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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
226
Beese Fulmer Investment Management
Ohio
$13.4M +$175K +871 +1%
CA
227
CoreCap Advisors
Michigan
$13.3M -$33.3K -166 -0.3%
CIA
228
Concurrent Investment Advisors
Florida
$13.3M +$1.84M +9,176 +17%
BWM
229
BKM Wealth Management
Wisconsin
$13.2M +$96.4K +480 +0.8%
WSFS
230
Wilmington Savings Fund Society
Delaware
$13.1M -$416K -2,072 -3%
WANY
231
Wealthspire Advisors (New York)
New York
$13M +$42.2K +210 +0.3%
IA
232
IFP Advisors
Florida
$12.9M +$3.87M +19,249 +44%
BPCE
233
Bank Pictet & Cie (Europe)
Germany
$12.9M – – –
GIA
234
Gladstone Institutional Advisory
Florida
$12.9M -$13.9M -69,106 -53%
RIA
235
Regal Investment Advisors
Michigan
$12.8M +$1.13M +5,648 +10%
CAG
236
Csenge Advisory Group
Florida
$12.8M +$821K +4,087 +7%
KG
237
Kilter Group
New York
$12.8M +$3.62M +18,004 +41%
MWM
238
McNaughton Wealth Management
California
$12.7M +$101K +502 +0.8%
AWA
239
Arkadios Wealth Advisors
Georgia
$12.7M +$813K +4,048 +7%
AWMG
240
ADG Wealth Management Group
Louisiana
$12.6M +$958K +4,771 +8%
FFN
241
Focus Financial Network
Minnesota
$12.6M +$299K +1,489 +3%
LSA
242
Lansing Street Advisors
Pennsylvania
$12.5M +$3.02M +15,038 +33%
GPA
243
Guidance Point Advisors
Massachusetts
$12.5M -$185K -920 -1%
CFG
244
Citizens Financial Group
Rhode Island
$12.3M +$37.6K +187 +0.3%
CWS
245
Cypress Wealth Services
California
$12.3M +$128K +636 +1%
BHWM
246
Bay Harbor Wealth Management
Maryland
$12M +$388K +1,931 +3%
BOS
247
Bank of Stockton
California
$11.9M -$199K -991 -2%
AFP
248
Ausdal Financial Partners
Iowa
$11.9M +$668K +3,328 +6%
LNWWM
249
Laird Norton Wetherby Wealth Management
California
$11.8M +$473K +2,356 +4%
PA
250
Parallel Advisors
California
$11.8M +$1K +5 +0%
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