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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
701
Stonebridge Financial Planning Group
Florida
$1.74M -$20.7K -99 -1%
BFS
702
Burkett Financial Services
South Carolina
$1.73M -$7.75K -37 -0.5%
HWM
703
Hohimer Wealth Management
Washington
$1.73M -$57.6K -275 -3%
ACA
704
AllStreet Capital Advisors
California
$1.73M +$1.71M +8,144 New
RFA
705
Resurgent Financial Advisors
Georgia
$1.73M +$478K +2,281 +39%
DWS
706
Discipline Wealth Solutions
South Carolina
$1.73M -$427K -2,036 -20%
IWC
707
Infinity Wealth Counsel
Ohio
$1.72M -$8.38K -40 -0.5%
BFA
708
Beacon Financial Advisory
Ohio
$1.72M +$448K +2,140 +36%
CSPIA
709
Cary Street Partners Investment Advisory
Virginia
$1.72M +$1.04M +4,969 +159%
HFS
710
Hopwood Financial Services
Virginia
$1.71M – – –
WFA
711
Woodward Financial Advisors
North Carolina
$1.71M – – –
TC
712
Trilogy Capital
California
$1.7M +$42.3K +202 +3%
WPC
713
White Pine Capital
Minnesota
$1.7M +$297K +1,418 +22%
GT
714
Glenview Trust
Kentucky
$1.69M -$6.29K -30 -0.4%
APC
715
Aspire Private Capital
North Carolina
$1.69M +$442K +2,108 +36%
PIA
716
Perennial Investment Advisors
California
$1.69M +$174K +831 +12%
RWM
717
Rialto Wealth Management
New York
$1.68M -$34.4K -164 -2%
EIA
718
Eldridge Investment Advisors
New Hampshire
$1.67M – – –
D
719
Dentgroup
Louisiana
$1.67M -$19.9K -95 -1%
APP
720
Avantax Planning Partners
Iowa
$1.67M -$12.2K -58 -0.7%
O3W
721
Omni 360 Wealth
New Jersey
$1.67M +$294K +1,402 +22%
SWP
722
Semus Wealth Partners
Florida
$1.66M +$483K +2,306 +42%
BW
723
BIP Wealth
Georgia
$1.66M +$380K +1,815 +30%
TCWA
724
Turtle Creek Wealth Advisors
Texas
$1.65M -$88.4K -422 -5%
EPM
725
Elm Partners Management
Pennsylvania
$1.65M +$19.7K +94 +1%
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