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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
451
GSB Wealth Management
Connecticut
$1.68M -$43.1K -280 -3%
TFF
452
The Family Firm
Maryland
$1.67M +$5.38K +35 +0.3%
CL
453
Choreo LLC
Illinois
$1.67M +$82.5K +536 +5%
MA
454
MBA Advisors
Pennsylvania
$1.67M -$113K -734 -7%
PA
455
Procyon Advisors
Connecticut
$1.66M -$6K -39 -0.4%
TP
456
Tranquility Partners
Tennessee
$1.66M +$30.6K +199 +2%
KBFS
457
Kohmann Bosshard Financial Services
Ohio
$1.63M – – –
RA
458
RFG Advisory
Alabama
$1.63M +$190K +1,232 +14%
TFGT
459
TS Financial Group (TSFG)
Illinois
$1.61M -$58.9K -383 -4%
MWM
460
Mission Wealth Management
California
$1.6M +$117K +758 +8%
DBIA
461
Dumont & Blake Investment Advisors
New Jersey
$1.59M +$21.5K +140 +1%
AAS
462
Ameritas Advisory Services
Nebraska
$1.59M -$1.69M -10,952 -52%
OC
463
Oppenheimer & Co
New York
$1.58M -$223K -1,449 -13%
MFT
464
Moisand Fitzgerald Tamayo
Florida
$1.57M -$189K -1,230 -11%
TGAM
465
TBH Global Asset Management
Tennessee
$1.57M -$33.8K -220 -2%
EWM
466
Endurance Wealth Management
Rhode Island
$1.56M +$7.54K +49 +0.5%
WPW
467
Waldron Private Wealth
Pennsylvania
$1.56M -$17.4K -113 -1%
WP
468
WealthShield Partners
North Carolina
$1.55M -$26.6K -173 -2%
NFP
469
NorthLanding Financial Partners
New York
$1.54M -$1.19M -7,741 -45%
BTWM
470
Baker Tilly Wealth Management
Wisconsin
$1.53M – – –
BCA
471
Bay Colony Advisors
Massachusetts
$1.52M +$91.9K +597 +7%
GT
472
Glenview Trust
Kentucky
$1.51M -$69.2K -450 -5%
AFAS
473
Acorn Financial Advisory Services
Virginia
$1.51M -$19.4K -126 -1%
BWP
474
Bernardo Wealth Planning
Pennsylvania
$1.5M – – –
PIMG
475
Patriot Investment Management Group
Tennessee
$1.49M – – –
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