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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
701
JSF Financial
California
$1.31M -$19.6M -101,342 -94%
SWA
702
SOA Wealth Advisors
New York
$1.31M -$24.6K -127 -2%
FC
703
Fairscale Capital
New Hampshire
$1.31M -$3.68K -19 -0.3%
PWMG
704
Private Wealth Management Group
New Jersey
$1.3M -$77.4K -400 -6%
CPW
705
Catalyst Private Wealth
California
$1.3M – – –
KIG
706
Kennedy Investment Group
New Jersey
$1.28M -$73.7K -381 -5%
EWA
707
EverSource Wealth Advisors
Alabama
$1.27M +$655K +3,383 +102%
CFS
708
CRA Financial Services
New Jersey
$1.27M +$10.8K +56 +0.8%
IAIM
709
International Assets Investment Management
Florida
$1.26M +$14.7K +76 +1%
WEG
710
World Equity Group
Illinois
$1.26M +$625K +3,228 +95%
LWM
711
Lakeridge Wealth Management
Ohio
$1.26M -$10.4K -54 -0.8%
CS
712
Capital Square
Tennessee
$1.25M +$142K +735 +13%
WPC
713
Wedmont Private Capital
Pennsylvania
$1.25M – – –
KWMG
714
King Wealth Management Group
Florida
$1.25M – – –
LA
715
Legacy Advisors
Pennsylvania
$1.24M – – –
SAI
716
Savvy Advisors Inc
New York
$1.24M +$591K +3,055 +89%
RIL
717
Rothschild Investment LLC
Illinois
$1.23M +$3.48K +18 +0.3%
WP
718
Westmount Partners
California
$1.23M +$2.71K +14 +0.2%
TNB
719
Thomasville National Bank
Georgia
$1.22M -$77.2K -399 -6%
CGA
720
Crescent Grove Advisors
Illinois
$1.21M -$29.6K -153 -2%
BP
721
BBR Partners
New York
$1.21M – – –
VPF
722
Vantage Point Financial
Illinois
$1.2M +$276K +1,424 +29%
EFG
723
Elios Financial Group
Ohio
$1.2M +$63.7K +329 +6%
SWM
724
Sendero Wealth Management
Texas
$1.2M – – –
CI
725
Conning Inc
Connecticut
$1.2M – – –
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