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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
451
NWAM LLC
Washington
$3.04M +$893K +5,023 +43%
DWA
452
Dorsey Wright & Associates
California
$3.02M -$439K -2,469 -13%
AWM
453
Avior Wealth Management
Nebraska
$2.98M -$88K -495 -3%
MWS
454
Maxwell Wealth Strategies
California
$2.97M +$2.91M +16,384 New
EWA
455
ERTS Wealth Advisors
Michigan
$2.96M -$20.8K -117 -0.7%
EIP
456
Ellis Investment Partners
Pennsylvania
$2.96M +$9.24K +52 +0.3%
SHA
457
Seneca House Advisors
Virginia
$2.95M +$17.6K +99 +0.6%
SQA
458
Simon Quick Advisors
New Jersey
$2.95M -$106K -598 -4%
CA
459
CoreCap Advisors
Michigan
$2.93M +$1.62M +9,108 +139%
CB
460
Cadence Bank
Mississippi
$2.91M +$12.8K +72 +0.5%
GS
461
GTS Securities
Florida
$2.91M +$2.77M +15,601 New
MLA
462
My Legacy Advisors
Oregon
$2.9M +$2.76M +15,510 New
OFG
463
Oxford Financial Group
Indiana
$2.89M – – –
OWMIAS
464
One Wealth Management Investment & Advisory Services
Florida
$2.82M +$2.68M +15,096 New
GFP
465
Gryphon Financial Partners
Ohio
$2.79M +$199K +1,119 +8%
GG
466
GenWealth Group
New Jersey
$2.76M -$74.8K -421 -3%
HPM
467
Hoxton Planning & Management
West Virginia
$2.76M +$2.63M +14,772 New
SVWG
468
Shared Vision Wealth Group
United States
$2.73M +$2.59M +14,599 New
GJIA
469
Glass Jacobson Investment Advisors
Maryland
$2.7M +$7.11K +40 +0.3%
SAW
470
Signal Advisors Wealth
Michigan
$2.7M +$1.39M +7,839 +118%
SAM
471
Sequent Asset Management
Texas
$2.69M +$1.36M +7,674 +114%
SCA
472
Southern Capital Advisors
Tennessee
$2.69M +$90.5K +509 +4%
SCM
473
SOL Capital Management
Maryland
$2.68M -$133K -750 -5%
GWP
474
Gen-Wealth Partners
Michigan
$2.68M +$2.55M +14,340 New
MBI
475
May Barnhard Investments
Maryland
$2.68M -$67.4K -379 -3%
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