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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
226
WealthShield Partners
North Carolina
$12.4M +$1.53M +8,205 +15%
IW
227
Instrumental Wealth
Florida
$12.3M +$257K +1,377 +2%
WANY
228
Wealthspire Advisors (New York)
New York
$12.3M -$2.16M -11,610 -16%
UB
229
UMB Bank
Missouri
$12.2M -$673K -3,613 -5%
BPCE
230
Bank Pictet & Cie (Europe)
Germany
$12.2M – – –
AWM
231
Apollon Wealth Management
South Carolina
$12.2M +$780K +4,187 +7%
IC
232
IEQ Capital
California
$12M -$3.3M -17,738 -22%
GPA
233
Guidance Point Advisors
Massachusetts
$12M -$72.6K -390 -0.6%
SA
234
Sovran Advisors
California
$12M +$2.01M +10,767 +22%
MWM
235
McNaughton Wealth Management
California
$11.9M +$1.22M +6,560 +12%
CFG
236
Citizens Financial Group
Rhode Island
$11.6M -$411K -2,209 -4%
FFN
237
Focus Financial Network
Minnesota
$11.6M +$264K +1,415 +2%
FAIM
238
Financial Advocates Investment Management
Washington
$11.6M -$167K -896 -1%
CWS
239
Cypress Wealth Services
California
$11.5M -$522K -2,801 -5%
BOS
240
Bank of Stockton
California
$11.5M +$283K +1,519 +3%
PP
241
Prosperity Planning
Missouri
$11.4M -$251K -1,349 -2%
RWA
242
Resolute Wealth Advisor
Ohio
$11.4M +$10M +53,933 New
AWA
243
Arkadios Wealth Advisors
Georgia
$11.2M +$1.73M +9,306 +19%
PA
244
Parallel Advisors
California
$11.1M +$306K +1,641 +3%
SWM
245
Scissortail Wealth Management
Oklahoma
$11.1M +$382K +2,051 +4%
RIA
246
Regal Investment Advisors
Michigan
$11.1M +$1.54M +8,278 +17%
BHWM
247
Bay Harbor Wealth Management
Maryland
$11M +$1.55M +8,306 +17%
AWMG
248
ADG Wealth Management Group
Louisiana
$11M +$859K +4,613 +9%
CAG
249
Csenge Advisory Group
Florida
$11M +$749K +4,021 +7%
BFM
250
Broadview Financial Management
Wisconsin
$10.8M -$272K -1,462 -3%
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