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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
601
Briggs Advisory Group
Rhode Island
$629K – – –
PA
602
Prism Advisors
California
$626K – – –
LA
603
Lynch & Associates
Indiana
$624K -$4.66M -32,899 -87%
KA
604
Kovack Advisors
Florida
$618K -$19.6K -138 -3%
BDF
605
Balasa Dinverno & Foltz
$618K – – –
SG
606
StoneX Group
New York
$617K -$1.76M -12,453 -72%
SBH
607
Segall Bryant & Hamill
Illinois
$615K +$992 +7 +0.1%
CCM
608
Covington Capital Management
California
$613K +$83.2K +587 +14%
CGFA
609
Colton Groome Financial Advisors
North Carolina
$605K -$4.82K -34 -0.7%
CAI
610
Capital Advisors Inc
Oklahoma
$604K +$283 +2 +0%
NL
611
Navalign LLC
California
$599K -$359K -2,534 -35%
CWM
612
ClientFirst Wealth Management
Arkansas
$599K – – –
FWTB
613
First Western Trust Bank
Colorado
$593K – – –
GWS
614
Glassman Wealth Services
Virginia
$588K – – –
MA
615
MKT Advisors
California
$583K -$27.6K -195 -4%
ZCA
616
Zeke Capital Advisors
Pennsylvania
$580K – – –
VVP
617
Venture Visionary Partners
Ohio
$578K -$2.55K -18 -0.4%
SC
618
Saiph Capital
New Jersey
$576K +$220K +1,552 +53%
MPCG
619
Matrix Private Capital Group
New York
$575K +$1.13K +8 +0.2%
FWA
620
FSM Wealth Advisors
Ohio
$571K +$242K +1,708 +63%
KWMG
621
King Wealth Management Group
Florida
$568K – – –
WTC
622
WhitTier Trust Company
Nevada
$568K – – –
SFWC
623
Strategic Family Wealth Counselors
New Jersey
$567K +$18.3K +129 +3%
MG
624
Mather Group
Illinois
$567K +$94.1K +664 +18%
CTC
625
Central Trust Company
Missouri
$566K +$154K +1,090 +33%
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