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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
251
Mutual Advisors
Nebraska
$9.4M -$1.8M -10,137 -17%
CFGS
252
Concourse Financial Group Securities
Alabama
$9.33M +$6.08M +34,221 +217%
FEG
253
Financial Enhancement Group
Indiana
$9.29M +$224K +1,260 +2%
PA
254
Parallel Advisors
California
$9.21M +$237K +1,335 +3%
SFS
255
Security Financial Services
Indiana
$9.13M +$8.07M +45,375 +1,295%
IW
256
Instrumental Wealth
Florida
$8.89M -$1.69M -9,497 -16%
SWM
257
Scissortail Wealth Management
Oklahoma
$8.87M +$8.44M +47,479 New
HWM
258
HB Wealth Management
Georgia
$8.87M -$374K -2,106 -4%
WWM
259
Western Wealth Management
Colorado
$8.86M -$260K -1,465 -3%
TC
260
TownSquare Capital
Utah
$8.85M +$4.89M +27,538 +139%
OWA
261
One Wealth Advisors
California
$8.83M +$8M +44,985 +1,961%
FWP
262
FAS Wealth Partners
Kansas
$8.79M +$19.4K +109 +0.2%
FHC
263
First Heartland Consultants
Missouri
$8.74M +$1.81M +10,177 +28%
DS
264
DRW Securities
Illinois
$8.7M +$8.28M +46,561 New
AWE
265
Avidian Wealth Enterprises
Texas
$8.63M +$395K +2,223 +5%
PWA
266
Physician Wealth Advisors
Utah
$8.63M +$8.44M +47,456 +3,482%
FHA
267
First Horizon Advisors
Tennessee
$8.6M +$4.07M +22,874 +99%
CAG
268
Csenge Advisory Group
Florida
$8.48M +$1.7M +9,568 +27%
RA
269
Rodgers & Associates
Pennsylvania
$8.42M -$34.8K -196 -0.4%
CAL
270
Capital Analysts LLC
Pennsylvania
$8.35M +$662K +3,722 +9%
LWP
271
LMG Wealth Partners
Louisiana
$8.34M -$56.2K -316 -0.7%
TWM
272
TSA Wealth Management
Texas
$8.15M +$7.75M +43,617 New
CA
273
Centerpoint Advisors
Massachusetts
$8.11M -$196K -1,102 -2%
HI
274
Harbour Investments
Wisconsin
$8.03M +$2.37M +13,310 +45%
GVAG
275
Great Valley Advisor Group
Delaware
$8.01M -$444K -2,500 -6%
9 10
11
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