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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
426
Anson Capital
Georgia
$3.9M +$9.31K +50 +0.3%
MFC
427
Morris Financial Concepts
South Carolina
$3.88M +$504K +2,706 +16%
HW
428
Hancock Whitney
Mississippi
$3.83M -$544K -2,923 -13%
CWM
429
Centurion Wealth Management
Virginia
$3.83M +$1.3M +7,001 +56%
RWM
430
Ritholtz Wealth Management
New York
$3.79M +$2.97M +15,953 +464%
TCBWMS
431
Texas Capital Bank Wealth Management Services
Texas
$3.77M +$2.86M +15,360 +393%
DWT
432
Dorsey & Whitney Trust
South Dakota
$3.75M -$35.8K -192 -1%
PWM
433
Pines Wealth Management
North Carolina
$3.75M +$48.1K +258 +1%
TF
434
Theory Financial
Colorado
$3.74M +$486K +2,607 +16%
AWP
435
Axis Wealth Partners
Rhode Island
$3.74M -$51.8K -278 -1%
BCM
436
BTC Capital Management
Iowa
$3.72M – – –
BFS
437
Bare Financial Services
Pennsylvania
$3.72M -$180K -966 -5%
RWM
438
RKL Wealth Management
Pennsylvania
$3.72M -$141K -759 -4%
RL
439
Rogco LP
Oklahoma
$3.7M – – –
MLA
440
My Legacy Advisors
Oregon
$3.7M +$375K +2,014 +12%
VCP
441
Verus Capital Partners
Arizona
$3.68M +$472K +2,534 +16%
AC
442
AlphaCore Capital
California
$3.67M +$24.6K +132 +0.7%
DT
443
Diversified Trust
Tennessee
$3.65M +$182K +979 +6%
TCM
444
Telos Capital Management
California
$3.61M +$280K +1,504 +9%
MCA
445
MSH Capital Advisors
Arizona
$3.61M +$129K +695 +4%
GPW
446
Gray Private Wealth
Massachusetts
$3.6M -$40.4K -217 -1%
DL
447
DOHJ LLC
Washington
$3.55M +$1.6M +8,596 +77%
CC
448
Copperleaf Capital
North Carolina
$3.54M +$138K +743 +4%
IAG
449
Investment Advisory Group
Massachusetts
$3.53M +$23.5K +126 +0.7%
SCA
450
Southern Capital Advisors
Tennessee
$3.51M +$104K +557 +3%
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