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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
326
YHB Investment Advisors
Connecticut
$6.73M +$26.1K +135 +0.4%
SWM
327
SigFig Wealth Management
California
$6.66M +$2.25M +11,649 +49%
EA
328
Efficient Advisors
Ohio
$6.59M -$1.56M -8,054 -19%
WFAG
329
Wescott Financial Advisory Group
Pennsylvania
$6.57M +$247K +1,275 +4%
WJA
330
Willis Johnson & Associates
Texas
$6.53M +$55.1K +285 +0.8%
MW
331
Maia Wealth
Colorado
$6.53M +$1.85M +9,566 +36%
LF
332
Lighthouse Financial
Florida
$6.51M -$96.8K -500 -1%
PFA
333
Pure Financial Advisors
California
$6.46M -$68.9K -356 -1%
TRCT
334
Tower Research Capital (TRC)
New York
$6.43M +$6.53M +33,734 +1,686,700%
CIAS
335
CFS Investment Advisory Services
New Jersey
$6.4M +$1.24M +6,389 +24%
LCG
336
Lynx Capital Group
Ohio
$6.34M +$1.04M +5,377 +19%
VC
337
Vicus Capital
Pennsylvania
$6.28M -$84.2K -435 -1%
SA
338
SFI Advisors
New Jersey
$6.2M +$6.3M +32,542 New
TVM
339
True Vision MN
Minnesota
$6.2M +$2.36M +12,210 +60%
PW
340
Pandora Wealth
Illinois
$6.16M +$6.26M +32,334 New
NB
341
Nicolet Bankshares
Wisconsin
$6.11M +$16.3K +84 +0.3%
PCIA
342
Prime Capital Investment Advisors
Kansas
$6.11M +$595K +3,073 +11%
GWAM
343
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.09M -$2.04M -10,562 -25%
BS
344
Banco Santander
Spain
$6.08M +$339K +1,754 +6%
AA
345
Ancora Advisors
Ohio
$6.05M +$5.05M +26,112 +466%
TIM
346
Tortoise Investment Management
New York
$6.03M -$14.9K -77 -0.2%
HCA
347
Heck Capital Advisors
Wisconsin
$5.96M -$7.15M -36,942 -54%
SC
348
Sapient Capital
Indiana
$5.91M +$31.5K +163 +0.5%
COFSG
349
Carbahal Olsen Financial Services Group
California
$5.89M -$9.48K -49 -0.2%
FHC
350
First Heartland Consultants
Missouri
$5.88M -$1.38M -7,143 -19%
12 13
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