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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
801
Stratos Wealth Advisors
Ohio
$998K -$2.52M -13,541 -73%
CIS
802
Custom Index Systems
New York
$991K -$13.4K -72 -1%
WEG
803
World Equity Group
Illinois
$990K -$288K -1,547 -23%
SIC
804
Sterling Investment Counsel
New York
$987K -$1.03M -5,511 -52%
PCM
805
Pennsylvania Capital Management
Pennsylvania
$984K +$741K +3,977 +375%
LSIA
806
LaSalle St. Investment Advisors
Illinois
$983K -$408K -2,190 -30%
LA
807
LexAurum Advisors
Kansas
$981K +$21.8K +117 +2%
WPW
808
Waldron Private Wealth
Pennsylvania
$977K – – –
NFW
809
Noble Family Wealth
Florida
$977K – – –
HA
810
Helium Advisors
Washington
$976K +$1.68K +9 +0.2%
SPAS
811
Spectrum Planning & Advisory Services
California
$970K -$1.27M -6,830 -58%
FA
812
Fedenia Advisers
Wisconsin
$970K +$96.7K +519 +12%
1SB
813
1ST Source Bank
Indiana
$962K +$79.9K +429 +10%
BFG
814
Beacon Financial Group
Texas
$955K -$77.9K -418 -8%
FFA
815
Florida Financial Advisors
Florida
$953K +$16.6K +89 +2%
CCG
816
Catalina Capital Group
California
$951K +$29.2K +157 +3%
GCA
817
Gallagher Capital Advisors
Texas
$945K +$186 +1 +0%
KWM
818
Kingsview Wealth Management
Oregon
$940K +$6.89K +37 +0.8%
GFA
819
Gallagher Fiduciary Advisors
Illinois
$932K +$156K +840 +21%
PWA
820
Provenance Wealth Advisors
Florida
$927K -$3.73K -20 -0.4%
BOSSRA
821
B.O.S.S. Retirement Advisors
Utah
$924K +$881K +4,728 New
EAM
822
Evanson Asset Management
California
$923K +$745 +4 +0.1%
JSSH
823
J. Safra Sarasin Holding
$921K +$885K +4,753 New
CWM
824
Connecticut Wealth Management
Connecticut
$919K – – –
KFGK
825
Keystone Financial Group (Kentucky)
Kentucky
$919K +$876K +4,704 New
31 32
33
34 35