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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1051
Goelzer Investment Management
Indiana
$644K +$322K +1,487 +95%
PW
1052
PUREfi Wealth
Massachusetts
$643K -$110K -509 -14%
GAA
1053
Guardian Asset Advisors
Pennsylvania
$638K +$2.38K +11 +0.4%
MAS
1054
Meeder Advisory Services
Ohio
$637K +$105K +484 +19%
AB
1055
Atlas Brown
Kentucky
$634K +$43.1K +199 +7%
ICMM
1056
Integrated Capital Management (Michigan)
Michigan
$634K +$2.6K +12 +0.4%
ITG
1057
Index Technologies Group
New York
$629K +$14.9K +69 +2%
CPA
1058
Cardiff Park Advisors
California
$628K – – –
MA
1059
Mosaic Advisors
Texas
$627K +$616K +2,844 New
OPW
1060
Oxler Private Wealth
New York
$624K +$1.73K +8 +0.3%
DI
1061
Disciplined Investments
Oklahoma
$624K – – –
KWS
1062
Keystone Wealth Services
California
$620K +$161K +743 +34%
CB
1063
Community Bank
New York
$620K -$165K -760 -21%
KP
1064
Keel Point
Alabama
$618K +$8.45K +39 +1%
TC
1065
Town Capital
Maryland
$613K -$2.04M -9,433 -76%
VAG
1066
VisionPoint Advisory Group
Texas
$603K +$619K +2,858 New
FBB
1067
Fulton Breakefield Broenniman
Maryland
$602K +$37K +171 +6%
GWM
1068
GDS Wealth Management
Texas
$601K +$23.6K +109 +4%
WAM
1069
WNY Asset Management
New York
$601K +$616K +2,844 New
HIS
1070
Harvest Investment Services
Illinois
$599K -$49.4K -228 -7%
MWP
1071
Madison Wealth Partners
Wisconsin
$597K -$1.95K -9 -0.3%
IWN
1072
Independent Wealth Network
Iowa
$597K -$67.3K -311 -10%
KA
1073
Klingman & Associates
New York
$594K +$169K +780 +38%
SWM
1074
Stockman Wealth Management
Montana
$591K – – –
CFG
1075
Compass Financial Group
Ohio
$587K -$241K -1,115 -29%
41 42
43
44 45