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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1026
ARQ Wealth Advisors
Arizona
$680K -$18K -86 -3%
EIA
1027
Edgemoor Investment Advisors
Maryland
$677K – – –
ESB
1028
Essex Savings Bank
Connecticut
$677K – – –
AF
1029
ASL Financial
California
$673K +$665K +3,172 New
SEM
1030
Strategic Equity Management
Arizona
$672K +$89.9K +429 +16%
QWM
1031
Quadcap Wealth Management
Texas
$672K -$838 -4 -0.1%
ACGA
1032
Atlanta Consulting Group Advisors
Georgia
$672K – – –
EPW
1033
Evergreen Private Wealth
Colorado
$672K +$11.9K +57 +2%
CIC
1034
Chilton Investment Company
Connecticut
$671K – – –
GAG
1035
GM Advisory Group
New York
$669K +$239K +1,142 +57%
IWN
1036
Independent Wealth Network
Iowa
$665K +$49.3K +235 +8%
FWMP
1037
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$660K – – –
CTA
1038
Camelot Technology Advisors
California
$658K +$2.72K +13 +0.4%
TW
1039
Tempo Wealth
Ohio
$657K +$649K +3,098 New
HIS
1040
Harvest Investment Services
Illinois
$649K +$203K +971 +46%
FWM
1041
FLP Wealth Management
Arkansas
$647K +$248K +1,184 +63%
RFM
1042
Royal Fund Management
Florida
$645K +$637K +3,041 New
S
1043
SignatureFD
Georgia
$645K +$199K +950 +45%
CPIA
1044
Cornell Pochily Investment Advisors
New York
$641K – – –
AAS
1045
Ameritas Advisory Services
Nebraska
$640K -$1.64M -7,808 -72%
LFG
1046
Lockerman Financial Group
California
$639K +$271K +1,295 +75%
GAA
1047
Guardian Asset Advisors
Pennsylvania
$638K – – –
SPWG
1048
Syntegra Private Wealth Group
Missouri
$635K +$157K +750 +33%
ICMM
1049
Integrated Capital Management (Michigan)
Michigan
$634K +$2.93K +14 +0.5%
CPA
1050
Cardiff Park Advisors
California
$630K – – –
40 41
42
43 44