLC
Missouri
$583K -$1.78K -9 -0.3%
SMA
975
Sage Mountain Advisors
Georgia
$570K +$170K +857 +40%
37 38
39
40 41