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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
501
LifePlan Investment Advisors
North Carolina
$3.64M +$228K +1,087 +7%
PE
502
PCM Encore
Colorado
$3.56M +$3.52M +16,785 New
EL
503
EQ LLC
Washington
$3.56M +$1M +4,779 +40%
NPT
504
National Philanthropic Trust
Pennsylvania
$3.55M +$70K +334 +2%
VPF
505
Vantage Point Financial
Illinois
$3.55M +$1.76M +8,416 +101%
GPW
506
Gray Private Wealth
Massachusetts
$3.54M -$147K -700 -4%
EWM
507
Evercore Wealth Management
New York
$3.53M -$629 -3 -0%
SWP
508
SIMA Wealth Partners
Virginia
$3.51M -$76.1K -363 -2%
IAS
509
Integrity Advisory Solutions
Texas
$3.48M +$1.23M +5,854 +55%
SIA
510
Stegner Investment Associates
Kentucky
$3.46M +$10.3K +49 +0.3%
WWM
511
Western Wealth Management
Colorado
$3.46M -$47.6K -227 -1%
CF
512
Centaurus Financial
California
$3.43M +$111K +529 +3%
IWM
513
IHT Wealth Management
Illinois
$3.41M -$111K -531 -3%
DADC
514
D.A. Davidson & Co
Montana
$3.39M -$98.3K -469 -3%
IFG
515
Independent Financial Group
California
$3.38M +$143K +684 +4%
FWA
516
FORM Wealth Advisors
Wisconsin
$3.37M +$3.33M +15,892 New
SCM
517
SOL Capital Management
Maryland
$3.36M +$17.8K +85 +0.5%
MT
518
Midwest Trust
Kansas
$3.36M -$70.4K -336 -2%
SCA
519
St. Clair Advisors
Ohio
$3.32M – – –
SIAS
520
Summit Investment Advisory Services
Minnesota
$3.32M +$53.4K +255 +2%
FWP
521
Forefront Wealth Partners
Texas
$3.31M +$531K +2,533 +19%
NWM
522
Nolet Wealth Management
Texas
$3.27M +$3.23M +15,425 New
NAAA
523
New Age Alpha Advisors
New York
$3.25M +$713K +3,403 +29%
PAA
524
Peregrine Asset Advisers
Oregon
$3.25M -$43.6K -208 -1%
SHA
525
Seneca House Advisors
Virginia
$3.24M +$419 +2 +0%
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