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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
601
Lynch & Associates
Indiana
$624K -$4.66M -32,899 -87%
KA
602
Kovack Advisors
Florida
$618K -$19.6K -138 -3%
BDF
603
Balasa Dinverno & Foltz
$618K – – –
SG
604
StoneX Group
New York
$617K -$1.76M -12,453 -72%
SBH
605
Segall Bryant & Hamill
Illinois
$615K +$992 +7 +0.1%
CCM
606
Covington Capital Management
California
$613K +$83.2K +587 +14%
CGFA
607
Colton Groome Financial Advisors
North Carolina
$605K -$4.82K -34 -0.7%
CAI
608
Capital Advisors Inc
Oklahoma
$604K +$283 +2 +0%
NL
609
Navalign LLC
California
$599K -$359K -2,534 -35%
CWM
610
ClientFirst Wealth Management
Arkansas
$599K – – –
FWTB
611
First Western Trust Bank
Colorado
$593K – – –
GWS
612
Glassman Wealth Services
Virginia
$588K – – –
MA
613
MKT Advisors
California
$583K -$27.6K -195 -4%
ZCA
614
Zeke Capital Advisors
Pennsylvania
$580K – – –
VVP
615
Venture Visionary Partners
Ohio
$578K -$2.55K -18 -0.4%
SC
616
Saiph Capital
New Jersey
$576K +$220K +1,552 +53%
MPCG
617
Matrix Private Capital Group
New York
$575K +$1.13K +8 +0.2%
FWA
618
FSM Wealth Advisors
Ohio
$571K +$242K +1,708 +63%
KWMG
619
King Wealth Management Group
Florida
$568K – – –
WTC
620
WhitTier Trust Company
Nevada
$568K – – –
SFWC
621
Strategic Family Wealth Counselors
New Jersey
$567K +$18.3K +129 +3%
MG
622
Mather Group
Illinois
$567K +$94.1K +664 +18%
CTC
623
Central Trust Company
Missouri
$566K +$154K +1,090 +33%
HPWM
624
Highland Private Wealth Management
Washington
$561K – – –
SCI
625
S&CO Inc
Massachusetts
$559K – – –
23 24
25
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