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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
726
AWM Capital
Arizona
$1.7M +$30.4K +136 +2%
KFAA
727
Klaas Financial Asset Advisors
Illinois
$1.69M -$48.9K -219 -3%
B
728
Bailard
California
$1.69M -$52.9K -237 -3%
GG
729
Greenwood Gearhart
Arkansas
$1.69M -$60.3K -270 -4%
HIP
730
HUB Investment Partners
Texas
$1.68M +$565K +2,531 +52%
SI
731
Stephens Inc
Arkansas
$1.68M -$1.34K -6 -0.1%
AF
732
Advisornet Financial
Minnesota
$1.67M -$206K -923 -11%
SIC
733
Salem Investment Counselors
North Carolina
$1.66M +$8.71K +39 +0.5%
TFG
734
Taylor Financial Group
Virginia
$1.65M -$335K -1,498 -17%
DPI
735
Diversified Portfolios Inc
Michigan
$1.65M +$11.2K +50 +0.7%
BW
736
BIP Wealth
Georgia
$1.64M +$501K +2,241 +45%
WH
737
Whitcomb & Hess
Ohio
$1.63M +$25.5K +114 +2%
PWMG
738
Private Wealth Management Group
New Jersey
$1.63M – – –
HKIMG
739
Hutchens & Kramer Investment Management Group
Indiana
$1.63M -$304K -1,360 -16%
ACA
740
AllStreet Capital Advisors
California
$1.61M – – –
SWA
741
Strategies Wealth Advisors
Michigan
$1.6M – – –
SPF
742
South Plains Financial
Texas
$1.59M – – –
VAM
743
Vienna Asset Management
California
$1.59M +$1.56M +7,004 New
CAM
744
Close Asset Management
United Kingdom
$1.58M – – –
FA
745
Fiduciary Alliance
South Carolina
$1.58M +$39.5K +177 +3%
CPW
746
Catalyst Private Wealth
California
$1.58M -$19.9K -89 -1%
MAFA
747
MJT & Associates Financial Advisory
Minnesota
$1.57M – – –
MFT
748
Moisand Fitzgerald Tamayo
Florida
$1.57M -$14.3K -64 -0.9%
SWM
749
Steelhead Wealth Management
Virginia
$1.57M -$19.2K -86 -1%
AWM
750
Apex Wealth Management
New Hampshire
$1.57M -$156K -697 -9%
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30
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