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iShares S&P 500 Value ETF
IVE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
FLA
101
Financial Life Advisors
Texas
USD 37 M -USD 892 k -3,992 -2%
McKinley Carter Wealth Services
102
McKinley Carter Wealth Services
West Virginia
USD 36.9 M +USD 507 k +2,270 +1%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
USD 36.9 M -USD 3.02 M -13,542 -7%
Global Retirement Partners
104
Global Retirement Partners
California
USD 36.8 M +USD 36.2 M +161,930 Nuevas
PIA
105
Powell Investment Advisors
Florida
USD 36.1 M +USD 179 k +800 +0.5%
Sharkey, Howes & Javer
106
Sharkey, Howes & Javer
Colorado
USD 36 M -USD 6.53 M -29,248 -16%
Stone House Investment Management
107
Stone House Investment Management
Pennsylvania
USD 35.8 M -USD 4.34 M -19,429 -11%
Corient Private Wealth
108
Corient Private Wealth
Florida
USD 35.2 M +USD 6.56 M +29,376 +23%
Greenleaf Trust
109
Greenleaf Trust
Michigan
USD 35.1 M -USD 334 k -1,496 -1%
Vise Technologies
110
Vise Technologies
New York
USD 34.6 M +USD 26.1 M +117,058 +329%
Berkshire Money Management
111
Berkshire Money Management
Massachusetts
USD 34.4 M +USD 103 k +463 +0.3%
IFP Advisors
112
IFP Advisors
Florida
USD 33.8 M -USD 894 k -4,004 -3%
Condor Capital Management
113
Condor Capital Management
New Jersey
USD 33.7 M -USD 289 k -1,295 -0.9%
Farther Finance Advisors
114
Farther Finance Advisors
California
USD 33.1 M -USD 2.71 M -12,139 -8%
TD Waterhouse Canada
115
TD Waterhouse Canada
Ontario, Canada
USD 32.5 M +USD 1.52 M +6,796 +5%
EL
116
EWA LLC
Pennsylvania
USD 32.2 M -USD 3.09 M -13,840 -9%
Citigroup
117
Citigroup
New York
USD 32.1 M +USD 5.7 M +25,514 +22%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
USD 31 M +USD 1.36 M +6,074 +5%
Brinker Capital Investments
119
Brinker Capital Investments
Pennsylvania
USD 30.9 M -USD 4.38 M -19,595 -13%
Brookstone Capital Management
120
Brookstone Capital Management
Illinois
USD 30.7 M -USD 1.02 M -4,569 -3%
TCM
121
Thoma Capital Management
Maryland
USD 30.1 M +USD 2.6 M +11,658 +10%
DSA
122
Droms Strauss Advisors
Missouri
USD 30.1 M +USD 584 k +2,614 +2%
KWMG LLC
123
KWMG LLC
Kansas
USD 30 M +USD 1.9 M +8,489 +7%
Horst & Graben Wealth Management
124
Horst & Graben Wealth Management
Oregon
USD 30 M -USD 5.24 M -23,451 -15%
SteelPeak Wealth
125
SteelPeak Wealth
California
USD 29.9 M -USD 7.64 M -34,202 -21%
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