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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
801
ORG Partners
Indiana
$1M +$755K +4,055 +398%
SP
802
Sherman Porfolios
Idaho
$1M +$954K +5,119 New
OWA
803
Opal Wealth Advisors
New York
$999K +$189K +1,016 +25%
SWA
804
Stratos Wealth Advisors
Ohio
$998K -$2.52M -13,541 -73%
CIS
805
Custom Index Systems
New York
$991K -$13.4K -72 -1%
WEG
806
World Equity Group
Illinois
$990K -$288K -1,547 -23%
SIC
807
Sterling Investment Counsel
New York
$987K -$1.03M -5,511 -52%
PCM
808
Pennsylvania Capital Management
Pennsylvania
$984K +$741K +3,977 +375%
LSIA
809
LaSalle St. Investment Advisors
Illinois
$983K -$408K -2,190 -30%
LA
810
LexAurum Advisors
Kansas
$981K +$21.8K +117 +2%
WPW
811
Waldron Private Wealth
Pennsylvania
$977K – – –
NFW
812
Noble Family Wealth
Florida
$977K – – –
HA
813
Helium Advisors
Washington
$976K +$1.68K +9 +0.2%
SPAS
814
Spectrum Planning & Advisory Services
California
$970K -$1.27M -6,830 -58%
FA
815
Fedenia Advisers
Wisconsin
$970K +$96.7K +519 +12%
1SB
816
1ST Source Bank
Indiana
$962K +$79.9K +429 +10%
BFG
817
Beacon Financial Group
Texas
$955K -$77.9K -418 -8%
FFA
818
Florida Financial Advisors
Florida
$953K +$16.6K +89 +2%
CCG
819
Catalina Capital Group
California
$951K +$29.2K +157 +3%
GCA
820
Gallagher Capital Advisors
Texas
$945K +$186 +1 +0%
KWM
821
Kingsview Wealth Management
Oregon
$940K +$6.89K +37 +0.8%
GFA
822
Gallagher Fiduciary Advisors
Illinois
$932K +$156K +840 +21%
PWA
823
Provenance Wealth Advisors
Florida
$927K -$3.73K -20 -0.4%
BOSSRA
824
B.O.S.S. Retirement Advisors
Utah
$924K +$881K +4,728 New
EAM
825
Evanson Asset Management
California
$923K +$745 +4 +0.1%
31 32
33
34 35