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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PSA
651
Plum Street Advisors
Louisiana
$1.59M +$8.93K +45 +0.5%
EIA
652
Eldridge Investment Advisors
New Hampshire
$1.58M -$16.9K -85 -1%
MPEM
653
Marathon Partners Equity Management
New York
$1.57M +$1.64M +8,250 New
KFAA
654
Klaas Financial Asset Advisors
Illinois
$1.55M -$88.7K -447 -5%
RWM
655
Rialto Wealth Management
New York
$1.54M +$1.6M +8,073 New
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$1.54M -$38.5K -194 -2%
PCMC
657
Private Capital Management (Colorado)
Colorado
$1.53M -$172K -868 -10%
TCA
658
Transcend Capital Advisors
New Jersey
$1.53M -$299K -1,510 -16%
1CP
659
17 Capital Partners
Arizona
$1.51M +$63.5K +320 +4%
APP
660
Avantax Planning Partners
Iowa
$1.5M -$25K -126 -2%
TC
661
Trilogy Capital
California
$1.5M +$5.16K +26 +0.3%
CAWM
662
Capital A Wealth Management
Pennsylvania
$1.5M +$1.56M +7,858 New
MFT
663
Moisand Fitzgerald Tamayo
Florida
$1.5M -$82.9K -418 -5%
TIA
664
Tiemann Investment Advisors
California
$1.5M -$20.4K -103 -1%
CRI
665
Commonwealth Retirement Investments
Virginia
$1.49M +$2.58K +13 +0.2%
VWM
666
Venturi Wealth Management
Texas
$1.49M -$427K -2,154 -22%
SGI
667
Summit Global Investments
Utah
$1.49M +$705K +3,553 +83%
FWM
668
Fonville Wealth Management
Virginia
$1.49M -$194K -977 -11%
YCM
669
Yousif Capital Management
Michigan
$1.48M +$1.13M +5,700 +274%
GM
670
GeoWealth Management
Illinois
$1.48M +$1.23M +6,192 +393%
RW
671
Regimen Wealth
Georgia
$1.48M – – –
WPC
672
White Pine Capital
Minnesota
$1.48M +$17.9K +90 +1%
MAV
673
Mason & Associates (Virginia)
Virginia
$1.47M -$16.9K -85 -1%
MWA
674
Midland Wealth Advisors
Illinois
$1.47M -$10.1K -51 -0.7%
HSA
675
HBK Sorce Advisory
Pennsylvania
$1.46M -$2.58K -13 -0.2%
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27
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