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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
801
Bearing Point Capital
Minnesota
$1.07M – – –
NEPWA
802
New England Private Wealth Advisors
Massachusetts
$1.07M +$1.81K +9 +0.2%
SWA
803
Stratos Wealth Advisors
Ohio
$1.05M -$3.62K -18 -0.4%
MSA
804
Marino Stram & Associates
Massachusetts
$1.05M +$87.6K +436 +9%
SP
805
Sherman Porfolios
Idaho
$1.04M -$16.5K -82 -2%
PCM
806
Pennsylvania Capital Management
Pennsylvania
$1.04M – – –
LA
807
LexAurum Advisors
Kansas
$1.04M +$201 +1 +0%
JSL
808
JT Stratford LLC
Georgia
$1.04M +$64.1K +319 +7%
OWA
809
Opal Wealth Advisors
New York
$1.04M -$19.1K -95 -2%
BFG
810
Beacon Financial Group
Texas
$1.04M +$24.9K +124 +3%
WPW
811
Waldron Private Wealth
Pennsylvania
$1.03M – – –
NFW
812
Noble Family Wealth
Florida
$1.03M – – –
TA
813
Tactive Advisors
Florida
$1.03M -$123K -611 -11%
JIC
814
Joel Isaacson & Co
New York
$1.03M -$282K -1,402 -22%
HIM
815
Hanlon Investment Management
New Jersey
$1.02M +$73.7K +367 +8%
HA
816
Helium Advisors
Washington
$1.02M -$13.7K -68 -1%
IUHSA
817
Itau Unibanco Holding S.A.
Brazil
$1.01M -$526K -2,620 -35%
1SB
818
1ST Source Bank
Indiana
$1.01M -$10K -50 -1%
CSP
819
Cary Street Partners
Virginia
$1M -$65.5K -326 -6%
KWA
820
Kingswood Wealth Advisors
California
$992K +$111K +555 +13%
EAM
821
Evanson Asset Management
California
$991K +$14.7K +73 +2%
KWM
822
Kingsview Wealth Management
Oregon
$988K -$5.02K -25 -0.5%
GCA
823
Gallagher Capital Advisors
Texas
$988K +$4.02K +20 +0.4%
CWM
824
Connecticut Wealth Management
Connecticut
$982K +$10K +50 +1%
SAI
825
Savvy Advisors Inc
New York
$978K -$191K -951 -17%
31 32
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34 35