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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
276
Independent Advisor Alliance
North Carolina
$2.29M +$2.19M +17,565 New
GT
277
Glenview Trust
Kentucky
$2.28M +$128K +1,030 +6%
IF
278
Ironwood Financial
Arizona
$2.27M -$50.1K -403 -2%
SAM
279
Silvercrest Asset Management
New York
$2.25M -$180K -1,450 -8%
ELC
280
Edgar Lomax Company
Virginia
$2.24M – – –
SCM
281
Smith Capital Management
Arkansas
$2.19M -$29.2K -235 -1%
PRWA
282
Platte River Wealth Advisors
Colorado
$2.16M +$2.12M +17,056 New
SG
283
StoneX Group
New York
$2.15M +$1.15M +9,270 +128%
APP
284
Avantax Planning Partners
Iowa
$2.14M -$37.3K -300 -2%
GLLW
285
Graves Light Lenhart Wealth
Virginia
$2.13M – – –
IFWM
286
Institute for Wealth Management
Colorado
$2.09M +$2M +16,054 New
MSWMA
287
Market Street Wealth Management Advisors
Indiana
$2.09M +$2.12K +17 +0.1%
PA
288
PSI Advisors
Florida
$2.05M +$1.96M +15,737 New
MFT
289
Moisand Fitzgerald Tamayo
Florida
$2.03M -$6.84K -55 -0.4%
FFN
290
Focus Financial Network
Minnesota
$2.03M +$46.3K +372 +2%
WB
291
WesBanco Bank
West Virginia
$2.03M -$39.4K -317 -2%
WAM
292
Wealthspire Advisors (Maryland)
Maryland
$2M -$6.84K -55 -0.4%
BP
293
BBR Partners
New York
$1.98M +$139K +1,120 +8%
GCM
294
Gables Capital Management
Florida
$1.98M – – –
EIP
295
Ellis Investment Partners
Pennsylvania
$1.97M -$135K -1,083 -7%
GI
296
GAMCO Investors
Connecticut
$1.95M -$18.7K -150 -1%
CG
297
Cutler Group
California
$1.95M +$1.87M +15,000 New
WP
298
WMS Partners
Maryland
$1.95M -$12.4K -100 -0.7%
SPIA
299
Steward Partners Investment Advisory
New York
$1.94M +$611K +4,912 +49%
LNC
300
Lincoln National Corp
Pennsylvania
$1.94M +$141K +1,132 +8%
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