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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
701
Clearview Wealth Advisors
Oregon
$1.36M +$31.5K +159 +2%
LC
702
LTG Capital
Massachusetts
$1.36M -$116K -583 -8%
DPI
703
Diversified Portfolios Inc
Michigan
$1.36M +$8.93K +45 +0.6%
KIG
704
Kennedy Investment Group
New Jersey
$1.35M -$36.5K -184 -3%
SWA
705
SOA Wealth Advisors
New York
$1.34M -$60.5K -305 -4%
JIP
706
Jaffetilchin Investment Partners
Florida
$1.33M -$15.5K -78 -1%
CAM
707
Close Asset Management
United Kingdom
$1.33M – – –
WPC
708
Wedmont Private Capital
Pennsylvania
$1.32M – – –
FC
709
Fairscale Capital
New Hampshire
$1.32M +$397 +2 +0%
FT
710
Fiduciary Trust
Massachusetts
$1.31M -$2.18K -11 -0.2%
WS
711
Wedbush Securities
California
$1.3M +$15.3K +77 +1%
CPW
712
Catalyst Private Wealth
California
$1.3M +$153K +771 +13%
OPWM
713
Oxinas Partners Wealth Management
Indiana
$1.3M +$12.3K +62 +0.9%
TNB
714
Thomasville National Bank
Georgia
$1.29M +$7.93K +40 +0.6%
PI
715
PFG Investments
New York
$1.29M +$78.1K +394 +6%
ONB
716
Old National Bancorp
Indiana
$1.29M +$38.3K +193 +3%
BWA
717
BCU Wealth Advisors
Illinois
$1.28M +$80.1K +404 +6%
AA
718
Armis Advisers
Georgia
$1.28M +$1.33M +6,711 New
SF
719
Summit Financial
New Jersey
$1.28M +$80.1K +404 +6%
LWM
720
Lakeridge Wealth Management
Ohio
$1.27M +$64.7K +326 +5%
CFS
721
CRA Financial Services
New Jersey
$1.27M +$186K +939 +16%
WOC
722
West Oak Capital
California
$1.25M +$76.4K +385 +6%
KWMG
723
King Wealth Management Group
Florida
$1.25M +$327K +1,650 +34%
AWA
724
Arkadios Wealth Advisors
Georgia
$1.25M +$183K +921 +16%
CGA
725
Crescent Grove Advisors
Illinois
$1.24M -$80.7K -407 -6%
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