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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1076
LGL Partners
Pennsylvania
$363K +$2.09K +11 +0.6%
OBWG
1077
Onyx Bridge Wealth Group
New York
$363K +$190 +1 +0.1%
XF
1078
XML Financial
Maryland
$362K +$760 +4 +0.2%
ONST
1079
Old North State Trust
North Carolina
$362K – – –
BBWP
1080
Beacon Bridge Wealth Partners
Pennsylvania
$361K +$190 +1 +0.1%
WW
1081
Westshore Wealth
California
$360K +$1.9K +10 +0.6%
GWMR
1082
GC Wealth Management RIA
Massachusetts
$360K – – –
EWM
1083
Evermay Wealth Management
Virginia
$358K +$14.6K +77 +4%
WWM
1084
Waterway Wealth Management
Texas
$357K +$2.09K +11 +0.6%
AFG
1085
Atomi Financial Group
New York
$356K -$17.7K -93 -5%
QCM
1086
QRG Capital Management
Illinois
$355K +$342K +1,801 New
MC
1087
Middleton & Co
Massachusetts
$355K +$9.5K +50 +3%
STCOSD
1088
Sageworth Trust Company of South Dakota
South Dakota
$354K – – –
TAM
1089
TCP Asset Management
Ohio
$354K +$341K +1,796 New
NOI
1090
Newton One Investments
Delaware
$352K +$1.9K +10 +0.6%
WIC
1091
Woodmont Investment Counsel
Tennessee
$352K – – –
RSA
1092
River Street Advisors
Illinois
$350K – – –
BCP
1093
Blue Chip Partners
Michigan
$350K -$23.6K -124 -7%
WFS
1094
WealthGarden F.S.
California
$349K +$38K +200 +13%
GWM
1095
GDS Wealth Management
Texas
$348K +$10.6K +56 +3%
GKWIM
1096
Gerber Kawasaki Wealth & Investment Management
California
$348K +$17.1K +90 +5%
MA
1097
MONECO Advisors
Connecticut
$347K – – –
PIFP
1098
Partners in Financial Planning
Virginia
$344K -$4.18K -22 -1%
UW
1099
Unique Wealth
Florida
$344K +$331K +1,743 New
CFAM
1100
Center For Asset Management
Florida
$342K -$72.2K -380 -18%
42 43
44
45 46