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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
226
BBJS Financial Advisors
Washington
$6.6M +$6.49M +45,472 New
LWP
227
LMG Wealth Partners
Louisiana
$6.59M +$6.16M +43,164 New
PA
228
Parallel Advisors
California
$6.58M +$1.04M +7,280 +19%
B
229
Bailard
California
$6.55M +$76.2K +534 +1%
BFS
230
Bradley Foster & Sargent
Connecticut
$6.51M -$92.2K -646 -1%
SWMP
231
Signature Wealth Management Partners
New Jersey
$6.48M +$382K +2,674 +6%
HWM
232
HB Wealth Management
Georgia
$6.38M -$94.5K -662 -1%
GI
233
Glovista Investments
New Jersey
$6.33M +$6.23M +43,617 New
ASFA
234
All Season Financial Advisors
Colorado
$6.31M +$2.57K +18 +0%
SWM
235
Soundmark Wealth Management
Washington
$6.3M +$4.57K +32 +0.1%
FPAS
236
Focus Partners Advisor Solutions
Missouri
$6.28M +$297K +2,078 +5%
PFA
237
Pure Financial Advisors
California
$6.26M -$387K -2,714 -6%
AIG
238
American International Group
New York
$6.2M -$3.11M -21,800 -34%
ASW
239
Astoria Strategic Wealth
Texas
$6.2M +$147K +1,033 +2%
PAS
240
Park Avenue Securities
New York
$6.2M +$460K +3,223 +8%
IC
241
IEQ Capital
California
$6.15M +$30K +210 +0.5%
FHC
242
First Heartland Consultants
Missouri
$6.11M +$1.56M +10,952 +35%
GWM
243
Geneos Wealth Management
Colorado
$6.08M +$23K +161 +0.4%
FMWA
244
Forvis Mazars Wealth Advisors
Missouri
$6.04M -$285K -1,993 -5%
EWA
245
Exencial Wealth Advisors
Oklahoma
$5.94M -$153K -1,073 -3%
FMP
246
Financial Management Professionals
Texas
$5.93M -$85.9K -602 -1%
COCM
247
Charter Oak Capital Management
New Hampshire
$5.9M +$861K +6,029 +17%
RWM
248
RKL Wealth Management
Pennsylvania
$5.86M +$61.8K +433 +1%
PFGIA
249
Patriot Financial Group Insurance Agency
Massachusetts
$5.81M +$117K +818 +2%
FTS
250
Fifth Third Securities
Ohio
$5.74M -$357K -2,499 -6%
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