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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
401
Carolinas Wealth Consulting
North Carolina
$751K +$5.33K +47 +0.7%
NFG
402
Nations Financial Group
Iowa
$750K -$141K -1,243 -16%
BIM
403
Bridges Investment Management
Nebraska
$750K – – –
EWM
404
EPG Wealth Management
Georgia
$748K -$22K -194 -3%
AIC
405
Ameritas Investment Company
Nebraska
$744K – – –
CDIA
406
Capital Directions Investment Advisors
Georgia
$744K – – –
SIA
407
Soltis Investment Advisors
Utah
$742K +$118K +1,037 +19%
TIM
408
Total Investment Management
Arizona
$738K +$758K +6,686 New
SDWMA
409
Schneider Downs Wealth Management Advisors
Pennsylvania
$736K – – –
IWA
410
Inspirion Wealth Advisors
Illinois
$729K +$734K +6,480 New
SFPG
411
Stonebridge Financial Planning Group
Florida
$728K -$37.8K -334 -5%
IIC
412
Integrated Investment Consultants
Michigan
$728K +$1.81K +16 +0.2%
FCI
413
Financial Counselors Inc
Kansas
$727K +$103K +908 +16%
SG
414
StoneX Group
New York
$719K -$78.5K -693 -10%
FCFC
415
First Commonwealth Financial Corp
Pennsylvania
$718K -$3.63K -32 -0.5%
GG
416
Gofen & Glossberg
Illinois
$709K – – –
GT
417
Glenmede Trust
Pennsylvania
$708K – – –
CWM
418
Confluence Wealth Management
Oregon
$708K +$53.8K +475 +9%
FMTC
419
Farmers & Merchants Trust Company
California
$707K – – –
KA
420
Kovack Advisors
Florida
$699K -$3.63K -32 -0.5%
MMHP
421
Murphy Middleton Hinkle & Parker
Georgia
$697K -$824K -7,270 -54%
SAM
422
Summit Asset Management
Tennessee
$686K +$29.8K +263 +5%
WWM
423
Windsor Wealth Management
Indiana
$683K – – –
DAS
424
Dynamic Advisor Solutions
Arizona
$664K +$793 +7 +0.1%
EW
425
Evoke Wealth
California
$660K – – –
15 16
17
18 19