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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1026
Wealthstar Advisors
Texas
$494K +$513K +2,585 New
PGF
1027
Plan Group Financial
Oklahoma
$492K +$5.16K +26 +1%
T
1028
Transce3nd
Texas
$491K +$510K +2,571 New
CWS
1029
Confluence Wealth Services
Pennsylvania
$490K -$1.98K -10 -0.4%
SSW
1030
Stone Summit Wealth
Florida
$488K -$595 -3 -0.1%
BW
1031
BIP Wealth
Georgia
$488K +$104K +524 +26%
TCBWMS
1032
Texas Capital Bank Wealth Management Services
Texas
$488K -$75K -378 -13%
IRAG
1033
Investment Research & Advisory Group
Georgia
$486K – – –
EWM
1034
Executive Wealth Management
Michigan
$479K -$14.5K -73 -3%
CGFA
1035
Colton Groome Financial Advisors
North Carolina
$479K -$39.7K -200 -7%
GI
1036
GAMMA Investing
California
$479K – – –
VA
1037
Vident Advisory
Georgia
$478K +$91.6K +462 +23%
HNWAG
1038
High Net Worth Advisory Group
Florida
$477K – – –
4WM
1039
4J Wealth Management
Virginia
$470K – – –
LJAC
1040
L.J. Altfest & Co
New York
$470K +$1.39K +7 +0.3%
KFGK
1041
Keystone Financial Group (Kentucky)
Kentucky
$470K +$154K +775 New
SW
1042
SkyOak Wealth
Michigan
$469K – – –
EPA
1043
Element Pointe Advisors
Florida
$466K – – –
AWM
1044
Alterna Wealth Management
Texas
$464K +$13.7K +69 +3%
BB
1045
Busey Bank
Illinois
$463K -$119K -602 -20%
BO
1046
Bank OZK
Arkansas
$460K -$55.3K -279 -10%
OIS
1047
Okabena Investment Services
Minnesota
$458K – – –
CIC
1048
Carnegie Investment Counsel
Ohio
$457K +$4.76K +24 +1%
CNBT
1049
Canandaigua National Bank & Trust
New York
$456K -$3.37K -17 -0.7%
LA
1050
Lifeworks Advisors
Michigan
$456K +$11.9K +60 +3%
40 41
42
43 44