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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
751
Strategies Wealth Advisors
Michigan
$1.49M -$104K -480 -6%
CPW
752
Catalyst Private Wealth
California
$1.48M -$9.53K -44 -0.6%
JSL
753
JT Stratford LLC
Georgia
$1.48M -$164K -756 -10%
KA
754
Kovack Advisors
Florida
$1.48M -$70.6K -326 -4%
SPF
755
South Plains Financial
Texas
$1.48M – – –
VR
756
Vision Retirement
New Jersey
$1.48M -$66K -305 -4%
SWM
757
Steelhead Wealth Management
Virginia
$1.48M +$1.52M +6,997 New
FA
758
Fiduciary Alliance
South Carolina
$1.48M +$156K +719 +12%
KF
759
Krilogy Financial
Missouri
$1.47M +$160K +737 +12%
MFT
760
Moisand Fitzgerald Tamayo
Florida
$1.47M -$73K -337 -5%
CAM
761
Close Asset Management
United Kingdom
$1.47M – – –
MAFA
762
MJT & Associates Financial Advisory
Minnesota
$1.46M – – –
PWA
763
Pitcairn Wealth Advisors
Pennsylvania
$1.45M -$147K -680 -9%
AFW
764
Avantra Family Wealth
Pennsylvania
$1.45M -$55K -254 -4%
LF
765
Lee Financial
Texas
$1.45M -$183K -844 -11%
TCOT
766
Trust Company of Toledo
Ohio
$1.44M -$10.8K -50 -0.7%
MWM
767
Mattern Wealth Management
Kansas
$1.43M -$10.2K -47 -0.7%
ITB
768
Idaho Trust Bank
Idaho
$1.43M -$3.46K -16 -0.2%
TWA
769
Talisman Wealth Advisors
New Jersey
$1.42M +$374K +1,726 +34%
LWM
770
Lakeridge Wealth Management
Ohio
$1.41M +$34.9K +161 +2%
CWM
771
Cahaba Wealth Management
Georgia
$1.41M -$110K -508 -7%
BZWA
772
Blue Zone Wealth Advisors
California
$1.41M +$344K +1,588 +31%
FWM
773
Fonville Wealth Management
Virginia
$1.4M -$28.1K -130 -2%
KWMG
774
King Wealth Management Group
Florida
$1.38M – – –
LWANC
775
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.38M -$2.17K -10 -0.2%
29 30
31
32 33