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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
526
Brighton Jones LLC
Washington
$2.48M -$6.71K -36 -0.3%
TFGT
527
TS Financial Group (TSFG)
Illinois
$2.46M +$20.1K +108 +0.9%
SF
528
Synovus Financial
Georgia
$2.46M +$438K +2,354 +23%
OA
529
Operose Advisors
Wisconsin
$2.46M -$6.89K -37 -0.3%
SF
530
SWP Financial
California
$2.45M -$49.9K -268 -2%
SIC
531
Sigma Investment Counselors
Michigan
$2.43M – – –
RW
532
Regimen Wealth
Georgia
$2.39M +$849K +4,560 +59%
WCM
533
WealthBridge Capital Management
Ohio
$2.38M -$8.57K -46 -0.4%
GLLW
534
Graves Light Lenhart Wealth
Virginia
$2.35M – – –
WFA
535
Wellspring Financial Advisors
Ohio
$2.35M +$4.28K +23 +0.2%
SC
536
Scotia Capital
Ontario, Canada
$2.33M -$80.5K -432 -3%
CCFM
537
Clear Creek Financial Management
Washington
$2.33M +$300K +1,611 +16%
HP
538
Holistic Planning
Texas
$2.33M +$14.3K +77 +0.7%
BWA
539
BCU Wealth Advisors
Illinois
$2.32M +$715K +3,840 +48%
CL
540
CLG LLC
California
$2.31M +$5.96K +32 +0.3%
TPWA
541
TRUE Private Wealth Advisors
Oregon
$2.27M -$362K -1,944 -14%
TCA
542
Transcend Capital Advisors
New Jersey
$2.27M +$413K +2,219 +24%
AG
543
AlTi Global
New York
$2.24M – – –
WDG
544
Wealth Dimensions Group
Ohio
$2.24M +$54.2K +291 +3%
PWM
545
Partners Wealth Management
California
$2.23M – – –
FWP
546
Forefront Wealth Partners
Texas
$2.23M +$593K +3,182 +38%
MBI
547
May Barnhard Investments
Maryland
$2.22M +$6.33K +34 +0.3%
TIM
548
Total Investment Management
Arizona
$2.21M +$1.49K +8 +0.1%
RBC
549
Roble Belko & Company
Pennsylvania
$2.2M – – –
BIG
550
Brookwood Investment Group
Arizona
$2.2M +$419K +2,251 +25%
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