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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
726
Prosperity Consulting Group
Maryland
$1.35M +$967K +4,814 +278%
RIL
727
Rothschild Investment LLC
Illinois
$1.35M +$3.82K +19 +0.3%
GG
728
Greenwood Gearhart
Arkansas
$1.34M +$34.3K +171 +3%
FT
729
Fiduciary Trust
Massachusetts
$1.34M – – –
KIG
730
Kennedy Investment Group
New Jersey
$1.34M -$107K -532 -8%
LA
731
Legacy Advisors
Pennsylvania
$1.34M +$1.3M +6,482 New
EWA
732
EverSource Wealth Advisors
Alabama
$1.34M -$29.5K -147 -2%
ANTB
733
AMG National Trust Bank
Colorado
$1.34M +$13.5K +67 +1%
HNB
734
Hilltop National Bank
Wyoming
$1.33M -$36.6K -182 -3%
WP
735
Westmount Partners
California
$1.33M -$9.44K -47 -0.7%
MWA
736
Midland Wealth Advisors
Illinois
$1.32M -$77.9K -388 -6%
LWM
737
Lakeridge Wealth Management
Ohio
$1.32M +$3.82K +19 +0.3%
BP
738
BBR Partners
New York
$1.31M – – –
CFD
739
Creative Financial Designs
Indiana
$1.31M -$34.3K -171 -3%
CGA
740
Crescent Grove Advisors
Illinois
$1.31M – – –
WH
741
Whitcomb & Hess
Ohio
$1.3M +$8.44K +42 +0.7%
O3W
742
Omni 360 Wealth
New Jersey
$1.3M +$42.6K +212 +3%
DFC
743
DBK Financial Counsel
Ohio
$1.3M – – –
PFA
744
Professional Financial Advisors
Nebraska
$1.29M -$36.6K -182 -3%
RA
745
RFG Advisory
Alabama
$1.29M -$37K -184 -3%
CI
746
Conning Inc
Connecticut
$1.29M -$9.04K -45 -0.7%
LWANC
747
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.28M -$1.81K -9 -0.1%
RIS
748
Richmond Investment Services
Wisconsin
$1.28M +$121K +604 +11%
KF
749
Krilogy Financial
Missouri
$1.27M +$1.23M +6,112 New
CC
750
Cadinha & Co
Hawaii
$1.27M – – –
28 29
30
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