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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
626
SBK Financial
Virginia
$745K – – –
CAM
627
Concorde Asset Management
Michigan
$739K -$285K -1,998 -28%
BFO
628
Boston Family Office
Massachusetts
$738K – – –
OPS
629
Orion Portfolio Solutions
Nebraska
$728K +$191K +1,339 +36%
CCB
630
Country Club Bank
Missouri
$727K -$698K -4,891 -49%
BFAG
631
Blackston Financial Advisory Group
Florida
$725K -$22.1K -155 -3%
FT
632
Fiduciary Trust
Massachusetts
$723K – – –
IWA
633
Inspirion Wealth Advisors
Illinois
$723K -$56.7K -397 -7%
NEPWA
634
New England Private Wealth Advisors
Massachusetts
$721K +$1.71K +12 +0.2%
BAG
635
Briggs Advisory Group
Rhode Island
$710K – – –
PA
636
Prism Advisors
California
$706K – – –
AF
637
Affiance Financial
Minnesota
$706K +$694K +4,864 New
PCIA
638
Prime Capital Investment Advisors
Kansas
$705K +$374K +2,618 +117%
S
639
SignatureFD
Georgia
$690K +$113K +789 +20%
MA
640
MKT Advisors
California
$690K – – –
TWM
641
Thrive Wealth Management
Pennsylvania
$688K -$548K -3,839 -45%
FA
642
Fiduciary Alliance
South Carolina
$675K +$664K +4,653 New
CAI
643
Capital Advisors Inc
Oklahoma
$669K – – –
GWS
644
Glassman Wealth Services
Virginia
$664K – – –
SWA
645
Stratos Wealth Advisors
Ohio
$656K +$45K +315 +7%
ZCA
646
Zeke Capital Advisors
Pennsylvania
$654K – – –
RWA
647
Ropes Wealth Advisors
Massachusetts
$654K +$643K +4,507 New
AWA
648
Arete Wealth Advisors
Illinois
$654K +$48.7K +341 +8%
BONH
649
Bank of New Hampshire
New Hampshire
$653K -$286K -2,000 -31%
MMHP
650
Murphy Middleton Hinkle & Parker
Georgia
$650K -$62K -434 -9%
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