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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
251
Bank Pictet & Cie (Europe)
Germany
$13.3M – – –
MFA
252
Mayflower Financial Advisors
Massachusetts
$13.3M -$114K -527 -0.8%
TCBWMS
253
Texas Capital Bank Wealth Management Services
Texas
$13.2M +$12.7M +58,558 +1,515%
AFP
254
Ausdal Financial Partners
Iowa
$13.1M +$283K +1,309 +2%
MYIA
255
Mount Yale Investment Advisors
Colorado
$13.1M +$7.47M +34,511 +126%
GPA
256
Guidance Point Advisors
Massachusetts
$13M -$18.4K -85 -0.1%
MA
257
Mutual Advisors
Nebraska
$12.9M +$1.08M +4,992 +9%
PFPG
258
Pinnacle Financial Partners (Georgia)
Georgia
$12.9M +$98.5K +455 +0.8%
GIA
259
Gladstone Institutional Advisory
Florida
$12.5M -$211K -976 -2%
VA
260
VestGen Advisors
Illinois
$12.4M +$3.74M +17,282 +45%
PA
261
Parallel Advisors
California
$12.3M +$123K +570 +1%
EPW
262
Endeavor Private Wealth
Kansas
$12.2M -$583K -2,694 -4%
TWM
263
TSA Wealth Management
Texas
$12.1M -$1.27M -5,882 -9%
AWA
264
American Wealth Advisors
Georgia
$12M +$180K +832 +1%
TPWA
265
Twin Peaks Wealth Advisors
California
$11.6M +$296K +1,367 +3%
RWA
266
Resolute Wealth Advisor
Ohio
$11.4M +$11.7M +53,933 New
AIM
267
Acropolis Investment Management
Missouri
$11.4M +$222K +1,026 +2%
AIM
268
Advyzon Investment Management
Illinois
$11.4M +$2.13M +9,848 +22%
MHC
269
May Hill Capital
Massachusetts
$11.4M -$271K -1,253 -2%
SWM
270
SigFig Wealth Management
California
$11.3M -$616K -2,846 -5%
PP
271
Prosperity Planning
Missouri
$11.2M -$201K -928 -2%
MAM
272
MMA Asset Management
Pennsylvania
$11.2M -$14.7M -68,032 -56%
HWM
273
Hemming & Wealth Management
Michigan
$11.2M -$7.03M -32,458 -38%
NF
274
Nvest Financial
New Hampshire
$11.1M +$493K +2,276 +5%
BFM
275
Broadview Financial Management
Wisconsin
$11M +$12.3K +57 +0.1%
9 10
11
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