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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
251
Ironwood Financial
Arizona
$2.03M +$13.6K +124 +0.7%
BMCM
252
Bryn Mawr Capital Management
Pennsylvania
$2.01M +$57.5K +524 +3%
MSWMA
253
Market Street Wealth Management Advisors
Indiana
$2M -$13.7K -125 -0.7%
TSS
254
Two Sigma Securities
New York
$1.98M +$1.64M +14,919 +567%
GIA
255
Gladstone Institutional Advisory
Florida
$1.97M -$30.7K -280 -2%
BC
256
Bartlett & Co
Ohio
$1.95M +$220K +1,999 +13%
BCWM
257
Bartlett & Co Wealth Management
Ohio
$1.95M +$220K +1,999 +13%
MFT
258
Moisand Fitzgerald Tamayo
Florida
$1.94M +$8.89K +81 +0.5%
DWM
259
Darwin Wealth Management
Florida
$1.93M -$17.2K -157 -0.9%
APP
260
Avantax Planning Partners
Iowa
$1.89M -$13.4K -122 -0.7%
OMC
261
Old Mission Capital
Illinois
$1.88M +$1.45M +13,163 +371%
BCM
262
Brasada Capital Management
Texas
$1.88M -$155K -1,415 -8%
JIP
263
Jaffetilchin Investment Partners
Florida
$1.85M +$1.8M +16,432 New
PWS
264
Paragon Wealth Strategies
Florida
$1.85M -$523K -4,765 -22%
AA
265
Advisory Alpha
Michigan
$1.83M +$441K +4,018 +34%
ELC
266
Edgar Lomax Company
Virginia
$1.82M – – –
GT
267
Glenview Trust
Kentucky
$1.82M +$389K +3,541 +28%
WP
268
WMS Partners
Maryland
$1.79M -$74.8K -681 -4%
WAM
269
Wealthspire Advisors (Maryland)
Maryland
$1.79M – – –
MAM
270
Marquette Asset Management
Minnesota
$1.77M – – –
FFN
271
Focus Financial Network
Minnesota
$1.76M +$1.72M +15,640 New
GLLW
272
Graves Light Lenhart Wealth
Virginia
$1.72M +$128K +1,164 +8%
TF
273
TIAA FSB
Florida
$1.71M -$118K -1,071 -7%
WB
274
WesBanco Bank
West Virginia
$1.71M +$121K +1,106 +8%
GFPC
275
Global Financial Private Capital
Florida
$1.69M +$539K +4,911 +49%
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