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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
776
Gotham Asset Management
New York
$1.43M – – –
NS
777
Northland Securities
Minnesota
$1.41M +$1.39M +6,654 New
MAV
778
Mason & Associates (Virginia)
Virginia
$1.4M -$115K -549 -8%
EWA
779
EverSource Wealth Advisors
Alabama
$1.39M +$18.9K +90 +1%
JSW
780
Journey Strategic Wealth
New Jersey
$1.39M +$135K +642 +11%
KWMG
781
King Wealth Management Group
Florida
$1.39M – – –
LC
782
LTG Capital
Massachusetts
$1.39M -$48.8K -233 -3%
TA
783
TrueWealth Advisors
Alabama
$1.39M +$432K +2,059 +46%
LWM
784
Lakeridge Wealth Management
Ohio
$1.39M +$32.1K +153 +2%
WH
785
Whitcomb & Hess
Ohio
$1.38M +$18K +86 +1%
SAI
786
Savvy Advisors Inc
New York
$1.38M +$367K +1,750 +37%
LA
787
Legacy Advisors
Pennsylvania
$1.37M – – –
WP
788
Westmount Partners
California
$1.37M +$15.3K +73 +1%
FC
789
Fairscale Capital
New Hampshire
$1.37M -$42.8K -204 -3%
GSWM
790
Golden State Wealth Management
California
$1.37M +$449K +2,142 +49%
GG
791
Greenwood Gearhart
Arkansas
$1.36M -$22.2K -106 -2%
BP
792
BBR Partners
New York
$1.35M – – –
RIL
793
Rothschild Investment LLC
Illinois
$1.34M -$37.3K -178 -3%
LWPC
794
Legacy Wealth Partners (Colorado)
Colorado
$1.34M +$1.33M +6,335 New
CG
795
Corundum Group
Colorado
$1.34M +$73.4K +350 +6%
HIM
796
Hanlon Investment Management
New Jersey
$1.34M +$281K +1,341 +27%
DFC
797
DBK Financial Counsel
Ohio
$1.33M – – –
LA
798
Lifeworks Advisors
Michigan
$1.33M +$441K +2,104 +50%
MWA
799
Midland Wealth Advisors
Illinois
$1.33M -$30.6K -146 -2%
CGA
800
Crescent Grove Advisors
Illinois
$1.33M -$15.7K -75 -1%
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