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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
526
PKS Advisory Services
New York
$2.5M -$65.2K -350 -3%
BW
527
Blalock Williams
Alabama
$2.48M +$482K +2,590 +26%
BJL
528
Brighton Jones LLC
Washington
$2.48M -$6.71K -36 -0.3%
TFGT
529
TS Financial Group (TSFG)
Illinois
$2.46M +$20.1K +108 +0.9%
SF
530
Synovus Financial
Georgia
$2.46M +$438K +2,354 +23%
OA
531
Operose Advisors
Wisconsin
$2.46M -$6.89K -37 -0.3%
SF
532
SWP Financial
California
$2.45M -$49.9K -268 -2%
SIC
533
Sigma Investment Counselors
Michigan
$2.43M – – –
RW
534
Regimen Wealth
Georgia
$2.39M +$849K +4,560 +59%
WCM
535
WealthBridge Capital Management
Ohio
$2.38M -$8.57K -46 -0.4%
GLLW
536
Graves Light Lenhart Wealth
Virginia
$2.35M – – –
WFA
537
Wellspring Financial Advisors
Ohio
$2.35M +$4.28K +23 +0.2%
SC
538
Scotia Capital
Ontario, Canada
$2.33M -$80.5K -432 -3%
CCFM
539
Clear Creek Financial Management
Washington
$2.33M +$300K +1,611 +16%
HP
540
Holistic Planning
Texas
$2.33M +$14.3K +77 +0.7%
BWA
541
BCU Wealth Advisors
Illinois
$2.32M +$715K +3,840 +48%
CL
542
CLG LLC
California
$2.31M +$5.96K +32 +0.3%
TPWA
543
TRUE Private Wealth Advisors
Oregon
$2.27M -$362K -1,944 -14%
TCA
544
Transcend Capital Advisors
New Jersey
$2.27M +$413K +2,219 +24%
AG
545
AlTi Global
New York
$2.24M – – –
WDG
546
Wealth Dimensions Group
Ohio
$2.24M +$54.2K +291 +3%
PWM
547
Partners Wealth Management
California
$2.23M – – –
FWP
548
Forefront Wealth Partners
Texas
$2.23M +$593K +3,182 +38%
MBI
549
May Barnhard Investments
Maryland
$2.22M +$6.33K +34 +0.3%
TIM
550
Total Investment Management
Arizona
$2.21M +$1.49K +8 +0.1%
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