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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
326
Brave Asset Management
New Jersey
$2.57M – – –
GG
327
GenWealth Group
New Jersey
$2.57M +$1.7K +12 +0.1%
TFA
328
Tobias Financial Advisors
Florida
$2.56M +$763K +5,388 +37%
MA
329
Mutual Advisors
Nebraska
$2.56M -$1.49M -10,485 -34%
WAS
330
Wealth Advisory Solutions
Indiana
$2.54M -$6.48M -45,709 -70%
WCF
331
West Coast Financial
California
$2.51M +$582K +4,110 +27%
MFC
332
Morris Financial Concepts
South Carolina
$2.5M +$187K +1,321 +7%
SCA
333
St. Clair Advisors
Ohio
$2.48M – – –
AWM
334
Avior Wealth Management
Nebraska
$2.48M -$67.6K -477 -2%
AWM
335
AE Wealth Management
Kansas
$2.46M -$6.3M -44,450 -70%
BCM
336
BTC Capital Management
Iowa
$2.45M – – –
SWA
337
Sax Wealth Advisors
New Jersey
$2.44M -$3.26K -23 -0.1%
DWT
338
Dorsey & Whitney Trust
South Dakota
$2.42M -$75.9K -536 -3%
EWA
339
ERTS Wealth Advisors
Michigan
$2.32M +$234K +1,653 +10%
ATPW
340
Ashton Thomas Private Wealth
Arizona
$2.3M +$117K +824 +5%
IA
341
IFP Advisors
Florida
$2.3M +$137K +968 +5%
GRP
342
Global Retirement Partners
California
$2.29M +$325K +2,297 +17%
NFP
343
NorthLanding Financial Partners
New York
$2.29M +$2.52M +17,781 New
HH
344
Hilltop Holdings
Texas
$2.26M +$3.54K +25 +0.1%
SCM
345
SOL Capital Management
Maryland
$2.25M +$4.25K +30 +0.2%
CAL
346
Capital Advisors Ltd
Ohio
$2.25M +$1.05M +7,381 +73%
BIA
347
Benchmark Investment Advisors
Illinois
$2.25M -$738K -5,210 -23%
CFGS
348
Concourse Financial Group Securities
Alabama
$2.24M +$57.5K +406 +2%
SIA
349
Schechter Investment Advisors
Michigan
$2.24M -$38K -268 -2%
SFS
350
Security Financial Services
Indiana
$2.22M +$465K +3,280 +23%
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