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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
401
Regal Wealth Group
California
$1.57M -$14.7K -104 -0.9%
AWM
402
Apollon Wealth Management
South Carolina
$1.57M -$38.7K -273 -2%
WFA
403
Wellspring Financial Advisors
Ohio
$1.56M +$4.82K +34 +0.3%
SW
404
SVB Wealth
Massachusetts
$1.56M +$406K +2,867 +31%
BA
405
Bristlecone Advisors
Washington
$1.55M -$118K -834 -6%
BFG
406
Barber Financial Group
Kansas
$1.54M -$75.1M -530,036 -98%
EWM
407
EPG Wealth Management
Georgia
$1.52M +$8.08K +57 +0.5%
GPWA
408
Great Point Wealth Advisors
Massachusetts
$1.52M – – –
PBO
409
Peoples Bank (Ohio)
Ohio
$1.52M -$3.54K -25 -0.2%
NCG
410
Newport Capital Group
New Jersey
$1.51M +$806K +5,687 +100%
SIC
411
Salem Investment Counselors
North Carolina
$1.49M +$283K +2,000 +21%
MWM
412
Mission Wealth Management
California
$1.47M -$12.3K -87 -0.8%
AWM
413
Axxcess Wealth Management
California
$1.46M +$23.9K +169 +2%
PWLP
414
Prio Wealth Limited Partnership
Massachusetts
$1.46M -$241K -1,700 -13%
MFT
415
Moisand Fitzgerald Tamayo
Florida
$1.45M +$850 +6 +0.1%
SIA
416
Sage Investment Advisers
New York
$1.44M +$260K +1,837 +20%
IDA
417
Intelligence Driven Advisers
California
$1.44M -$1.17M -8,233 -43%
ACK
418
Andrew C. Karlinski
$1.42M -$58.1K -410 -4%
WS
419
Wedbush Securities
California
$1.42M +$21.3K +150 +1%
IAIM
420
International Assets Investment Management
Florida
$1.41M +$108K +761 +7%
PA
421
Procyon Advisors
Connecticut
$1.41M -$186K -1,310 -11%
SIC
422
Sterling Investment Counsel
New York
$1.41M +$202K +1,429 +15%
RBC
423
Roble Belko & Company
Pennsylvania
$1.41M – – –
RFA
424
Resurgent Financial Advisors
Georgia
$1.41M +$12.8K +90 +0.8%
NL
425
NWAM LLC
Washington
$1.41M +$71K +501 +5%
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17
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