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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1151
Sequent Planning
Nebraska
$516K +$37.8K +169 +8%
TVAMP
1152
Tennessee Valley Asset Management Partners
Tennessee
$514K -$33.7K -151 -6%
PWMAG
1153
Pinnacle Wealth Management Advisory Group
New Jersey
$513K -$5.58K -25 -1%
KHC
1154
Koesten Hirschmann & Crabtree
Kansas
$512K – – –
APW
1155
Aurora Private Wealth
New Jersey
$512K +$1.56K +7 +0.3%
EWM
1156
Elevation Wealth Management
Minnesota
$510K -$70.8K -317 -12%
LOWM
1157
Laurel Oak Wealth Management
New Jersey
$508K – – –
RMCM
1158
Reynders McVeigh Capital Management
Massachusetts
$507K – – –
ASG
1159
Advisory Solutions Group
Minnesota
$506K +$498K +2,230 New
CIAS
1160
Capital Investment Advisory Services
North Carolina
$502K +$112K +500 +29%
GT
1161
GreatBanc Trust
Illinois
$500K -$5.58K -25 -1%
MA
1162
MW Advisory
Georgia
$500K +$491K +2,200 New
IA
1163
Insight Advisors
Pennsylvania
$499K -$202K -903 -29%
MFP
1164
Meramec Financial Planners
Missouri
$498K +$447 +2 +0.1%
MWM
1165
Mosley Wealth Management
California
$497K -$4.26M -19,063 -90%
BB
1166
Busey Bank
Illinois
$495K -$4.91K -22 -1%
CBA
1167
Coastal Bridge Advisors
Connecticut
$495K -$54.9K -246 -10%
PWP
1168
Parkwoods Wealth Partners
New York
$492K +$484K +2,165 New
GFG
1169
Genesis Financial Group
New Jersey
$490K +$2.23K +10 +0.5%
LW
1170
Linscomb Wealth
Texas
$489K -$239K -1,068 -33%
VWA
1171
Visionary Wealth Advisors
Illinois
$487K -$9.38K -42 -2%
EW
1172
Element Wealth
Mississippi
$487K +$670 +3 +0.1%
CNBT
1173
Canandaigua National Bank & Trust
New York
$486K +$478K +2,142 New
SYBT
1174
Stock Yards Bank & Trust
Kentucky
$486K -$80.9K -362 -14%
CB
1175
Community Bank
New York
$486K -$177K -793 -27%
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