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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
551
NWAM LLC
Washington
$2.94M -$668K -3,186 -19%
CWA
552
Clearview Wealth Advisors
Oregon
$2.93M +$797K +3,805 +38%
MHS
553
M Holdings Securities
Oregon
$2.93M +$2.89M +13,811 New
CFS
554
Commonwealth Financial Services
West Virginia
$2.87M +$214K +1,019 +8%
PAS
555
PKS Advisory Services
New York
$2.85M +$41.7K +199 +2%
MWA
556
Merkkuri Wealth Advisors
New York
$2.83M +$702K +3,349 +33%
GCM
557
Gables Capital Management
Florida
$2.83M – – –
PCH
558
PGIM Custom Harvest
New Jersey
$2.82M +$56.6K +270 +2%
BAM
559
Brave Asset Management
New Jersey
$2.81M -$1.68K -8 -0.1%
GC
560
Guilbault Capital
Louisiana
$2.8M +$2.77M +13,219 New
AWM
561
Avior Wealth Management
Nebraska
$2.8M -$37.1K -177 -1%
GLLW
562
Graves Light Lenhart Wealth
Virginia
$2.76M +$210 +1 +0%
BOH
563
Bank of Hawaii
Hawaii
$2.74M – – –
WCM
564
WealthTrak Capital Management
Virginia
$2.73M +$875K +4,176 +48%
WFA
565
Wellspring Financial Advisors
Ohio
$2.73M +$171K +816 +7%
SPI
566
Sutton Place Investors
New York
$2.72M +$599K +2,858 +29%
CCFM
567
Clear Creek Financial Management
Washington
$2.71M +$160K +762 +6%
EIP
568
Ellis Investment Partners
Pennsylvania
$2.7M -$178K -849 -6%
SIA
569
SeaBridge Investment Advisors
New Jersey
$2.69M – – –
OA
570
Operose Advisors
Wisconsin
$2.68M +$15.1K +72 +0.6%
RCM
571
Raleigh Capital Management
North Carolina
$2.66M +$707K +3,374 +37%
CCM
572
Coldstream Capital Management
Washington
$2.65M +$279K +1,330 +12%
VWM
573
Venturi Wealth Management
Texas
$2.65M +$40.4K +193 +2%
FWA
574
Flagship Wealth Advisors
Massachusetts
$2.65M +$202K +962 +8%
SIC
575
Sigma Investment Counselors
Michigan
$2.63M – – –
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