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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
226
First Horizon Advisors
Tennessee
$11.7M +$1.04M +5,493 +10%
GWAM
227
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.4M -$533K -2,804 -5%
LWM
228
Liberty Wealth Management
California
$11.4M -$67.3M -354,294 -86%
SAF
229
Smith Anglin Financial
Texas
$11.1M -$30.7M -161,699 -74%
PWA
230
Physician Wealth Advisors
Utah
$11M +$630K +3,319 +6%
CAL
231
Capital Analysts LLC
Pennsylvania
$10.9M +$935K +4,922 +10%
PA
232
Parallel Advisors
California
$10.9M +$14.1K +74 +0.1%
IW
233
Instrumental Wealth
Florida
$10.8M +$312K +1,641 +3%
IC
234
IEQ Capital
California
$10.7M +$563K +2,963 +6%
SC
235
Sierra Capital
Florida
$10.7M -$807K -4,251 -7%
AT
236
Arlington Trust
Alabama
$10.6M +$53.9K +284 +0.5%
SPIA
237
Steward Partners Investment Advisory
New York
$10.5M -$59.6K -314 -0.6%
CFGS
238
Concourse Financial Group Securities
Alabama
$10.5M +$665K +3,500 +7%
SFS
239
Security Financial Services
Indiana
$10.4M +$226K +1,190 +2%
AIA
240
Alternative Investment Advisors
Florida
$10.4M -$517K -2,723 -5%
AIM
241
Acropolis Investment Management
Missouri
$10.4M -$206K -1,087 -2%
KFSC
242
Keystone Financial Services (Colorado)
Colorado
$10.4M -$64.2K -338 -0.6%
FCC
243
Florin Court Capital
United Kingdom
$10.4M +$2.79M +14,700 +39%
AMG
244
Asset Management Group
Connecticut
$10.4M -$138K -724 -1%
BOS
245
Bank of Stockton
California
$10.3M -$46.7K -246 -0.5%
MMRF
246
Michelson Medical Research Foundation
California
$10.2M – – –
DA
247
Detalus Advisors
Missouri
$10.2M -$496K -2,612 -5%
OWA
248
One Wealth Advisors
California
$10.1M +$183K +965 +2%
MA
249
Mutual Advisors
Nebraska
$10M -$886K -4,665 -8%
WWM
250
Western Wealth Management
Colorado
$10M +$516K +2,717 +6%
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