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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
TWCA
576
Two West Capital Advisors
Kansas
$2.55M +$161K +743 +7%
EI
577
EFG International
$2.55M +$1.69M +7,787 +182%
UFA
578
Unify Financial Advisors
Florida
$2.54M +$595K +2,747 +30%
GPWA
579
Great Point Wealth Advisors
Massachusetts
$2.53M – – –
WCM
580
WealthBridge Capital Management
Ohio
$2.52M -$2.81K -13 -0.1%
PWM
581
Partners Wealth Management
California
$2.51M +$34.9K +161 +1%
GS
582
GWN Securities
Florida
$2.51M -$30.5K -141 -1%
AIA
583
Accelerate Investment Advisors
California
$2.5M +$60.6K +280 +2%
BIG
584
Brookwood Investment Group
Arizona
$2.5M +$38.1K +176 +2%
AG
585
AlTi Global
New York
$2.5M +$78.6K +363 +3%
BDWCC
586
B&D White Capital Company
Texas
$2.47M -$71.2K -329 -3%
WP
587
Westmount Partners
California
$2.47M +$1.13M +5,207 +80%
SCG
588
Sonata Capital Group
Washington
$2.46M +$453K +2,093 +22%
AC
589
Apella Capital
Connecticut
$2.46M +$253K +1,170 +12%
DSA
590
Davis Selected Advisers
Arizona
$2.45M -$25M -115,429 -91%
TPWA
591
TRUE Private Wealth Advisors
Oregon
$2.45M -$12.8K -59 -0.5%
SFG
592
Sovereign Financial Group
Connecticut
$2.45M -$589K -2,722 -19%
BIM
593
Bridges Investment Management
Nebraska
$2.44M -$110K -510 -4%
SPW
594
Sonoma Private Wealth
California
$2.41M +$430K +1,987 +21%
SAM
595
Smartleaf Asset Management
Massachusetts
$2.41M +$107K +493 +4%
BMCM
596
Bryn Mawr Capital Management
Pennsylvania
$2.41M -$14.5K -67 -0.6%
MBI
597
May Barnhard Investments
Maryland
$2.4M -$7.79K -36 -0.3%
RCM
598
Raleigh Capital Management
North Carolina
$2.39M -$259K -1,197 -10%
GSWM
599
Golden State Wealth Management
California
$2.38M +$1.04M +4,800 +74%
RBC
600
Roble Belko & Company
Pennsylvania
$2.37M – – –
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