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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
451
Independent Financial Group
California
$3.31M +$1.88M +9,919 +144%
SIA
452
Schechter Investment Advisors
Michigan
$3.31M – – –
MYIA
453
Mount Yale Investment Advisors
Colorado
$3.29M -$36.3K -191 -1%
HWM
454
Horizon Wealth Management
Illinois
$3.26M +$3.14M +16,512 New
SAM
455
Sequent Asset Management
Texas
$3.25M +$403K +2,123 +15%
NPT
456
National Philanthropic Trust
Pennsylvania
$3.24M – – –
WCF
457
West Coast Financial
California
$3.23M -$53.4K -281 -2%
PAA
458
Peregrine Asset Advisers
Oregon
$3.22M -$1.14K -6 -0%
FCBT
459
First Citizens Bank & Trust
North Carolina
$3.2M -$297K -1,565 -9%
SVWG
460
Shared Vision Wealth Group
United States
$3.19M +$25.1K +132 +0.8%
FPAS
461
Focus Partners Advisor Solutions
Missouri
$3.18M +$216K +1,137 +8%
TCM
462
Telos Capital Management
California
$3.12M -$19.4K -102 -0.6%
AAS
463
Ameritas Advisory Services
Nebraska
$3.1M -$1.07M -5,643 -26%
TFGT
464
TS Financial Group (TSFG)
Illinois
$3.08M +$41.4K +218 +1%
MCA
465
MSH Capital Advisors
Arizona
$3.08M +$185K +976 +7%
EIP
466
Ellis Investment Partners
Pennsylvania
$3.07M +$93.1K +490 +3%
MSWMA
467
Market Street Wealth Management Advisors
Indiana
$3.07M -$52.2K -275 -2%
CB
468
Cadence Bank
Mississippi
$3.07M +$2.96M +15,581 New
IAG
469
Investment Advisory Group
Massachusetts
$3.06M +$295K +1,553 +11%
GWP
470
Gen-Wealth Partners
Michigan
$3.06M +$145K +761 +5%
OFG
471
Oxford Financial Group
Indiana
$3.05M – – –
SHA
472
Seneca House Advisors
Virginia
$3M +$7.03K +37 +0.2%
TFA
473
Tobias Financial Advisors
Florida
$2.99M -$204K -1,076 -7%
SCA
474
Southern Capital Advisors
Tennessee
$2.98M +$126K +665 +5%
DWA
475
Dorsey Wright & Associates
California
$2.97M -$173K -910 -6%
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