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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
476
Centaurus Financial
California
$4.2M +$1.42M +6,335 +52%
PWM
477
Pines Wealth Management
North Carolina
$4.18M +$25.2K +113 +0.6%
BFG
478
Beto Financial Group
Idaho
$4.17M -$1.09M -4,898 -21%
AFG
479
Atomi Financial Group
New York
$4.16M -$202K -905 -5%
SIA
480
Sage Investment Advisers
New York
$4.14M +$156K +699 +4%
BW
481
Blalock Williams
Alabama
$4.14M -$753K -3,372 -16%
SA
482
SFI Advisors
New Jersey
$4.14M -$117K -525 -3%
TCIIS
483
TIAA-CREF Individual & Institutional Services
New York
$4.12M +$60.1K +269 +2%
AWA
484
Alta Wealth Advisors
Massachusetts
$4.1M +$148K +662 +4%
ADL
485
Asset Dedication LLC
California
$4.08M +$214K +957 +6%
BFS
486
Bare Financial Services
Pennsylvania
$4.05M – – –
PAS
487
PKS Advisory Services
New York
$4.05M -$27.5M -123,082 -87%
CCFM
488
Clear Creek Financial Management
Washington
$4.05M +$529K +2,369 +15%
VFA
489
Valeo Financial Advisors
Indiana
$4.04M -$22.6K -101 -0.6%
WWM
490
Western Wealth Management
Colorado
$4.01M -$159K -711 -4%
DWT
491
Dorsey & Whitney Trust
South Dakota
$4M -$78.6K -352 -2%
PFA
492
Pinnacle Family Advisors
Missouri
$3.99M -$78.4K -351 -2%
MFG
493
Magnus Financial Group
New York
$3.96M -$63.2K -283 -2%
GAM
494
Gemmer Asset Management
California
$3.91M -$21K -94 -0.5%
XPN
495
XY Planning Network
Montana
$3.9M -$492K -2,202 -11%
HDIM
496
Hanson & Doremus Investment Management
Vermont
$3.87M +$3.81M +17,050 New
LIA
497
LifePlan Investment Advisors
North Carolina
$3.84M -$967K -4,329 -20%
EWM
498
Evercore Wealth Management
New York
$3.78M -$6.92K -31 -0.2%
RWM
499
Ritholtz Wealth Management
New York
$3.77M -$195K -875 -5%
IFG
500
Independent Financial Group
California
$3.77M +$241K +1,077 +7%
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