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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
326
West Coast Financial
California
$3.42M -$69.8K -454 -2%
MA
327
Mutual Advisors
Nebraska
$3.41M +$125K +810 +4%
DWA
328
Dorsey Wright & Associates
California
$3.41M -$11.1K -72 -0.3%
PFS
329
Prospera Financial Services
Texas
$3.41M +$97.2K +632 +3%
DWT
330
Dorsey & Whitney Trust
South Dakota
$3.35M -$244K -1,588 -7%
SCM
331
Stordahl Capital Management
Colorado
$3.35M +$29.5K +192 +0.9%
EE
332
EWG Elevate
California
$3.34M -$389K -2,528 -11%
TI
333
Truepoint Inc
Ohio
$3.32M +$13.2K +86 +0.4%
WAL
334
W Advisors LLC
Tennessee
$3.32M +$1.23K +8 +0%
TCB
335
Texas Capital Bancshares
Texas
$3.32M +$304K +1,976 +11%
JHCP
336
Jackson Hole Capital Partners
Oklahoma
$3.29M -$266K -1,732 -8%
ELC
337
Edgar Lomax Company
Virginia
$3.28M – – –
SIA
338
Stegner Investment Associates
Kentucky
$3.27M -$49.5K -322 -2%
QPWM
339
Quadrant Private Wealth Management
Pennsylvania
$3.24M -$377K -2,450 -11%
DL
340
DOHJ LLC
Washington
$3.14M +$3M +19,482 New
PBO
341
Peoples Bank (Ohio)
Ohio
$3.11M +$1.13M +7,346 +61%
GG
342
GenWealth Group
New Jersey
$3.1M -$19.2K -125 -0.6%
SWA
343
Sax Wealth Advisors
New Jersey
$3.09M +$18.3K +119 +0.6%
MFC
344
Morris Financial Concepts
South Carolina
$3.08M -$14.3K -93 -0.5%
BCM
345
BTC Capital Management
Iowa
$3.07M – – –
ATPW
346
Ashton Thomas Private Wealth
Arizona
$3.07M +$22.6K +147 +0.8%
MSWMA
347
Market Street Wealth Management Advisors
Indiana
$3.05M -$12.3K -80 -0.4%
ZIG
348
Zurich Insurance Group
Switzerland
$3.04M -$3.61M -23,441 -56%
SCA
349
St. Clair Advisors
Ohio
$3.01M – – –
WAS
350
Wealth Advisory Solutions
Indiana
$2.95M -$114K -740 -4%
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