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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
526
Nations Financial Group
Iowa
$3.12M +$28.6K +132 +0.9%
BCMLT
527
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.1M +$2.97M +13,737 +1,425%
GFP
528
Gryphon Financial Partners
Ohio
$3.1M +$65.2K +301 +2%
CCA
529
Coign Capital Advisors
Utah
$3.09M +$136K +630 +4%
LSIA
530
LaSalle St. Investment Advisors
Illinois
$3.08M +$1.24M +5,705 +64%
MBWA
531
Marin Bay Wealth Advisors
California
$3.07M -$23.8K -110 -0.7%
SCA
532
St. Clair Advisors
Ohio
$3.07M -$249K -1,150 -7%
DAS
533
Daybright Advisory Services
Florida
$3.03M -$47.9K -221 -2%
OCA
534
OpenArc Corporate Advisory
Georgia
$3.02M +$74.3K +343 +2%
EFG
535
Ehrlich Financial Group
California
$3.01M -$8.18M -37,761 -73%
GG
536
GenWealth Group
New Jersey
$2.99M -$4.55K -21 -0.1%
AC
537
Allstate Corporation
Illinois
$2.99M – – –
PAS
538
PKS Advisory Services
New York
$2.97M +$27.6M +127,451 +947%
RW
539
Regimen Wealth
Georgia
$2.95M +$345K +1,595 +13%
MSWMA
540
Market Street Wealth Management Advisors
Indiana
$2.95M -$40.1K -185 -1%
NL
541
NWAM LLC
Washington
$2.94M +$77.3K +357 +3%
GWM
542
GSB Wealth Management
Connecticut
$2.94M +$3.03K +14 +0.1%
VPF
543
Vantage Point Financial
Illinois
$2.92M -$632K -2,921 -17%
GJIA
544
Glass Jacobson Investment Advisors
Maryland
$2.91M -$58.5K -270 -2%
CA
545
Calton & Associates
Florida
$2.91M -$128K -591 -4%
AWM
546
Avior Wealth Management
Nebraska
$2.9M +$121K +557 +4%
SC
547
Scotia Capital
Ontario, Canada
$2.89M +$357K +1,649 +14%
GC
548
Guilbault Capital
Louisiana
$2.89M +$100K +463 +4%
HCA
549
Heck Capital Advisors
Wisconsin
$2.89M -$4.23M -19,529 -59%
CAG
550
Crestwood Advisors Group
Massachusetts
$2.89M +$597K +2,755 +25%
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