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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ATS
401
Ashton Thomas Securities
New York
$3.75M +$3.75M +20,599 New
GS
402
GTS Securities
Florida
$3.67M +$831K +4,565 +29%
WAS
403
Wealth Advisory Solutions
Indiana
$3.65M -$45K -247 -1%
RL
404
Rogco LP
Oklahoma
$3.63M – – –
FWP
405
Firethorn Wealth Partners
Georgia
$3.6M +$170K +932 +5%
SIS
406
Sound Income Strategies
Florida
$3.53M +$1.06M +5,841 +43%
RB
407
Renasant Bank
Mississippi
$3.52M -$150K -825 -4%
BCM
408
BTC Capital Management
Iowa
$3.51M – – –
GLLW
409
Graves Light Lenhart Wealth
Virginia
$3.5M -$39.7K -218 -1%
TI
410
Truepoint Inc
Ohio
$3.48M -$218K -1,199 -6%
ELC
411
Edgar Lomax Company
Virginia
$3.48M -$6.74K -37 -0.2%
TRIA
412
Trail Ridge Investment Advisors
Colorado
$3.45M -$270K -1,485 -7%
BAM
413
Belpointe Asset Management
Nevada
$3.43M -$2.59M -14,234 -43%
FAM
414
Family Asset Management
South Carolina
$3.43M -$125K -688 -4%
FTUS
415
Flow Traders U.S.
New York
$3.4M +$252K +1,383 +8%
SCA
416
St. Clair Advisors
Ohio
$3.4M – – –
FCFC
417
First Commonwealth Financial Corp
Pennsylvania
$3.37M -$818K -4,493 -20%
TVM
418
True Vision MN
Minnesota
$3.36M +$112K +615 +3%
SCM
419
Stordahl Capital Management
Colorado
$3.35M -$336K -1,845 -9%
MLA
420
My Legacy Advisors
Oregon
$3.35M +$522K +2,868 +18%
RFM
421
Royal Fund Management
Florida
$3.34M +$23.3K +128 +0.7%
CWA
422
Clarus Wealth Advisors
Arizona
$3.33M +$172K +947 +5%
TWM
423
Tradition Wealth Management
Minnesota
$3.3M +$71.4K +392 +2%
BIM
424
Bridges Investment Management
Nebraska
$3.3M +$2.21M +12,127 +202%
SCTC
425
Sanibel Captiva Trust Company
Florida
$3.3M -$80.1K -440 -2%
15 16
17
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