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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1376
Clune & Associates
Illinois
$273K +$217 +1 +0.1%
TPW
1377
TL Private Wealth
Texas
$273K +$3.68K +17 +1%
GBT
1378
Grove Bank & Trust
Florida
$272K – – –
CAM
1379
Clark Asset Management
New Hampshire
$272K -$10.4K -48 -4%
SFC
1380
SYM Financial Corp
Indiana
$272K – – –
SFG
1381
Sage Financial Group
Pennsylvania
$270K +$650 +3 +0.2%
MIA
1382
MMBG Investment Advisors
Florida
$269K – – –
RBC
1383
Romano Brothers & Co
Illinois
$269K -$16K -74 -5%
SFG
1384
Sather Financial Group
Texas
$268K -$13.9K -64 -5%
PS
1385
Planned Solutions
California
$268K – – –
AFP
1386
Alpha Financial Partners
Kentucky
$266K +$273K +1,262 New
SFM
1387
Signet Financial Management
New Jersey
$266K +$273K +1,260 New
VPA
1388
Vernal Point Advisors
California
$264K – – –
GCA
1389
Genesee Capital Advisors
New York
$264K +$1.08K +5 +0.4%
TFA
1390
TrustWell Financial Advisors
Florida
$264K – – –
HA
1391
Huntleigh Advisors
Missouri
$263K -$87.9K -406 -25%
PWM
1392
Paulson Wealth Management
Illinois
$262K – – –
CPC
1393
Consolidated Planning Corp
Georgia
$262K -$33.8K -156 -11%
HWMG
1394
Hurlow Wealth Management Group
Indiana
$262K – – –
FFA
1395
Founders Financial Alliance
North Carolina
$261K +$39K +180 +17%
GSIAS
1396
Garden State Investment Advisory Services
New Jersey
$261K +$20.4K +94 +8%
PFG
1397
Putney Financial Group
California
$261K – – –
BWP
1398
Balboa Wealth Partners
Arizona
$261K +$8.66K +40 +3%
CL
1399
CIM LLC
New York
$260K +$866 +4 +0.3%
MPW
1400
Magnolia Private Wealth
Pennsylvania
$260K +$267K +1,231 New
54 55
56
57 58