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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
576
Fortitude Family Office
Arizona
$2.13M +$2.07M +10,300 New
GS
577
GWN Securities
Florida
$2.13M +$16.9K +84 +0.8%
WT
578
Whittier Trust
California
$2.12M -$24.3K -121 -1%
TP
579
Tranquility Partners
Tennessee
$2.11M +$2.41K +12 +0.1%
LGW
580
Leslie Global Wealth
Illinois
$2.11M -$2.91M -14,500 -59%
BIG
581
Brookwood Investment Group
Arizona
$2.11M -$206K -1,027 -9%
CB
582
Commerce Bank
Missouri
$2.1M +$41K +204 +2%
FAIM
583
Financial Advocates Investment Management
Washington
$2.1M -$9.88M -49,173 -83%
EFS
584
Essex Financial Services
Connecticut
$2.1M +$15.7K +78 +0.8%
DWS
585
Discipline Wealth Solutions
South Carolina
$2.1M +$590K +2,938 +41%
UAG
586
United Advisor Group
Ohio
$2.09M +$153K +764 +8%
AWM
587
Able Wealth Management
New Jersey
$2.09M -$12.3K -61 -0.6%
SFG
588
Sovereign Financial Group
Connecticut
$2.08M +$405K +2,014 +25%
FCFC
589
First Commonwealth Financial Corp
Pennsylvania
$2.07M +$150K +746 +8%
CWA
590
Clearview Wealth Advisors
Oregon
$2.07M +$132K +656 +7%
MWA
591
Merkkuri Wealth Advisors
New York
$2.07M +$42.8K +213 +2%
BOA
592
Birnam Oak Advisors
New York
$2.07M – – –
SPI
593
Sutton Place Investors
New York
$2.06M +$94.8K +472 +5%
NA
594
Nottingham Advisors
New York
$2.05M -$24.9K -124 -1%
HH
595
Hilltop Holdings
Texas
$2.05M -$42.4K -211 -2%
SPW
596
Sonoma Private Wealth
California
$2.05M -$45.2K -225 -2%
CWM
597
Castle Wealth Management
Florida
$2.04M -$30.5K -152 -2%
HCC
598
Hirtle Callaghan & Co
Pennsylvania
$2.03M -$57.8K -288 -3%
NFP
599
NorthLanding Financial Partners
New York
$2M +$2.61K +13 +0.1%
PPC
600
Park Place Capital
Alabama
$1.99M -$655K -3,263 -25%
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