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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
726
Fiduciary Trust
Massachusetts
$1.34M – – –
KIG
727
Kennedy Investment Group
New Jersey
$1.34M -$107K -532 -8%
LA
728
Legacy Advisors
Pennsylvania
$1.34M +$1.3M +6,482 New
EWA
729
EverSource Wealth Advisors
Alabama
$1.34M -$29.5K -147 -2%
ANTB
730
AMG National Trust Bank
Colorado
$1.34M +$13.5K +67 +1%
HNB
731
Hilltop National Bank
Wyoming
$1.33M -$36.6K -182 -3%
WP
732
Westmount Partners
California
$1.33M -$9.44K -47 -0.7%
MWA
733
Midland Wealth Advisors
Illinois
$1.32M -$77.9K -388 -6%
LWM
734
Lakeridge Wealth Management
Ohio
$1.32M +$3.82K +19 +0.3%
BP
735
BBR Partners
New York
$1.31M – – –
CFD
736
Creative Financial Designs
Indiana
$1.31M -$34.3K -171 -3%
CGA
737
Crescent Grove Advisors
Illinois
$1.31M – – –
WH
738
Whitcomb & Hess
Ohio
$1.3M +$8.44K +42 +0.7%
O3W
739
Omni 360 Wealth
New Jersey
$1.3M +$42.6K +212 +3%
DFC
740
DBK Financial Counsel
Ohio
$1.3M – – –
PFA
741
Professional Financial Advisors
Nebraska
$1.29M -$36.6K -182 -3%
RA
742
RFG Advisory
Alabama
$1.29M -$37K -184 -3%
CI
743
Conning Inc
Connecticut
$1.29M -$9.04K -45 -0.7%
LWANC
744
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.28M -$1.81K -9 -0.1%
RIS
745
Richmond Investment Services
Wisconsin
$1.28M +$121K +604 +11%
KF
746
Krilogy Financial
Missouri
$1.27M +$1.23M +6,112 New
CC
747
Cadinha & Co
Hawaii
$1.27M – – –
SWM
748
Sendero Wealth Management
Texas
$1.25M -$48.4K -241 -4%
VVP
749
Venture Visionary Partners
Ohio
$1.25M -$16.3K -81 -1%
BW
750
BIP Wealth
Georgia
$1.24M +$783K +3,898 +185%
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30
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