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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
251
Guidance Point Advisors
Massachusetts
$13.1M +$244K +1,163 +2%
FFN
252
Focus Financial Network
Minnesota
$13M +$102K +488 +0.8%
IC
253
IEQ Capital
California
$12.9M -$4.46M -21,281 -26%
AFP
254
Ausdal Financial Partners
Iowa
$12.9M +$660K +3,147 +5%
PFPG
255
Pinnacle Financial Partners (Georgia)
Georgia
$12.8M +$12.7M +60,471 New
EPW
256
Endeavor Private Wealth
Kansas
$12.8M +$3.25M +15,500 +35%
GIA
257
Gladstone Institutional Advisory
Florida
$12.8M -$414K -1,977 -3%
KFP
258
KMG Fiduciary Partners
Ohio
$12.5M -$2.39M -11,407 -16%
CFG
259
Citizens Financial Group
Rhode Island
$12.3M -$374K -1,785 -3%
PA
260
Parallel Advisors
California
$12.2M +$165K +786 +1%
SWM
261
SigFig Wealth Management
California
$12M +$2.98M +14,227 +34%
MA
262
Mutual Advisors
Nebraska
$11.9M +$774K +3,694 +7%
TPWA
263
Twin Peaks Wealth Advisors
California
$11.9M +$4.57M +21,818 +68%
AWA
264
American Wealth Advisors
Georgia
$11.9M +$21.6K +103 +0.2%
MHC
265
May Hill Capital
Massachusetts
$11.7M +$3.55M +16,925 +44%
BOS
266
Bank of Stockton
California
$11.6M -$655K -3,127 -5%
PP
267
Prosperity Planning
Missouri
$11.5M -$228K -1,087 -2%
KWM
268
Keebeck Wealth Management
Illinois
$11.3M +$2.43M +11,608 +28%
AIM
269
Acropolis Investment Management
Missouri
$11.2M +$8.38K +40 +0.1%
WWA
270
WCG Wealth Advisors
Nevada
$11.1M +$2.83M +13,509 +35%
EFG
271
Ehrlich Financial Group
California
$11M +$1.86M +8,875 +21%
BFM
272
Broadview Financial Management
Wisconsin
$11M -$155K -740 -1%
MMRF
273
Michelson Medical Research Foundation
California
$11M – – –
NWAG
274
Net Worth Advisory Group
Utah
$11M +$9.68M +46,167 +818%
HWM
275
Hobbs Wealth Management
Indiana
$11M +$3.22M +15,373 +42%
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