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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
401
Wealth Advisory Solutions
Indiana
$3.79M +$3.6M +20,274 New
SCM
402
Stordahl Capital Management
Colorado
$3.78M -$32.4K -182 -0.9%
BFS
403
Bare Financial Services
Pennsylvania
$3.78M +$688K +3,872 +22%
RB
404
Renasant Bank
Mississippi
$3.77M -$10.5K -59 -0.3%
SFS
405
Sharp Financial Services
Pennsylvania
$3.75M +$372K +2,092 +12%
VPP
406
Vertex Planning Partners
Illinois
$3.74M +$3.31M +18,634 +1,369%
RL
407
Rogco LP
Oklahoma
$3.72M – – –
AAS
408
Ameritas Advisory Services
Nebraska
$3.71M +$427K +2,403 +13%
LFAS
409
Level Four Advisory Services
Texas
$3.7M – – –
CFS
410
Commonwealth Financial Services
West Virginia
$3.69M -$4.62K -26 -0.1%
CJH
411
Christopher J. Hasenberg
Wisconsin
$3.66M +$37K +208 +1%
GLLW
412
Graves Light Lenhart Wealth
Virginia
$3.65M -$387K -2,180 -10%
FAM
413
Family Asset Management
South Carolina
$3.64M -$66.8K -376 -2%
T
414
Tidemark
California
$3.64M +$2.74M +15,399 +376%
PFS
415
Prospera Financial Services
Texas
$3.63M +$131K +735 +4%
DWT
416
Dorsey & Whitney Trust
South Dakota
$3.62M -$242K -1,364 -7%
SWA
417
Sax Wealth Advisors
New Jersey
$3.61M +$28.8K +162 +0.8%
BCM
418
BTC Capital Management
Iowa
$3.6M +$3.42M +19,265 New
DP
419
Denver PWM
Colorado
$3.6M +$6.69M +37,664 +2,634%
ELC
420
Edgar Lomax Company
Virginia
$3.58M -$1.86M -10,472 -35%
TFG
421
Tilson Financial Group
New Jersey
$3.57M -$88.3K -497 -3%
NFG
422
Nations Financial Group
Iowa
$3.55M +$484K +2,721 +17%
FWP
423
Firethorn Wealth Partners
Georgia
$3.52M +$3.35M +18,868 New
DADC
424
D.A. Davidson & Co
Montana
$3.5M +$129K +727 +4%
SCA
425
St. Clair Advisors
Ohio
$3.48M – – –
15 16
17
18 19