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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
301
Dynamic Advisor Solutions
Arizona
$785K +$19.9K +188 +3%
KA
302
Kovack Advisors
Florida
$780K -$55.3K -522 -7%
CIAS
303
Capital Investment Advisory Services
North Carolina
$778K -$9K -85 -1%
NL
304
NWAM LLC
Washington
$767K +$535K +5,049 +245%
MC
305
Mathes Company
New York
$766K – – –
CDIA
306
Capital Directions Investment Advisors
Georgia
$761K +$747K +7,054 New
NFG
307
Nations Financial Group
Iowa
$747K +$318 +3 +0%
TIA
308
Tiemann Investment Advisors
California
$699K -$529 -5 -0.1%
PFGIA
309
Patriot Financial Group Insurance Agency
Massachusetts
$696K +$86.1K +813 +15%
VWM
310
Venturi Wealth Management
Texas
$693K -$879K -8,301 -57%
SG
311
StoneX Group
New York
$691K -$251K -2,367 -27%
EC
312
Estate Counselors
Wisconsin
$688K -$6.11M -57,710 -90%
TH
313
Timber Hill
Connecticut
$687K -$1.36M -12,810 -67%
FHA
314
Flagship Harbor Advisors
Massachusetts
$687K -$66.9K -632 -9%
PP
315
PagnatoKarp Partners
Virginia
$687K +$423 +4 +0.1%
AWP
316
Ascent Wealth Partners
New York
$686K +$673K +6,359 New
EWM
317
Empirical Wealth Management
Washington
$666K – – –
BFEC
318
Benjamin F. Edwards & Company
Missouri
$666K +$4.66K +44 +0.7%
IFA
319
Interactive Financial Advisors
Illinois
$665K -$50.2K -474 -7%
LYV
320
Live Your Vision
Pennsylvania
$665K – – –
SAM
321
Summit Asset Management
Tennessee
$665K – – –
RCA
322
Rex Capital Advisors
Rhode Island
$664K -$99.5K -940 -13%
NEPWA
323
New England Private Wealth Advisors
Massachusetts
$663K -$18.6K -176 -3%
GG
324
Gofen & Glossberg
Illinois
$661K – – –
LWAC
325
Laurel Wealth Advisors (California)
California
$655K – – –
11 12
13
14 15