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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1226
Marex Group
$431K +$166K +743 +64%
LP
1227
LGL Partners
Pennsylvania
$430K +$1.56K +7 +0.4%
AFA
1228
AA Financial Advisors
Ohio
$430K -$80.2K -359 -16%
LFG
1229
Larson Financial Group
Missouri
$429K -$27.9K -125 -6%
LWM
1230
Level Wealth Management
North Carolina
$429K -$9.16K -41 -2%
MA
1231
MONECO Advisors
Connecticut
$427K -$11.8K -53 -3%
FB
1232
Fulton Bank
Pennsylvania
$424K -$14.1K -63 -3%
CTFG
1233
Capstone Triton Financial Group
Oklahoma
$422K -$411K -1,838 -50%
TCOV
1234
Trust Company of Vermont
Vermont
$422K +$415K +1,860 New
WCG
1235
Weaver Consulting Group
California
$421K – – –
GD
1236
Grandfield & Dodd
New York
$420K – – –
SWP
1237
ShoreHaven Wealth Partners
New Jersey
$419K -$11.2K -50 -3%
SIM
1238
Stratos Investment Management
Ohio
$418K +$29K +130 +8%
OBWG
1239
Onyx Bridge Wealth Group
New York
$418K – – –
USB
1240
Union Savings Bank
Connecticut
$417K – – –
HC
1241
Hara Capital
Washington
$417K -$112K -500 -21%
AAS
1242
Annex Advisory Services
Wisconsin
$414K – – –
EFT
1243
Envision Financial Transparency
North Carolina
$411K +$482K +2,158 New
MLL
1244
Moody Lynn & Lieberson
Massachusetts
$411K -$22.8K -102 -5%
NS
1245
NBC Securities
Alabama
$410K -$893 -4 -0.2%
WIC
1246
Woodmont Investment Counsel
Tennessee
$410K – – –
IPW
1247
Impact Partnership Wealth
Georgia
$409K -$143K -639 -26%
PWA
1248
Prairie Wealth Advisors
Nebraska
$409K – – –
UW
1249
Unique Wealth
Florida
$407K +$3.35K +15 +0.8%
EW
1250
Enzi Wealth
Texas
$406K -$52.7K -236 -12%
48 49
50
51 52