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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
376
Independent Advisor Alliance
North Carolina
$6.04M +$5.63M +26,017 +1,004%
FAM
377
Forte Asset Management
New York
$6.03M -$112K -515 -2%
AFPL
378
Advus Financial Partners, LLC
Florida
$5.97M +$513K +2,367 +9%
VCP
379
Verus Capital Partners
Arizona
$5.97M +$152K +701 +3%
FWP
380
Falcon Wealth Planning
California
$5.93M -$174K -802 -3%
HNH
381
Hopwood Nicholas Hunter
$5.93M +$1.63M +7,512 +37%
BRWA
382
B. Riley Wealth Advisors
Florida
$5.92M -$1.42M -6,545 -19%
MG
383
Mather Group
Illinois
$5.91M +$1.68M +7,760 +38%
TIM
384
Tortoise Investment Management
New York
$5.88M -$203K -936 -3%
KFGK
385
Keystone Financial Group (Kentucky)
Kentucky
$5.85M +$491K +2,267 +9%
ATS
386
Ashton Thomas Securities
New York
$5.82M +$5.97M +27,590 New
CWMK
387
Caliber Wealth Management (Kansas)
Kansas
$5.8M +$69.7K +322 +1%
TFG
388
Tilson Financial Group
New Jersey
$5.71M -$10.2K -47 -0.2%
SFO
389
Stenger Family Office
Illinois
$5.71M – – –
PFG
390
Pacific Financial Group
Washington
$5.68M -$561K -2,591 -9%
ACM
391
Absolute Capital Management
Pennsylvania
$5.67M +$1.16M +5,358 +25%
FGWP
392
Founders Grove Wealth Partners
Virginia
$5.65M -$13K -60 -0.2%
CA
393
Chatterton & Associates
California
$5.54M +$776K +3,586 +16%
DWA
394
Davis Wealth Advisors
New Hampshire
$5.54M -$466K -2,152 -8%
AWP
395
Ascent Wealth Partners
New York
$5.51M +$777K +3,587 +16%
DT
396
Diversified Trust
Tennessee
$5.46M +$213K +983 +4%
EA
397
Efficient Advisors
Ohio
$5.45M -$178K -820 -3%
TF
398
Theory Financial
Colorado
$5.43M -$341K -1,574 -6%
HF
399
HRT Financial
New York
$5.43M -$842K -3,887 -13%
CWM
400
Centurion Wealth Management
Virginia
$5.42M +$221K +1,019 +4%
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