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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
501
Sowell Financial Services
Arkansas
$2.25M +$171K +937 +8%
SF
502
Synovus Financial
Georgia
$2.25M -$97.3K -534 -4%
SIC
503
Sigma Investment Counselors
Michigan
$2.24M -$93.1K -511 -4%
SFA
504
Sequoia Financial Advisors
Ohio
$2.22M +$2.19K +12 +0.1%
WFA
505
Wellspring Financial Advisors
Ohio
$2.22M +$4.37K +24 +0.2%
ZIMP
506
Zimmermann Investment Management & Planning
Pennsylvania
$2.21M -$238K -1,309 -10%
RJT
507
Raymond James Trust
Florida
$2.2M +$212K +1,165 +11%
HCC
508
Hirtle Callaghan & Co
Pennsylvania
$2.17M – – –
TIM
509
Total Investment Management
Arizona
$2.17M -$49K -269 -2%
GPWA
510
Great Point Wealth Advisors
Massachusetts
$2.15M – – –
PCMC
511
Private Capital Management (Colorado)
Colorado
$2.11M -$27.5K -151 -1%
WDG
512
Wealth Dimensions Group
Ohio
$2.1M -$9.29K -51 -0.4%
SIC
513
Salem Investment Counselors
North Carolina
$2.1M – – –
CWM
514
Castle Wealth Management
Florida
$2.1M -$57.6K -316 -3%
AG
515
AlTi Global
New York
$2.08M +$546 +3 +0%
AWM
516
Able Wealth Management
New Jersey
$2.06M -$52.1K -286 -2%
FCI
517
Financial Counselors Inc
Kansas
$2.06M +$419K +2,298 +25%
MPW
518
MA Private Wealth
California
$2.04M +$2.04M +11,217 New
EFS
519
Essex Financial Services
Connecticut
$2.04M +$192K +1,056 +11%
RBC
520
Roble Belko & Company
Pennsylvania
$2.04M – – –
TWP
521
Total Wealth Planning
Ohio
$2.03M -$4.01K -22 -0.2%
MWM
522
Mattern Wealth Management
Kansas
$2.02M -$2.55K -14 -0.1%
B
523
Bailard
California
$2.02M -$81.2K -446 -4%
SIC
524
Sterling Investment Counsel
New York
$2M -$28.2K -155 -1%
CC
525
Copperleaf Capital
North Carolina
$2M +$139K +764 +7%
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