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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
526
Johnson Investment Counsel
Ohio
$2.44M +$32.7K +169 +1%
SF
527
SWP Financial
California
$2.44M +$2.13K +11 +0.1%
BJL
528
Brighton Jones LLC
Washington
$2.42M -$256K -1,324 -9%
IAN
529
Integrated Advisors Network
Texas
$2.41M +$2.09M +10,783 +585%
OA
530
Operose Advisors
Wisconsin
$2.4M – – –
CWM
531
Centurion Wealth Management
Virginia
$2.4M – – –
ARC
532
Advisor Resource Council
Texas
$2.38M +$2.42M +12,505 New
TFGT
533
TS Financial Group (TSFG)
Illinois
$2.38M +$387 +2 +0%
GWM
534
GSB Wealth Management
Connecticut
$2.37M -$25K -129 -1%
SIC
535
Sigma Investment Counselors
Michigan
$2.37M -$13.2K -68 -0.5%
SC
536
Scotia Capital
Ontario, Canada
$2.36M +$140K +724 +6%
BFS
537
BridgePort Financial Solutions
Iowa
$2.36M -$2.13K -11 -0.1%
CCA
538
Coign Capital Advisors
Utah
$2.34M +$188K +973 +9%
WCM
539
WealthBridge Capital Management
Ohio
$2.33M -$92.3K -477 -4%
LGW
540
Leslie Global Wealth
Illinois
$2.33M -$46.1K -238 -2%
BBHC
541
Brown Brothers Harriman & Co
New York
$2.31M -$163K -840 -6%
SWA
542
Strategies Wealth Advisors
Michigan
$2.3M -$4.84K -25 -0.2%
GLLW
543
Graves Light Lenhart Wealth
Virginia
$2.3M – – –
WFA
544
Wellspring Financial Advisors
Ohio
$2.29M -$50.9K -263 -2%
GPWA
545
Great Point Wealth Advisors
Massachusetts
$2.29M – – –
MPW
546
MA Private Wealth
California
$2.28M +$3.48K +18 +0.2%
DAS
547
Diversify Advisory Services
Utah
$2.26M +$207K +1,070 +10%
HP
548
Holistic Planning
Texas
$2.25M -$34.1K -176 -1%
SPAS
549
Spectrum Planning & Advisory Services
California
$2.25M -$1.79M -9,236 -44%
CL
550
CLG LLC
California
$2.25M -$106K -547 -4%
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