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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
701
SOA Wealth Advisors
New York
$1.35M +$2.42K +13 +0.2%
TCOT
702
Trust Company of Toledo
Ohio
$1.35M +$1.28M +6,886 New
TWP
703
Tempus Wealth Planning
California
$1.34M +$255K +1,371 +25%
PWMG
704
Private Wealth Management Group
New Jersey
$1.34M – – –
AWA
705
Alta Wealth Advisors
Massachusetts
$1.34M -$547K -2,939 -30%
MWA
706
Midland Wealth Advisors
Illinois
$1.33M -$103K -554 -8%
CS
707
Capital Square
Tennessee
$1.33M +$23.8K +128 +2%
WPC
708
White Pine Capital
Minnesota
$1.33M -$171K -920 -12%
GAM
709
Gotham Asset Management
New York
$1.32M +$912K +4,898 +267%
FC
710
Fairscale Capital
New Hampshire
$1.32M -$36.3K -195 -3%
DC
711
Davenport & Co
Virginia
$1.31M +$145K +781 +13%
SF
712
Summit Financial
New Jersey
$1.3M +$319K +1,714 +35%
EWA
713
EverSource Wealth Advisors
Alabama
$1.29M -$11.5K -62 -0.9%
HNB
714
Hilltop National Bank
Wyoming
$1.29M +$1.23M +6,620 New
SIA
715
SeaBridge Investment Advisors
New Jersey
$1.29M +$1.23M +6,600 New
AWA
716
Arete Wealth Advisors
Illinois
$1.29M +$59K +317 +5%
EWA
717
Emergent Wealth Advisors
New York
$1.28M +$56.3K +302 +5%
KWMG
718
King Wealth Management Group
Florida
$1.28M – – –
CFD
719
Creative Financial Designs
Indiana
$1.27M +$48.8K +262 +4%
FT
720
Fiduciary Trust
Massachusetts
$1.27M -$146K -783 -11%
RIL
721
Rothschild Investment LLC
Illinois
$1.27M +$3.54K +19 +0.3%
MCM
722
Magnolia Capital Management
New York
$1.26M -$158K -850 -12%
WP
723
Westmount Partners
California
$1.26M +$2.79K +15 +0.2%
JF
724
JSF Financial
California
$1.26M -$83.5K -448 -7%
PFA
725
Professional Financial Advisors
Nebraska
$1.26M +$74K +397 +7%
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