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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
451
Magnus Financial Group
New York
$4.42M -$439K -2,095 -9%
MWM
452
Mosley Wealth Management
California
$4.39M +$4.42M +21,077 New
HIA
453
Harbor Investment Advisory
Maryland
$4.37M +$59.5K +284 +1%
HCM
454
Hudson Capital Management
New Jersey
$4.36M +$193K +921 +5%
HNH
455
Hopwood Nicholas Hunter
$4.36M +$4.31M +20,552 New
CRI
456
Commonwealth Retirement Investments
Virginia
$4.35M +$1.24M +5,907 +40%
SCA
457
Southern Capital Advisors
Tennessee
$4.34M +$155K +738 +4%
FFA
458
First Foundation Advisors
California
$4.33M +$701K +3,345 +20%
BW
459
Blalock Williams
Alabama
$4.32M +$1.27M +6,082 +43%
FMWA
460
Forvis Mazars Wealth Advisors
Missouri
$4.31M -$111K -532 -3%
WB
461
WesBanco Bank
West Virginia
$4.31M -$202K -965 -5%
MG
462
Mather Group
Illinois
$4.29M +$790K +3,769 +23%
SCTC
463
Sanibel Captiva Trust Company
Florida
$4.29M +$206K +984 +5%
GEA
464
Glen Eagle Advisors
New Jersey
$4.28M -$184K -879 -4%
OCFG
465
O'Connor Financial Group
Illinois
$4.23M -$25.8K -123 -0.6%
MCA
466
MSH Capital Advisors
Arizona
$4.22M +$339K +1,618 +9%
VA
467
Valor Advisors
Florida
$4.19M +$4.14M +19,772 New
WAS
468
Wealth Advisory Solutions
Indiana
$4.17M -$96.2K -459 -2%
MFC
469
Morris Financial Concepts
South Carolina
$4.16M -$25.1K -120 -0.6%
PB
470
Pinnacle Bancorp
Nebraska
$4.13M – – –
BWA
471
BCU Wealth Advisors
Illinois
$4.12M +$1.21M +5,765 +42%
VFA
472
Valeo Financial Advisors
Indiana
$4.1M -$2.93K -14 -0.1%
AC
473
AlphaCore Capital
California
$4.05M +$162K +773 +4%
HWA
474
Heritage Wealth Advisors
Virginia
$4.04M +$3.99M +19,058 New
BCM
475
BTC Capital Management
Iowa
$4.04M – – –
17 18
19
20 21