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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
576
Plan Group Financial
Oklahoma
$1.77M +$1.48M +8,326 +720%
BWP
577
Bernardo Wealth Planning
Pennsylvania
$1.76M -$1.24K -7 -0.1%
PIMG
578
Patriot Investment Management Group
Tennessee
$1.73M -$711 -4 -0%
UAG
579
United Advisor Group
Ohio
$1.72M +$1.38M +7,746 +522%
S
580
Sachetta
Massachusetts
$1.72M +$711 +4 +0%
CWA
581
Clearview Wealth Advisors
Oregon
$1.71M +$1.63M +9,148 New
MWM
582
Maripau Wealth Management
Indiana
$1.71M +$1.62M +9,135 New
KFAA
583
Klaas Financial Asset Advisors
Illinois
$1.7M +$178 +1 +0%
MIS
584
Morningstar Investment Services
Illinois
$1.7M +$1.62M +9,110 New
AWM
585
Axxcess Wealth Management
California
$1.69M +$491K +2,762 +44%
TFG
586
Taylor Financial Group
Virginia
$1.69M +$25.8K +145 +2%
GT
587
Glenview Trust
Kentucky
$1.69M -$27.6K -155 -2%
SA
588
SpiderRock Advisors
Delaware
$1.69M +$1.65M +9,278 New
FCI
589
Financial Counselors Inc
Kansas
$1.68M -$208K -1,168 -11%
PAMG
590
Patton Albertson Miller Group
Tennessee
$1.67M +$641K +3,607 +67%
ACM
591
Advisors Capital Management
New Jersey
$1.67M +$95.8K +539 +6%
CFO
592
Custos Family Office
Texas
$1.67M -$9.78K -55 -0.6%
PA
593
PFG Advisors
Arizona
$1.65M +$1.32M +7,407 +513%
PSA
594
Plum Street Advisors
Louisiana
$1.64M -$143K -805 -9%
CB
595
Commerce Bank
Missouri
$1.62M – – –
MFT
596
Moisand Fitzgerald Tamayo
Florida
$1.62M -$47.5K -267 -3%
GWP
597
Gateway Wealth Partners
Wisconsin
$1.61M +$1.54M +8,645 New
VWM
598
Venturi Wealth Management
Texas
$1.61M +$1.29M +7,282 +541%
OA
599
Operose Advisors
Wisconsin
$1.6M +$1.52M +8,579 New
FFM
600
Forum Financial Management
Illinois
$1.59M -$13.3K -75 -0.9%
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