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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMI
951
Aegis Wealth Management (Iowa)
Iowa
$819K -$159K -733 -16%
MPIA
952
Milestones Private Investment Advisors
New York
$818K -$26K -120 -3%
DCM
953
Dimension Capital Management
Florida
$818K – – –
HAG
954
HighPoint Advisor Group
Illinois
$814K -$34.2K -158 -4%
BF
955
Blankinship & Foster
California
$807K – – –
OCWP
956
Owl Creek Wealth Partners
Colorado
$805K +$825K +3,812 New
ACM
957
Advisors Capital Management
New Jersey
$801K -$259K -1,197 -24%
JFG
958
JMG Financial Group
Illinois
$799K – – –
CFP
959
Catalyst Financial Partners
Massachusetts
$798K -$25.8K -119 -3%
AWM
960
Activest Wealth Management
Florida
$796K – – –
LKWM
961
Lee-Kelleher Wealth Management
Maryland
$793K +$23.2K +107 +3%
HNWA
962
Henrickson Nauta Wealth Advisors
Michigan
$791K -$825K -3,810 -50%
BHIA
963
Birch Hill Investment Advisors
Massachusetts
$791K +$5.41K +25 +0.7%
WPW
964
Watershed Private Wealth
Illinois
$790K -$32.7K -151 -4%
WCP
965
Wick Capital Partners
Pennsylvania
$787K -$19.9K -92 -2%
AWM
966
Aprio Wealth Management
Georgia
$786K +$27.7K +128 +4%
NB
967
NBT Bank
New York
$785K -$30.5K -141 -4%
FWI
968
Facet Wealth Inc
Maryland
$785K -$167K -770 -17%
CTFG
969
Capstone Triton Financial Group
Oklahoma
$783K +$401K +1,854 +101%
S
970
SignatureFD
Georgia
$779K +$140K +647 +21%
BWM
971
BAM Wealth Management
Colorado
$778K +$30.3K +140 +4%
FT
972
Fiduciary Trust
Massachusetts
$772K -$116K -536 -13%
ACA
973
Arsenal Capital Advisors
Pennsylvania
$770K – – –
FFG
974
Fortress Financial Group
Minnesota
$770K – – –
CCA
975
Clarity Capital Advisors
Florida
$768K – – –
37 38
39
40 41