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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
351
First Citizens Bank & Trust
North Carolina
$2.8M -$2.59M -18,142 -48%
AWM
352
Avior Wealth Management
Nebraska
$2.77M -$30.7K -215 -1%
BCM
353
BTC Capital Management
Iowa
$2.76M – – –
SWA
354
Sax Wealth Advisors
New Jersey
$2.75M -$5.57K -39 -0.2%
SCA
355
St. Clair Advisors
Ohio
$2.71M -$96.4K -675 -3%
DL
356
DOHJ LLC
Washington
$2.69M +$2.64M +18,527 New
SFA
357
Sequoia Financial Advisors
Ohio
$2.69M +$1.08M +7,583 +69%
ATPW
358
Ashton Thomas Private Wealth
Arizona
$2.67M +$70.4K +493 +3%
SFWA
359
Summit Financial Wealth Advisors
Louisiana
$2.66M +$2.29M +16,062 +707%
CFGS
360
Concourse Financial Group Securities
Alabama
$2.66M +$127K +889 +5%
MFG
361
Magnus Financial Group
New York
$2.66M -$356K -2,491 -12%
DADC
362
D.A. Davidson & Co
Montana
$2.65M +$349K +2,445 +15%
SHA
363
Seneca House Advisors
Virginia
$2.63M -$935K -6,550 -27%
OFG
364
Oxford Financial Group
Indiana
$2.62M +$1.22M +8,569 +90%
SFS
365
Security Financial Services
Indiana
$2.6M +$95.4K +668 +4%
NFP
366
NorthLanding Financial Partners
New York
$2.59M +$9.85K +69 +0.4%
SCM
367
SOL Capital Management
Maryland
$2.54M -$571 -4 -0%
FA
368
Flagstar Advisors
New York
$2.54M +$82.1K +575 +3%
SIA
369
Schechter Investment Advisors
Michigan
$2.52M – – –
RA
370
Rational Advisors
New York
$2.52M +$2.48M +17,395 New
BIA
371
Benchmark Investment Advisors
Illinois
$2.49M -$44.8K -314 -2%
EDRIA
372
Edmonds Duncan Registered Investment Advisors
Kansas
$2.47M +$152K +1,065 +7%
TF
373
TIAA FSB
Florida
$2.47M -$14.4K -101 -0.6%
OCM
374
Objective Capital Management
Ohio
$2.45M +$67.7K +474 +3%
SPIA
375
Steward Partners Investment Advisory
New York
$2.45M +$55.4K +388 +2%
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