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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
626
Boston Family Office
Massachusetts
$738K – – –
OPS
627
Orion Portfolio Solutions
Nebraska
$728K +$191K +1,339 +36%
CCB
628
Country Club Bank
Missouri
$727K -$698K -4,891 -49%
BFAG
629
Blackston Financial Advisory Group
Florida
$725K -$22.1K -155 -3%
FT
630
Fiduciary Trust
Massachusetts
$723K – – –
IWA
631
Inspirion Wealth Advisors
Illinois
$723K -$56.7K -397 -7%
NEPWA
632
New England Private Wealth Advisors
Massachusetts
$721K +$1.71K +12 +0.2%
BAG
633
Briggs Advisory Group
Rhode Island
$710K – – –
PA
634
Prism Advisors
California
$706K – – –
AF
635
Affiance Financial
Minnesota
$706K +$694K +4,864 New
PCIA
636
Prime Capital Investment Advisors
Kansas
$705K +$374K +2,618 +117%
S
637
SignatureFD
Georgia
$690K +$113K +789 +20%
MA
638
MKT Advisors
California
$690K – – –
TWM
639
Thrive Wealth Management
Pennsylvania
$688K -$548K -3,839 -45%
FA
640
Fiduciary Alliance
South Carolina
$675K +$664K +4,653 New
CAI
641
Capital Advisors Inc
Oklahoma
$669K – – –
GWS
642
Glassman Wealth Services
Virginia
$664K – – –
SWA
643
Stratos Wealth Advisors
Ohio
$656K +$45K +315 +7%
ZCA
644
Zeke Capital Advisors
Pennsylvania
$654K – – –
RWA
645
Ropes Wealth Advisors
Massachusetts
$654K +$643K +4,507 New
AWA
646
Arete Wealth Advisors
Illinois
$654K +$48.7K +341 +8%
BONH
647
Bank of New Hampshire
New Hampshire
$653K -$286K -2,000 -31%
MMHP
648
Murphy Middleton Hinkle & Parker
Georgia
$650K -$62K -434 -9%
MSWM
649
McGlone Suttner Wealth Management
Wisconsin
$649K +$638K +4,472 New
MPCG
650
Matrix Private Capital Group
New York
$649K – – –
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