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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
476
Morningstar Investment Services
Illinois
$2.59M +$932K +5,116 +56%
LF
477
Lantz Financial
Illinois
$2.54M +$125K +687 +5%
IAG
478
Investment Advisory Group
Massachusetts
$2.54M +$540K +2,966 +27%
AC
479
Allstate Corporation
Illinois
$2.52M +$2.52M +13,851 New
TWM
480
Tolleson Wealth Management
Texas
$2.5M – – –
BJL
481
Brighton Jones LLC
Washington
$2.5M +$5.83K +32 +0.2%
SWA
482
Strategies Wealth Advisors
Michigan
$2.48M +$130K +713 +6%
BOH
483
Bank of Hawaii
Hawaii
$2.47M -$62.5K -343 -2%
SCG
484
Sonata Capital Group
Washington
$2.47M -$17.5K -96 -0.7%
LGW
485
Leslie Global Wealth
Illinois
$2.45M +$2.45M +13,445 New
FRA
486
FFG Retirement Advisors
Colorado
$2.44M +$146K +804 +6%
GCM
487
Gables Capital Management
Florida
$2.43M – – –
PCH
488
PGIM Custom Harvest
New Jersey
$2.42M +$89.1K +489 +4%
DAS
489
Diversify Advisory Services
Utah
$2.42M +$55.9K +307 +2%
BAM
490
Brave Asset Management
New Jersey
$2.41M – – –
HP
491
Holistic Planning
Texas
$2.4M – – –
LA
492
Lane & Associates
New Jersey
$2.4M +$68.3K +375 +3%
TIM
493
Thompson Investment Management
Wisconsin
$2.37M +$29.5K +162 +1%
WCM
494
WealthBridge Capital Management
Ohio
$2.36M -$57.6K -316 -2%
JIC
495
Johnson Investment Counsel
Ohio
$2.34M -$219K -1,201 -9%
SPW
496
Sonoma Private Wealth
California
$2.33M -$28K -154 -1%
SF
497
SWP Financial
California
$2.32M +$35.2K +193 +2%
GWM
498
GSB Wealth Management
Connecticut
$2.28M -$1.09K -6 -0%
CI
499
Conning Inc
Connecticut
$2.27M – – –
MFG
500
Magnus Financial Group
New York
$2.26M +$16K +88 +0.7%
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