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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
401
Jackson Hole Capital Partners
Oklahoma
$4.06M -$28.3K -149 -0.7%
TWP
402
Triad Wealth Partners
Kansas
$4.02M +$3.88M +20,407 +510,175%
AF
403
Advisornet Financial
Minnesota
$4.02M -$404K -2,129 -9%
ATS
404
Ashton Thomas Securities
New York
$4.01M -$45.2K -238 -1%
NA
405
Nottingham Advisors
New York
$4M -$96.7K -509 -2%
TRIA
406
Trail Ridge Investment Advisors
Colorado
$3.95M +$183K +965 +5%
SCM
407
Stordahl Capital Management
Colorado
$3.95M +$316K +1,663 +9%
HIA
408
Harbor Investment Advisory
Maryland
$3.94M -$417K -2,197 -10%
WAS
409
Wealth Advisory Solutions
Indiana
$3.93M -$18.4K -97 -0.5%
GPW
410
Gray Private Wealth
Massachusetts
$3.92M -$142K -746 -4%
FWP
411
Firethorn Wealth Partners
Georgia
$3.9M -$6.84K -36 -0.2%
TVM
412
True Vision MN
Minnesota
$3.87M +$224K +1,178 +6%
AC
413
Allstate Corporation
Illinois
$3.87M +$1.1M +5,769 +42%
SPAS
414
Spectrum Planning & Advisory Services
California
$3.84M +$331K +1,745 +10%
SCTC
415
Sanibel Captiva Trust Company
Florida
$3.84M +$255K +1,341 +7%
BCM
416
BTC Capital Management
Iowa
$3.8M – – –
ELC
417
Edgar Lomax Company
Virginia
$3.77M – – –
TFG
418
Tilson Financial Group
New Jersey
$3.77M +$3.63M +19,095 New
GLLW
419
Graves Light Lenhart Wealth
Virginia
$3.76M -$44.4K -234 -1%
TI
420
Truepoint Inc
Ohio
$3.76M -$10.1K -53 -0.3%
RB
421
Renasant Bank
Mississippi
$3.76M -$55.7K -293 -2%
RL
422
Rogco LP
Oklahoma
$3.74M -$182K -958 -5%
NL
423
NWAM LLC
Washington
$3.69M +$3.56M +18,733 New
FCFC
424
First Commonwealth Financial Corp
Pennsylvania
$3.69M +$42.2K +222 +1%
BAM
425
Belpointe Asset Management
Nevada
$3.68M -$26.4K -139 -0.7%
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17
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