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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
976
GGM Wealth Advisors
Maryland
$567K – – –
RWM
977
Ritholtz Wealth Management
New York
$563K -$32.7K -165 -5%
WF
978
Welch & Forbes
Massachusetts
$561K +$66.8K +337 +13%
GFA
979
Gallagher Fiduciary Advisors
Illinois
$560K +$32.3K +163 +6%
QC
980
Quent Capital
New York
$559K – – –
AF
981
Amara Financial
California
$559K +$3.17K +16 +0.5%
PL
982
Plancorp LLC
Missouri
$559K -$992 -5 -0.2%
CIC
983
Chilton Investment Company
Connecticut
$557K – – –
TWP
984
Tempus Wealth Planning
California
$557K +$135K +683 +31%
GAA
985
Guardian Asset Advisors
Pennsylvania
$547K – – –
WAM
986
WNY Asset Management
New York
$545K – – –
NL
987
Navalign LLC
California
$545K -$21.4K -108 -4%
LSA
988
Lion Street Advisors
Texas
$544K +$88.1K +444 +18%
SWM
989
Stockman Wealth Management
Montana
$543K +$8.93K +45 +2%
OC
990
Oarsman Capital
Wisconsin
$542K -$38.1K -192 -6%
BCA
991
Ballentine Capital Advisors
South Carolina
$541K -$14.7K -74 -3%
CC
992
Chicago Capital
Illinois
$541K – – –
SSB
993
Sandy Spring Bank
Maryland
$539K -$4.36K -22 -0.8%
AB
994
Atlas Brown
Kentucky
$529K -$32.3K -163 -6%
CA
995
Claro Advisors
Massachusetts
$526K -$44.4K -224 -8%
ATC
996
Argent Trust Co
Tennessee
$523K -$16.1K -81 -3%
CL
997
CIM LLC
New York
$522K -$28.8K -145 -5%
DFC
998
DBK Financial Counsel
Ohio
$520K – – –
TTWM
999
TCV Trust & Wealth Management
Virginia
$518K – – –
WWM
1000
Waterway Wealth Management
Texas
$517K +$179K +900 +50%
38 39
40
41 42