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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
776
Fonville Wealth Management
Virginia
$1.43M -$36.7K -175 -3%
RA
777
RFG Advisory
Alabama
$1.43M +$104K +494 +8%
GAM
778
Gotham Asset Management
New York
$1.43M – – –
NS
779
Northland Securities
Minnesota
$1.41M +$1.39M +6,654 New
MAV
780
Mason & Associates (Virginia)
Virginia
$1.4M -$115K -549 -8%
EWA
781
EverSource Wealth Advisors
Alabama
$1.39M +$18.9K +90 +1%
JSW
782
Journey Strategic Wealth
New Jersey
$1.39M +$135K +642 +11%
KWMG
783
King Wealth Management Group
Florida
$1.39M – – –
LC
784
LTG Capital
Massachusetts
$1.39M -$48.8K -233 -3%
TA
785
TrueWealth Advisors
Alabama
$1.39M +$432K +2,059 +46%
LWM
786
Lakeridge Wealth Management
Ohio
$1.39M +$32.1K +153 +2%
WH
787
Whitcomb & Hess
Ohio
$1.38M +$18K +86 +1%
SAI
788
Savvy Advisors Inc
New York
$1.38M +$367K +1,750 +37%
LA
789
Legacy Advisors
Pennsylvania
$1.37M – – –
WP
790
Westmount Partners
California
$1.37M +$15.3K +73 +1%
FC
791
Fairscale Capital
New Hampshire
$1.37M -$42.8K -204 -3%
GSWM
792
Golden State Wealth Management
California
$1.37M +$449K +2,142 +49%
GG
793
Greenwood Gearhart
Arkansas
$1.36M -$22.2K -106 -2%
BP
794
BBR Partners
New York
$1.35M – – –
RIL
795
Rothschild Investment LLC
Illinois
$1.34M -$37.3K -178 -3%
LWPC
796
Legacy Wealth Partners (Colorado)
Colorado
$1.34M +$1.33M +6,335 New
CG
797
Corundum Group
Colorado
$1.34M +$73.4K +350 +6%
HIM
798
Hanlon Investment Management
New Jersey
$1.34M +$281K +1,341 +27%
DFC
799
DBK Financial Counsel
Ohio
$1.33M – – –
LA
800
Lifeworks Advisors
Michigan
$1.33M +$441K +2,104 +50%
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