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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
501
Ascent Capital Management
Oregon
$2.93M +$162K +807 +6%
GJIA
502
Glass Jacobson Investment Advisors
Maryland
$2.93M -$96.8K -482 -3%
AC
503
Allstate Corporation
Illinois
$2.92M – – –
VT
504
Vise Technologies
New York
$2.91M +$1.92M +9,557 +211%
GB
505
Gunma Bank
Japan
$2.89M -$2.81M -14,000 -50%
AWA
506
A4 Wealth Advisors
North Carolina
$2.87M +$2.79M +13,906 New
TI
507
Truepoint Inc
Ohio
$2.86M +$649K +3,231 +30%
CCA
508
Coign Capital Advisors
Utah
$2.83M +$36.2K +180 +1%
BWA
509
BCU Wealth Advisors
Illinois
$2.82M +$357K +1,778 +15%
EIP
510
Ellis Investment Partners
Pennsylvania
$2.8M +$7.83K +39 +0.3%
SF
511
Synovus Financial
Georgia
$2.77M +$169K +843 +7%
AWM
512
Avior Wealth Management
Nebraska
$2.76M -$47.8K -238 -2%
GWM
513
GSB Wealth Management
Connecticut
$2.76M +$3.62K +18 +0.1%
GCM
514
Gables Capital Management
Florida
$2.75M – – –
PAS
515
PKS Advisory Services
New York
$2.74M +$98K +488 +4%
BAM
516
Brave Asset Management
New Jersey
$2.74M – – –
FWP
517
Forefront Wealth Partners
Texas
$2.7M +$298K +1,486 +13%
SF
518
SWP Financial
California
$2.7M +$103K +514 +4%
AFS
519
AFG Fiduciary Services
Massachusetts
$2.7M -$16.9K -84 -0.6%
GLLW
520
Graves Light Lenhart Wealth
Virginia
$2.69M +$196K +975 +8%
PCH
521
PGIM Custom Harvest
New Jersey
$2.69M -$88.8K -442 -3%
BOH
522
Bank of Hawaii
Hawaii
$2.67M – – –
CA
523
Calton & Associates
Florida
$2.65M -$25.1K -125 -1%
BJL
524
Brighton Jones LLC
Washington
$2.65M +$28.5K +142 +1%
DW
525
Durante & Waters
New York
$2.63M -$10.5M -52,169 -80%
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