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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
551
Wellspring Financial Advisors
Ohio
$3M +$893 +4 +0%
MAS
552
MPWM Advisory Solutions
Georgia
$2.99M +$213K +954 +8%
MSWMA
553
Market Street Wealth Management Advisors
Indiana
$2.99M -$179K -800 -6%
BAM
554
Brave Asset Management
New Jersey
$2.99M -$20.1K -90 -0.7%
GG
555
GenWealth Group
New Jersey
$2.94M -$272K -1,218 -9%
GJIA
556
Glass Jacobson Investment Advisors
Maryland
$2.93M -$194K -868 -6%
PE
557
PCM Encore
Colorado
$2.93M -$656K -2,936 -19%
CS
558
Capital Square
Tennessee
$2.92M +$237K +1,061 +9%
HCA
559
Heck Capital Advisors
Wisconsin
$2.9M -$201K -900 -7%
GLLW
560
Graves Light Lenhart Wealth
Virginia
$2.88M -$31.3K -140 -1%
PWM
561
Partners Wealth Management
California
$2.88M +$175K +784 +7%
GC
562
Guilbault Capital
Louisiana
$2.88M -$226K -1,014 -7%
TWP
563
Tempus Wealth Planning
California
$2.85M +$333K +1,490 +13%
FWA
564
Flagship Wealth Advisors
Massachusetts
$2.84M +$687K +3,074 +33%
EIP
565
Ellis Investment Partners
Pennsylvania
$2.83M +$7.59K +34 +0.3%
CA
566
Calton & Associates
Florida
$2.83M -$295K -1,321 -10%
AG
567
AlTi Global
New York
$2.82M +$136K +610 +5%
FWP
568
Forefront Wealth Partners
Texas
$2.82M -$936K -4,189 -25%
CWM
569
Curtis Wealth Management
Nevada
$2.81M -$772K -3,456 -22%
YWM
570
Yukon Wealth Management
Kansas
$2.8M +$257K +1,149 +10%
CAM
571
Concorde Asset Management
Michigan
$2.79M -$300K -1,345 -10%
EI
572
EFG International
$2.76M +$21.7K +97 +0.8%
AFS
573
AFG Fiduciary Services
Massachusetts
$2.76M -$27.5K -123 -1%
1CP
574
17 Capital Partners
Arizona
$2.76M +$275K +1,231 +11%
SIC
575
Sigma Investment Counselors
Michigan
$2.73M -$68.1K -305 -2%
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