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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
451
Davis Wealth Advisors
New Hampshire
$4.6M -$1.34M -5,987 -23%
WAS
452
Wealth Advisory Solutions
Indiana
$4.59M +$2.68K +12 +0.1%
HWA
453
Hilltop Wealth Advisors
North Carolina
$4.51M -$92.5K -414 -2%
TIM
454
Thompson Investment Management
Wisconsin
$4.5M +$243K +1,086 +6%
APM
455
a16z Perennial Management
California
$4.5M +$4.42M +19,804 New
VA
456
Valor Advisors
Florida
$4.49M – – –
FMWA
457
Forvis Mazars Wealth Advisors
Missouri
$4.47M -$210K -941 -5%
PCIA
458
Prime Capital Investment Advisors
Kansas
$4.43M -$304K -1,362 -7%
HW
459
Hancock Whitney
Mississippi
$4.43M +$21.4K +96 +0.5%
PB
460
Pinnacle Bancorp
Nebraska
$4.42M – – –
MFC
461
Morris Financial Concepts
South Carolina
$4.41M -$59K -264 -1%
AC
462
Anson Capital
Georgia
$4.4M +$8.49K +38 +0.2%
WB
463
WesBanco Bank
West Virginia
$4.39M -$117K -524 -3%
AC
464
AlphaCore Capital
California
$4.37M +$42.2K +189 +1%
CPIG
465
Chicago Partners Investment Group
Illinois
$4.36M -$49.4K -221 -1%
LF
466
Lighthouse Financial
Florida
$4.35M -$687K -3,075 -14%
HWA
467
Heritage Wealth Advisors
Virginia
$4.33M – – –
BCM
468
BTC Capital Management
Iowa
$4.32M -$12.7K -57 -0.3%
GEA
469
Glen Eagle Advisors
New Jersey
$4.31M -$68.4K -306 -2%
RL
470
Rogco LP
Oklahoma
$4.3M – – –
OCFG
471
O'Connor Financial Group
Illinois
$4.29M -$73.3K -328 -2%
SFS
472
Sowell Financial Services
Arkansas
$4.28M +$85.6K +383 +2%
HBW
473
Hazlett, Burt & Watson
West Virginia
$4.25M +$584K +2,616 +16%
IAG
474
Investment Advisory Group
Massachusetts
$4.24M +$140K +627 +3%
IWM
475
IHT Wealth Management
Illinois
$4.23M -$110K -493 -3%
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