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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
451
Diversified Trust
Tennessee
$3.38M +$3.03M +15,674 +766%
IWM
452
IHT Wealth Management
Illinois
$3.36M -$9.3M -48,068 -73%
KV
453
Kickstand Ventures
New York
$3.35M +$617K +3,187 +22%
SWP
454
SIMA Wealth Partners
Virginia
$3.32M -$42.2K -218 -1%
OFG
455
Oxford Financial Group
Indiana
$3.32M +$180K +928 +6%
RB
456
Renasant Bank
Mississippi
$3.32M -$334K -1,726 -9%
SCA
457
Southern Capital Advisors
Tennessee
$3.32M +$447K +2,312 +15%
DADC
458
D.A. Davidson & Co
Montana
$3.31M -$63.5K -328 -2%
CC
459
Copperleaf Capital
North Carolina
$3.31M +$1.11M +5,716 +49%
WCF
460
West Coast Financial
California
$3.3M +$168K +868 +5%
BAM
461
Belpointe Asset Management
Nevada
$3.29M -$269K -1,391 -7%
VFA
462
Valeo Financial Advisors
Indiana
$3.29M +$8.51K +44 +0.3%
AI
463
Atom Investors
Texas
$3.28M +$3.33M +17,225 New
QCM
464
Quantinno Capital Management
New York
$3.28M +$1.45M +7,478 +77%
NPT
465
National Philanthropic Trust
Pennsylvania
$3.27M +$146K +753 +5%
MFC
466
Morris Financial Concepts
South Carolina
$3.27M -$37.9K -196 -1%
PFA
467
Pinnacle Family Advisors
Missouri
$3.26M +$83.4K +431 +3%
SFWA
468
Summit Financial Wealth Advisors
Louisiana
$3.26M -$4.64K -24 -0.1%
SIA
469
Schechter Investment Advisors
Michigan
$3.26M +$58.8K +304 +2%
TCM
470
Telos Capital Management
California
$3.24M +$182K +940 +6%
MFG
471
Magnus Financial Group
New York
$3.23M +$417K +2,157 +15%
EWM
472
Evercore Wealth Management
New York
$3.21M -$102K -525 -3%
GWP
473
Gateway Wealth Partners
Wisconsin
$3.17M +$1.05M +5,451 +49%
MLA
474
My Legacy Advisors
Oregon
$3.16M +$1M +5,170 +45%
BIM
475
Bridges Investment Management
Nebraska
$3.15M -$54.2K -280 -2%
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