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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
326
Family Asset Management
South Carolina
$3.22M -$220K -1,458 -6%
DWA
327
Dorsey Wright & Associates
California
$3.22M +$3.2M +21,200 New
AAS
328
Ameritas Advisory Services
Nebraska
$3.18M -$315K -2,086 -9%
HCA
329
Heck Capital Advisors
Wisconsin
$3.15M -$14.1M -93,257 -82%
SIA
330
Stegner Investment Associates
Kentucky
$3.14M -$868K -5,741 -22%
WAL
331
W Advisors LLC
Tennessee
$3.12M -$290K -1,916 -9%
SCM
332
Stordahl Capital Management
Colorado
$3.12M -$23.9K -158 -0.8%
TI
333
Truepoint Inc
Ohio
$3.11M +$162K +1,071 +6%
PFS
334
Prospera Financial Services
Texas
$3.11M -$156K -1,034 -5%
ELC
335
Edgar Lomax Company
Virginia
$3.09M -$1.66M -11,016 -35%
USAA
336
United Services Automobile Association
Texas
$3.09M – – –
MA
337
Mutual Advisors
Nebraska
$3.09M +$155K +1,028 +5%
BAM
338
Brave Asset Management
New Jersey
$3.01M – – –
CB
339
Cadence Bank
Mississippi
$3M +$469K +3,105 +19%
BFG
340
Barber Financial Group
Kansas
$2.99M +$878K +5,812 +42%
AWP
341
Ascent Wealth Partners
New York
$2.96M -$87.6K -580 -3%
GG
342
GenWealth Group
New Jersey
$2.94M -$14.5K -96 -0.5%
NFG
343
Nations Financial Group
Iowa
$2.93M -$22.8K -151 -0.8%
MFC
344
Morris Financial Concepts
South Carolina
$2.92M -$23.1K -153 -0.8%
EWA
345
EP Wealth Advisors
California
$2.91M +$559K +3,697 +10%
TCM
346
Telos Capital Management
California
$2.9M -$2.69M -17,832 -48%
WAS
347
Wealth Advisory Solutions
Indiana
$2.89M -$73.9K -489 -3%
SWA
348
Sax Wealth Advisors
New Jersey
$2.89M +$11K +73 +0.4%
BCM
349
BTC Capital Management
Iowa
$2.89M – – –
MSWMA
350
Market Street Wealth Management Advisors
Indiana
$2.88M -$296K -1,959 -9%
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