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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
226
Associated Banc-Corp
Wisconsin
$10.8M +$204K +1,149 +2%
AIA
227
Alera Investment Advisors
Illinois
$10.8M -$2.87M -16,119 -22%
LWM
228
Liberty Wealth Management
California
$10.7M +$9.75M +54,864 +2,215%
KPWG
229
KFA Private Wealth Group
Virginia
$10.7M +$84.6K +476 +0.8%
CAM
230
Cresset Asset Management
Illinois
$10.7M +$836K +4,702 +9%
CFP
231
Catalyst Financial Partners
Massachusetts
$10.5M -$1.04M -5,860 -9%
SWMP
232
Signature Wealth Management Partners
New Jersey
$10.4M +$569K +3,201 +6%
LIA
233
LBMC Investment Advisors
Tennessee
$10.3M +$99.7K +561 +1%
BCI
234
Brinker Capital Investments
Pennsylvania
$10.3M +$8.85M +49,815 +934%
OPS
235
Orion Portfolio Solutions
Nebraska
$10.3M +$8.85M +49,815 +934%
AIA
236
Alternative Investment Advisors
Florida
$10.2M +$9.8M +55,150 New
TFGT
237
TS Financial Group (TSFG)
Illinois
$10M +$6.97M +39,197 +271%
AIM
238
Acropolis Investment Management
Missouri
$9.99M -$143K -805 -1%
AT
239
Arlington Trust
Alabama
$9.94M +$705K +3,964 +8%
PWM
240
Perigon Wealth Management
California
$9.93M +$9.07M +51,006 +2,369%
GPA
241
Guidance Point Advisors
Massachusetts
$9.92M +$38.4K +216 +0.4%
AMG
242
Asset Management Group
Connecticut
$9.9M -$88.2K -496 -0.9%
KPWS
243
Kestra Private Wealth Services
Texas
$9.74M +$3.45M +19,396 +59%
SPIA
244
Steward Partners Investment Advisory
New York
$9.72M +$5.76M +32,423 +165%
MMRF
245
Michelson Medical Research Foundation
California
$9.7M – – –
FFA
246
Farther Finance Advisors
California
$9.63M +$4.97M +27,947 +117%
PCA
247
Prosperity Capital Advisors
Ohio
$9.62M +$9.15M +51,478 New
KFSC
248
Keystone Financial Services (Colorado)
Colorado
$9.56M +$9.1M +51,177 New
PFPT
249
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.54M -$178K -1,004 -2%
IC
250
IEQ Capital
California
$9.52M +$45K +253 +0.5%
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