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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
951
HighPoint Advisor Group
Illinois
$814K -$34.2K -158 -4%
BF
952
Blankinship & Foster
California
$807K – – –
OCWP
953
Owl Creek Wealth Partners
Colorado
$805K +$825K +3,812 New
ACM
954
Advisors Capital Management
New Jersey
$801K -$259K -1,197 -24%
JFG
955
JMG Financial Group
Illinois
$799K – – –
CFP
956
Catalyst Financial Partners
Massachusetts
$798K -$25.8K -119 -3%
AWM
957
Activest Wealth Management
Florida
$796K – – –
LKWM
958
Lee-Kelleher Wealth Management
Maryland
$793K +$23.2K +107 +3%
HNWA
959
Henrickson Nauta Wealth Advisors
Michigan
$791K -$825K -3,810 -50%
BHIA
960
Birch Hill Investment Advisors
Massachusetts
$791K +$5.41K +25 +0.7%
WPW
961
Watershed Private Wealth
Illinois
$790K -$32.7K -151 -4%
WCP
962
Wick Capital Partners
Pennsylvania
$787K -$19.9K -92 -2%
AWM
963
Aprio Wealth Management
Georgia
$786K +$27.7K +128 +4%
NB
964
NBT Bank
New York
$785K -$30.5K -141 -4%
FWI
965
Facet Wealth Inc
Maryland
$785K -$167K -770 -17%
CTFG
966
Capstone Triton Financial Group
Oklahoma
$783K +$401K +1,854 +101%
S
967
SignatureFD
Georgia
$779K +$140K +647 +21%
BWM
968
BAM Wealth Management
Colorado
$778K +$30.3K +140 +4%
FT
969
Fiduciary Trust
Massachusetts
$772K -$116K -536 -13%
ACA
970
Arsenal Capital Advisors
Pennsylvania
$770K – – –
FFG
971
Fortress Financial Group
Minnesota
$770K – – –
CCA
972
Clarity Capital Advisors
Florida
$768K – – –
CFO
973
CVA Family Office
Colorado
$766K – – –
CIS
974
Custom Index Systems
New York
$766K +$19.1K +88 +2%
LFG
975
Lockerman Financial Group
California
$763K +$130K +600 +20%
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39
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