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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
276
Stordahl Capital Management
Colorado
$2.7M +$15.2K +126 +0.6%
WQ
277
Wealth Quarterback
New Jersey
$2.69M +$157K +1,296 +7%
UWM
278
Urban Wealth Management
California
$2.69M +$2.54M +21,027 New
SCM
279
SOL Capital Management
Maryland
$2.69M +$3.63K +30 +0.1%
IDA
280
Intelligence Driven Advisers
California
$2.67M +$2.52M +20,830 New
IA
281
IFP Advisors
Florida
$2.66M +$429K +3,548 +21%
NA
282
Nottingham Advisors
New York
$2.65M -$1.96M -16,193 -44%
LB
283
Leo Brokerage
Texas
$2.64M +$121 +1 +0%
SPIA
284
Steward Partners Investment Advisory
New York
$2.61M +$247K +2,044 +11%
BCM
285
Brookstone Capital Management
Illinois
$2.59M +$77K +637 +3%
SHA
286
Seneca House Advisors
Virginia
$2.56M +$67.8K +561 +3%
EPA
287
Element Pointe Advisors
Florida
$2.52M – – –
EWA
288
Evolution Wealth Advisors
Florida
$2.48M -$3.81M -31,505 -62%
SWA
289
Sax Wealth Advisors
New Jersey
$2.47M +$2.34M +19,326 New
GLLW
290
Graves Light Lenhart Wealth
Virginia
$2.47M +$278K +2,297 +14%
DWT
291
Dorsey & Whitney Trust
South Dakota
$2.45M -$66.8K -552 -3%
BCM
292
BTC Capital Management
Iowa
$2.44M – – –
CAL
293
Capital Analysts LLC
Pennsylvania
$2.37M -$437K -3,615 -16%
TF
294
TIAA FSB
Florida
$2.37M +$2.24M +18,519 New
ABC
295
Associated Banc-Corp
Wisconsin
$2.3M +$594K +4,908 +38%
CWM
296
Cahaba Wealth Management
Georgia
$2.29M -$394K -3,258 -16%
IP
297
Investment Partners
Ohio
$2.28M -$28.4K -235 -1%
FI
298
FormulaFolio Investments
Michigan
$2.24M +$1.75M +14,478 +483%
BOH
299
Bank of Hawaii
Hawaii
$2.19M -$12.6M -104,031 -86%
CCT
300
Country Club Trust
Missouri
$2.17M +$338K +2,795 +20%
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