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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
501
Opal Wealth Advisors
New York
$1.24M +$630K +4,413 +106%
CF
502
Centaurus Financial
California
$1.24M +$837K +5,860 +216%
DW
503
Domani Wealth
Pennsylvania
$1.24M – – –
BWM
504
BigSur Wealth Management
Florida
$1.23M – – –
CB
505
Commerce Bank
Missouri
$1.23M +$72.5K +508 +6%
EE
506
EWG Elevate
California
$1.23M +$382K +2,674 +46%
FCFC
507
First Commonwealth Financial Corp
Pennsylvania
$1.22M +$9.14K +64 +0.8%
WFA
508
Woodward Financial Advisors
North Carolina
$1.21M – – –
LC
509
LTG Capital
Massachusetts
$1.21M +$831K +5,820 +233%
PFA
510
Professional Financial Advisors
Nebraska
$1.21M +$1.19M +8,318 New
LBC
511
Lowe Brockenbrough & Co
Virginia
$1.21M – – –
TC
512
Trilogy Capital
California
$1.2M -$159K -1,115 -12%
CL
513
Choreo LLC
Illinois
$1.19M +$2.57K +18 +0.2%
SDWMA
514
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.19M +$79.5K +557 +7%
WPC
515
White Pine Capital
Minnesota
$1.18M -$6.42K -45 -0.5%
EIA
516
Eldridge Investment Advisors
New Hampshire
$1.18M +$31.4K +220 +3%
CIR
517
Clear Investment Research
Georgia
$1.16M -$34.1K -239 -3%
MBT
518
Montecito Bank & Trust
California
$1.16M +$85.7K +600 +8%
HH
519
Hilltop Holdings
Texas
$1.16M -$1.37M -9,607 -55%
CA
520
CoreCap Advisors
Michigan
$1.15M +$720K +5,040 +173%
SAG
521
SageView Advisory Group
California
$1.13M +$1.11M +7,774 New
SAM
522
Sequent Asset Management
Texas
$1.12M +$42.5K +298 +4%
9WM
523
9258 Wealth Management
Ohio
$1.11M -$106K -746 -9%
SAM
524
Smithbridge Asset Management
Pennsylvania
$1.11M -$14.6K -102 -1%
KF
525
Krilogy Financial
Missouri
$1.1M +$143 +1 +0%
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