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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
226
Liberty Wealth Management
California
$10.2M +$64.6M +354,613 +618%
AIA
227
Alternative Investment Advisors
Florida
$10.1M +$63.7K +350 +0.6%
PA
228
Parallel Advisors
California
$10M +$1.06M +5,847 +12%
CAM
229
Cresset Asset Management
Illinois
$9.96M -$421K -2,309 -4%
DA
230
Detalus Advisors
Missouri
$9.89M -$744K -4,085 -7%
FEG
231
Financial Enhancement Group
Indiana
$9.86M +$19.3K +106 +0.2%
PWA
232
Physician Wealth Advisors
Utah
$9.86M +$594K +3,260 +7%
AIM
233
Acropolis Investment Management
Missouri
$9.8M +$70.3K +386 +0.7%
IW
234
Instrumental Wealth
Florida
$9.8M +$649K +3,564 +7%
SPIA
235
Steward Partners Investment Advisory
New York
$9.78M +$309K +1,695 +3%
AT
236
Arlington Trust
Alabama
$9.77M +$81.8K +449 +0.8%
FHA
237
First Horizon Advisors
Tennessee
$9.77M +$1.39M +7,634 +17%
AMG
238
Asset Management Group
Connecticut
$9.69M +$42.8K +235 +0.4%
KFSC
239
Keystone Financial Services (Colorado)
Colorado
$9.65M +$340K +1,867 +4%
BOS
240
Bank of Stockton
California
$9.58M -$1.41M -7,740 -13%
MMRF
241
Michelson Medical Research Foundation
California
$9.45M – – –
SFS
242
Security Financial Services
Indiana
$9.39M +$494K +2,715 +6%
IC
243
IEQ Capital
California
$9.36M +$79.2K +435 +0.9%
OWA
244
One Wealth Advisors
California
$9.31M +$522K +2,867 +6%
ASN
245
Advisory Services Network
Georgia
$9.31M +$2.8M +15,347 +43%
EA
246
Efficient Advisors
Ohio
$9.25M -$1.85M -10,173 -17%
LIA
247
LBMC Investment Advisors
Tennessee
$9.21M -$832K -4,566 -8%
CAL
248
Capital Analysts LLC
Pennsylvania
$9.18M +$1.04M +5,725 +13%
CFGS
249
Concourse Financial Group Securities
Alabama
$9.06M -$37K -203 -0.4%
PFPT
250
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.82M -$499K -2,742 -5%
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