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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
226
Holland Advisory Services
Florida
$6.84M -$468K -3,042 -6%
BCWM
227
Bartlett & Co Wealth Management
Ohio
$6.81M +$229K +1,486 +4%
BC
228
Bartlett & Co
Ohio
$6.8M +$229K +1,486 +4%
AF
229
Advisornet Financial
Minnesota
$6.79M +$529K +3,437 +9%
SWM
230
Soundmark Wealth Management
Washington
$6.76M +$1.69K +11 +0%
CI
231
CX Institutional
Indiana
$6.72M +$1.07M +6,952 +19%
5L
232
55I LLC
Massachusetts
$6.69M -$3.04M -19,738 -31%
PFG
233
Pacific Financial Group
Washington
$6.65M +$624K +4,052 +10%
WIM
234
Warwick Investment Management
Texas
$6.63M +$70.9K +461 +1%
UAS
235
United Asset Strategies
New York
$6.62M +$84.2K +547 +1%
EWA
236
Exencial Wealth Advisors
Oklahoma
$6.6M -$7.39K -48 -0.1%
ASW
237
Astoria Strategic Wealth
Texas
$6.58M +$209K +1,355 +3%
CWM
238
Cranbrook Wealth Management
Michigan
$6.52M -$38.5K -250 -0.6%
AC
239
Anson Capital
Georgia
$6.41M -$276K -1,794 -4%
RWM
240
RKL Wealth Management
Pennsylvania
$6.38M -$126K -820 -2%
SI
241
Stephens Inc
Arkansas
$6.37M -$1.66M -10,782 -21%
B
242
Bailard
California
$6.36M +$391K +2,544 +7%
IC
243
IEQ Capital
California
$6.35M +$5.5M +35,749 +707%
SWMP
244
Signature Wealth Management Partners
New Jersey
$6.29M +$5.39K +35 +0.1%
BSW
245
Buckingham Strategic Wealth
Missouri
$6.28M +$47.7K +310 +0.8%
SIA
246
Soltis Investment Advisors
Utah
$6.27M +$273K +1,776 +5%
FMWA
247
Forvis Mazars Wealth Advisors
Missouri
$6.16M +$2.49M +16,159 +69%
FMP
248
Financial Management Professionals
Texas
$6.14M +$34K +221 +0.6%
GLLW
249
Graves Light Lenhart Wealth
Virginia
$6.05M +$798K +5,188 +15%
MIAN
250
Mariner Independent Advisor Network
Kansas
$6.04M +$4.23M +27,478 +256%
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