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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWA
651
Henrickson Nauta Wealth Advisors
Michigan
$1.27M -$22K -121 -2%
WIA
652
World Investment Advisors
California
$1.27M +$969K +5,321 +323%
CAM
653
Close Asset Management
United Kingdom
$1.27M – – –
JSW
654
Journey Strategic Wealth
New Jersey
$1.26M +$233K +1,277 +23%
CCFM
655
Clear Creek Financial Management
Washington
$1.25M -$13.8M -75,882 -92%
IFG
656
Independent Financial Group
California
$1.25M -$1.76M -9,639 -58%
SF
657
Summit Financial
New Jersey
$1.23M -$14.2K -78 -1%
1CP
658
17 Capital Partners
Arizona
$1.22M +$107K +589 +10%
AWA
659
Arete Wealth Advisors
Illinois
$1.22M +$1.22M +6,689 New
SAM
660
Synergy Asset Management
Washington
$1.21M +$1.21M +6,663 New
AA
661
Argent Advisors
Louisiana
$1.21M +$26.4K +145 +2%
WOC
662
West Oak Capital
California
$1.2M -$729 -4 -0.1%
RIL
663
Rothschild Investment LLC
Illinois
$1.2M -$45.9K -252 -4%
HNB
664
Hilltop National Bank
Wyoming
$1.19M – – –
CFS
665
Commonwealth Financial Services
West Virginia
$1.19M -$2.67M -14,675 -69%
MG
666
Mather Group
Illinois
$1.18M +$571K +3,137 +98%
LA
667
Legacy Advisors
Pennsylvania
$1.18M – – –
SAM
668
Silvercrest Asset Management
New York
$1.17M -$118K -650 -9%
PPWM
669
Perissos Private Wealth Management
Oklahoma
$1.16M -$1.34M -7,380 -54%
NWMG
670
National Wealth Management Group
Ohio
$1.16M +$201K +1,104 +21%
WP
671
WMS Partners
Maryland
$1.16M -$32.2K -177 -3%
CWA
672
Clearview Wealth Advisors
Oregon
$1.16M -$506K -2,779 -30%
WP
673
Westmount Partners
California
$1.16M +$3.1K +17 +0.3%
BP
674
BBR Partners
New York
$1.16M – – –
PCA
675
Pallas Capital Advisors
Massachusetts
$1.15M -$107K -589 -9%
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