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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
726
Boston Family Office
Massachusetts
$1.13M +$21.1K +111 +2%
CD
727
Chapin Davis
Maryland
$1.13M -$4.75K -25 -0.4%
CFS
728
CRA Financial Services
New Jersey
$1.12M +$141K +740 +15%
CSPIA
729
Cary Street Partners Investment Advisory
Virginia
$1.12M +$10.6K +56 +1%
AWA
730
Arkadios Wealth Advisors
Georgia
$1.11M +$83K +437 +8%
BSTWA
731
Blake Schutter Theil Wealth Advisors
Ohio
$1.1M +$1.06M +5,581 New
EAM
732
Evanson Asset Management
California
$1.1M +$570 +3 +0.1%
FPCG
733
Forum Private Client Group
Indiana
$1.1M +$12.5K +66 +1%
PPW
734
PACK Private Wealth
Minnesota
$1.09M -$25.5K -134 -2%
HNWA
735
Henrickson Nauta Wealth Advisors
Michigan
$1.09M -$271K -1,429 -20%
LPAM
736
Lodestar Private Asset Management
California
$1.08M -$570 -3 -0.1%
EWA
737
Emergent Wealth Advisors
New York
$1.08M +$737K +3,879 +246%
BFG
738
Beacon Financial Group
Texas
$1.07M -$380 -2 -0%
LC
739
Lindbrook Capital
California
$1.07M +$25.6K +135 +3%
NWAG
740
Net Worth Advisory Group
Utah
$1.07M +$1.03M +5,404 New
CWM
741
Connecticut Wealth Management
Connecticut
$1.06M -$31K -163 -3%
FFA
742
First Foundation Advisors
California
$1.06M +$175K +920 +21%
HKIMG
743
Hutchens & Kramer Investment Management Group
Indiana
$1.06M +$211K +1,109 +26%
EK
744
Evensky & Katz
Florida
$1.06M -$9.69K -51 -0.9%
MWA
745
Monograph Wealth Advisors
California
$1.05M – – –
IIC
746
Integrated Investment Consultants
Michigan
$1.05M +$84K +442 +9%
CP
747
Canopy Partners
Ohio
$1.04M – – –
AA
748
Ancora Advisors
Ohio
$1.04M +$80.5K +424 +9%
PFA
749
Professional Financial Advisors
Nebraska
$1.03M +$42.2K +222 +4%
EPM
750
Elm Partners Management
Pennsylvania
$1.03M – – –
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30
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