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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
976
Community Bank
New York
$783K – – –
LKWM
977
Lee-Kelleher Wealth Management
Maryland
$773K – – –
FFG
978
Fortress Financial Group
Minnesota
$773K – – –
ACA
979
Arsenal Capital Advisors
Pennsylvania
$773K +$764K +3,646 New
CCA
980
Clarity Capital Advisors
Florida
$772K – – –
CFO
981
CVA Family Office
Colorado
$769K – – –
AUB
982
Atlantic Union Bankshares
Virginia
$763K -$15.7K -75 -2%
AWM
983
Aprio Wealth Management
Georgia
$762K -$17.8K -85 -2%
CNB
984
Camden National Bank
Maine
$756K – – –
AHC
985
Anderson Hoagland & Co
Missouri
$756K – – –
GWA
986
Geometric Wealth Advisors
District of Columbia
$756K – – –
NRC
987
New Republic Capital
North Carolina
$755K +$323K +1,539 +76%
PW
988
PUREfi Wealth
Massachusetts
$753K +$201K +959 +37%
BWM
989
BAM Wealth Management
Colorado
$752K +$152K +723 +26%
CIS
990
Custom Index Systems
New York
$750K -$1.25M -5,964 -63%
IP
991
Indivisible Partners
Florida
$750K +$741K +3,537 New
FLPIM
992
F.L. Putnam Investment Management
Massachusetts
$749K +$175K +836 +31%
KWM
993
KRM Wealth Management
Nevada
$738K +$729K +3,480 New
HA
994
Helium Advisors
Washington
$738K -$303K -1,445 -29%
MFA
995
Millington Financial Advisors
Illinois
$738K +$272K +1,296 +64%
GSEP
996
Golden State Equity Partners
California
$737K +$31.2K +149 +4%
VWA
997
VERITY Wealth Advisors
United States
$732K +$723K +3,452 New
SF
998
Seros Financial
Arizona
$731K -$10.5K -50 -1%
NG
999
Norden Group
Utah
$728K – – –
JGIA
1000
Jackson Grant Investment Advisers
Connecticut
$727K -$7.96K -38 -1%
38 39
40
41 42