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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1026
Confluence Wealth Services
Pennsylvania
$490K -$1.98K -10 -0.4%
SSW
1027
Stone Summit Wealth
Florida
$488K -$595 -3 -0.1%
BW
1028
BIP Wealth
Georgia
$488K +$104K +524 +26%
TCBWMS
1029
Texas Capital Bank Wealth Management Services
Texas
$488K -$75K -378 -13%
IRAG
1030
Investment Research & Advisory Group
Georgia
$486K – – –
EWM
1031
Executive Wealth Management
Michigan
$479K -$14.5K -73 -3%
CGFA
1032
Colton Groome Financial Advisors
North Carolina
$479K -$39.7K -200 -7%
GI
1033
GAMMA Investing
California
$479K – – –
VA
1034
Vident Advisory
Georgia
$478K +$91.6K +462 +23%
HNWAG
1035
High Net Worth Advisory Group
Florida
$477K – – –
4WM
1036
4J Wealth Management
Virginia
$470K – – –
LJAC
1037
L.J. Altfest & Co
New York
$470K +$1.39K +7 +0.3%
KFGK
1038
Keystone Financial Group (Kentucky)
Kentucky
$470K +$154K +775 New
SW
1039
SkyOak Wealth
Michigan
$469K – – –
EPA
1040
Element Pointe Advisors
Florida
$466K – – –
AWM
1041
Alterna Wealth Management
Texas
$464K +$13.7K +69 +3%
BB
1042
Busey Bank
Illinois
$463K -$119K -602 -20%
BO
1043
Bank OZK
Arkansas
$460K -$55.3K -279 -10%
OIS
1044
Okabena Investment Services
Minnesota
$458K – – –
CIC
1045
Carnegie Investment Counsel
Ohio
$457K +$4.76K +24 +1%
CNBT
1046
Canandaigua National Bank & Trust
New York
$456K -$3.37K -17 -0.7%
LA
1047
Lifeworks Advisors
Michigan
$456K +$11.9K +60 +3%
BZWA
1048
Blue Zone Wealth Advisors
California
$456K +$2.38K +12 +0.5%
VWA
1049
VSM Wealth Advisory
Maryland
$454K +$472K +2,378 New
MHC
1050
May Hill Capital
Massachusetts
$453K +$471K +2,375 New
40 41
42
43 44