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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
251
Hilltop Wealth Advisors
North Carolina
$5.07M -$2.95K -20 -0.1%
EWA
252
EP Wealth Advisors
California
$5.05M -$135K -912 -2%
BFG
253
Beacon Financial Group
Texas
$5.02M -$56.2K -381 -1%
PA
254
Parallel Advisors
California
$5.02M +$399K +2,706 +8%
MIAN
255
Mariner Independent Advisor Network
Kansas
$4.96M -$364K -2,467 -6%
WB
256
WesBanco Bank
West Virginia
$4.92M +$831K +5,633 +19%
NF
257
Nvest Financial
New Hampshire
$4.92M +$221K +1,500 +4%
TIM
258
Tortoise Investment Management
New York
$4.9M -$108K -731 -2%
NWM
259
Northcape Wealth Management
New York
$4.85M +$4.65M +31,536 +840%
TCB
260
Texas Capital Bancshares
Texas
$4.83M +$32.5K +220 +0.6%
AP
261
Arlington Partners
Alabama
$4.79M +$150K +1,015 +3%
FHA
262
First Horizon Advisors
Tennessee
$4.77M +$4.1M +27,788 +402%
WP
263
WealthSource Partners
California
$4.76M +$736K +4,990 +17%
TCM
264
Telos Capital Management
California
$4.74M +$18.7K +127 +0.4%
IWC
265
Integrated Wealth Concepts
Massachusetts
$4.67M +$2.95M +20,001 +143%
PFGIA
266
Patriot Financial Group Insurance Agency
Massachusetts
$4.66M +$2.54M +17,185 +103%
SIA
267
Soltis Investment Advisors
Utah
$4.63M -$971K -6,576 -16%
PAS
268
Park Avenue Securities
New York
$4.61M +$416K +2,818 +9%
PFA
269
Pathway Financial Advisors
Vermont
$4.6M – – –
NB
270
Nicolet Bankshares
Wisconsin
$4.56M +$1.07M +7,255 +28%
CAG
271
Csenge Advisory Group
Florida
$4.56M +$349K +2,362 +8%
SS
272
Sunbelt Securities
Texas
$4.5M +$780K +5,282 +19%
ST
273
Smithfield Trust
Pennsylvania
$4.5M -$188K -1,273 -4%
ASFA
274
All Season Financial Advisors
Colorado
$4.49M -$3.21M -21,730 -40%
IUHSA
275
Itau Unibanco Holding S.A.
Brazil
$4.34M +$2.71M +18,380 +139%
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