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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
726
RFG Advisory
Alabama
$1.26M -$1.52M -8,171 -56%
ANTB
727
AMG National Trust Bank
Colorado
$1.25M +$33K +177 +3%
JIC
728
Joel Isaacson & Co
New York
$1.25M +$39.1K +210 +3%
FA
729
Fiduciary Alliance
South Carolina
$1.24M +$260K +1,396 +28%
LWM
730
Lakeridge Wealth Management
Ohio
$1.24M -$45.5K -244 -4%
BP
731
BBR Partners
New York
$1.24M – – –
JSW
732
Journey Strategic Wealth
New Jersey
$1.24M -$331K -1,776 -22%
GG
733
Greenwood Gearhart
Arkansas
$1.24M +$292K +1,565 +33%
CGA
734
Crescent Grove Advisors
Illinois
$1.24M -$6.89K -37 -0.6%
ACIM
735
Azimuth Capital Investment Management
Michigan
$1.24M +$11.5K +62 +1%
SWM
736
Sendero Wealth Management
Texas
$1.23M – – –
TFCP
737
Twin Focus Capital Partners
Massachusetts
$1.23M +$1.17M +6,276 New
CI
738
Conning Inc
Connecticut
$1.23M – – –
DFC
739
DBK Financial Counsel
Ohio
$1.23M – – –
PCA
740
Pallas Capital Advisors
Massachusetts
$1.22M -$179K -961 -13%
WH
741
Whitcomb & Hess
Ohio
$1.22M +$2.98K +16 +0.3%
CWM
742
Congress Wealth Management
Massachusetts
$1.22M +$127K +680 +12%
LWANC
743
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.22M – – –
CG
744
Corundum Group
Colorado
$1.2M – – –
CC
745
Cadinha & Co
Hawaii
$1.2M +$7.45K +40 +0.7%
VVP
746
Venture Visionary Partners
Ohio
$1.19M +$97K +521 +9%
FCC
747
Florin Court Capital
United Kingdom
$1.19M -$8.83M -47,400 -89%
O3W
748
Omni 360 Wealth
New Jersey
$1.18M +$194K +1,044 +21%
JIC
749
Johnson Investment Counsel
Ohio
$1.17M -$1.27M -6,813 -53%
IWM
750
Iams Wealth Management
Nebraska
$1.17M -$680K -3,648 -38%
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