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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
501
Allstate Corporation
Illinois
$2.76M -$1.12M -6,000 -30%
SC
502
SouthState Corp
Florida
$2.76M +$1.03M +5,518 +64%
BFS
503
BridgePort Financial Solutions
Iowa
$2.75M +$321K +1,723 +14%
FFA
504
First Foundation Advisors
California
$2.69M +$1.06M +5,689 +71%
BIG
505
Bush Investment Group
Georgia
$2.67M +$107K +573 +4%
SAM
506
Sequent Asset Management
Texas
$2.67M -$16K -86 -0.6%
AWM
507
Avior Wealth Management
Nebraska
$2.66M -$22K -118 -0.9%
CCA
508
Coign Capital Advisors
Utah
$2.64M +$228K +1,223 +10%
LIA
509
LifePlan Investment Advisors
North Carolina
$2.64M +$399K +2,142 +19%
EIP
510
Ellis Investment Partners
Pennsylvania
$2.64M +$58.9K +316 +2%
PCH
511
PGIM Custom Harvest
New Jersey
$2.63M -$185K -991 -7%
ACM
512
Ascent Capital Management
Oregon
$2.61M +$467K +2,507 +23%
GWM
513
GSB Wealth Management
Connecticut
$2.61M +$165K +884 +7%
GCM
514
Gables Capital Management
Florida
$2.6M – – –
NFG
515
Nations Financial Group
Iowa
$2.59M +$48.2K +259 +2%
BAM
516
Brave Asset Management
New Jersey
$2.59M -$2.05K -11 -0.1%
AFS
517
AFG Fiduciary Services
Massachusetts
$2.59M -$134K -720 -5%
FWA
518
Flagship Wealth Advisors
Massachusetts
$2.58M -$168K -901 -6%
PPC
519
Park Place Capital
Alabama
$2.55M -$1.35M -7,246 -36%
RIM
520
Redwood Investment Management
Arizona
$2.54M +$920K +4,938 +61%
CA
521
Calton & Associates
Florida
$2.54M +$2.42M +12,977 New
ICP
522
Interchange Capital Partners
Pennsylvania
$2.53M +$376K +2,021 +18%
BOH
523
Bank of Hawaii
Hawaii
$2.53M -$24.4K -131 -1%
PAS
524
PKS Advisory Services
New York
$2.5M -$65.2K -350 -3%
BW
525
Blalock Williams
Alabama
$2.48M +$482K +2,590 +26%
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