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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
301
Exencial Wealth Advisors
Oklahoma
$7.54M -$3.73K -20 -0.1%
MW
302
Maia Wealth
Colorado
$7.51M +$417K +2,241 +6%
William Blair & Company
303
William Blair & Company
Illinois
$7.49M +$63.7K +342 +0.9%
WWA
304
WCG Wealth Advisors
Nevada
$7.48M +$197K +1,059 +3%
BFS
305
Bradley Foster & Sargent
Connecticut
$7.34M -$13.8K -74 -0.2%
SIG
306
Stonegate Investment Group
Alabama
$7.23M -$10.4K -56 -0.2%
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.19M +$95K +510 +1%
ATPW
308
Ashton Thomas Private Wealth
Arizona
$7.18M -$1.86K -10 -0%
DWP
309
Daymark Wealth Partners
Ohio
$7.14M +$70.8K +380 +1%
WFAG
310
Wescott Financial Advisory Group
Pennsylvania
$7M +$256K +1,373 +4%
TVM
311
True Vision MN
Minnesota
$6.94M +$563K +3,022 +9%
YIA
312
YHB Investment Advisors
Connecticut
$6.93M +$27.4K +147 +0.4%
EDRH
313
Edmond de Rothschild Holding
Switzerland
$6.92M -$1.7M -9,123 -20%
AA
314
Ancora Advisors
Ohio
$6.85M +$617K +3,313 +10%
CIAS
315
CFS Investment Advisory Services
New Jersey
$6.83M +$262K +1,406 +4%
HWM
316
Hobbs Wealth Management
Indiana
$6.83M +$923K +4,957 +17%
CAM
317
Cresset Asset Management
Illinois
$6.78M -$298K -1,602 -4%
EPP
318
ETF Portfolio Partners
Kansas
$6.61M -$448K -2,404 -7%
PFA
319
Pure Financial Advisors
California
$6.6M -$28.7K -154 -0.5%
SCM
320
SCS Capital Management
Massachusetts
$6.54M -$583K -3,128 -9%
FEG
321
Financial Enhancement Group
Indiana
$6.48M -$2.05K -11 -0%
VC
322
Vicus Capital
Pennsylvania
$6.46M +$22.2K +119 +0.4%
LCG
323
Lynx Capital Group
Ohio
$6.42M -$76.2K -409 -1%
EA
324
Efficient Advisors
Ohio
$6.36M -$376K -2,021 -6%
HCA
325
Heck Capital Advisors
Wisconsin
$6.31M +$191K +1,026 +3%
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