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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
976
TCV Trust & Wealth Management
Virginia
$517K – – –
CBA
977
Coastal Bridge Advisors
Connecticut
$515K +$523K +2,704 New
NA
978
Nordwand Advisors
Pennsylvania
$515K – – –
CFA
979
CWS Financial Advisors
Michigan
$514K +$8.13K +42 +2%
CPSAC
980
Chas P. Smith & Associates (CPS)
Florida
$513K +$81.5K +421 +19%
PWMAG
981
Pinnacle Wealth Management Advisory Group
New Jersey
$513K -$213K -1,100 -29%
RSWA
982
Robinson Smith Wealth Advisors
Maine
$512K – – –
LAS
983
Lloyd Advisory Services
Georgia
$512K +$110K +571 +27%
CPIA
984
Cornell Pochily Investment Advisors
New York
$509K -$6.39K -33 -1%
IA
985
Insight Advisors
Pennsylvania
$507K -$194 -1 -0%
DI
986
Disciplined Investments
Oklahoma
$507K -$103K -531 -17%
AB
987
Atlas Brown
Kentucky
$505K -$23.4K -121 -4%
PWP
988
Prasad Wealth Partners
Ohio
$504K +$1.94K +10 +0.4%
FCH
989
Freestone Capital Holdings
Washington
$500K -$6.58K -34 -1%
CA
990
CGN Advisors
Kansas
$498K -$3.29K -17 -0.6%
IWN
991
Independent Wealth Network
Iowa
$498K -$8.71K -45 -2%
CIC
992
Chilton Investment Company
Connecticut
$496K -$61.1K -316 -11%
FAM
993
Frontier Asset Management
Wyoming
$496K -$102K -529 -17%
WF
994
Welch & Forbes
Massachusetts
$496K -$65.2K -337 -11%
BW
995
BIP Wealth
Georgia
$495K +$8.13K +42 +2%
GCA
996
Gradient Capital Advisors
California
$494K – – –
BO
997
Bank OZK
Arkansas
$493K +$34.4K +178 +7%
SYBT
998
Stock Yards Bank & Trust
Kentucky
$493K – – –
SSW
999
Stone Summit Wealth
Florida
$487K – – –
IRAG
1000
Investment Research & Advisory Group
Georgia
$485K – – –
38 39
40
41 42