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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
401
Bartlett & Co Wealth Management
Ohio
$4.54M -$307K -1,531 -7%
BAM
402
Belpointe Asset Management
Nevada
$4.5M +$965K +4,807 +28%
SCM
403
Stordahl Capital Management
Colorado
$4.49M +$296K +1,474 +7%
BWMG
404
Barnes Wealth Management Group
California
$4.48M +$11.8K +59 +0.3%
SB
405
Strategic Blueprint
Georgia
$4.47M +$216K +1,076 +5%
HWA
406
Hilltop Wealth Advisors
North Carolina
$4.4M -$119K -594 -3%
GM
407
GeoWealth Management
Illinois
$4.4M +$2.21M +11,024 +107%
DAS
408
Diversify Advisory Services
Utah
$4.39M +$2.27M +11,317 +116%
WB
409
WesBanco Bank
West Virginia
$4.39M -$96.4K -480 -2%
FRA
410
FFG Retirement Advisors
Colorado
$4.38M +$50.4K +251 +1%
GEA
411
Glen Eagle Advisors
New Jersey
$4.35M +$203K +1,010 +5%
FMWA
412
Forvis Mazars Wealth Advisors
Missouri
$4.31M -$488K -2,428 -10%
ST
413
Smithfield Trust
Pennsylvania
$4.3M -$183K -911 -4%
ELC
414
Edgar Lomax Company
Virginia
$4.28M -$2.61K -13 -0.1%
JHCP
415
Jackson Hole Capital Partners
Oklahoma
$4.26M +$61.5K +306 +2%
HIA
416
Harbor Investment Advisory
Maryland
$4.19M +$39.2K +195 +1%
TF
417
Theory Financial
Colorado
$4.18M +$215K +1,070 +6%
VCP
418
Verus Capital Partners
Arizona
$4.16M +$264K +1,312 +7%
WAS
419
Wealth Advisory Solutions
Indiana
$4.15M -$42.6K -212 -1%
AC
420
Anson Capital
Georgia
$4.15M +$26.9K +134 +0.7%
CWM
421
Centurion Wealth Management
Virginia
$4.08M +$37.2K +185 +0.9%
MFC
422
Morris Financial Concepts
South Carolina
$4.08M -$22.1K -110 -0.6%
SCA
423
Southern Capital Advisors
Tennessee
$4.08M +$359K +1,787 +10%
OCFG
424
O'Connor Financial Group
Illinois
$4.06M -$50.6K -252 -1%
HCM
425
Hudson Capital Management
New Jersey
$4.06M -$147K -733 -4%
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