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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
801
Evensky & Katz
Florida
$1.08M +$4.42K +22 +0.4%
MCM
802
MidAtlantic Capital Management
Virginia
$1.08M – – –
WA
803
WESPAC Advisors
California
$1.08M – – –
BPC
804
Bearing Point Capital
Minnesota
$1.07M – – –
NEPWA
805
New England Private Wealth Advisors
Massachusetts
$1.07M +$1.81K +9 +0.2%
SWA
806
Stratos Wealth Advisors
Ohio
$1.05M -$3.62K -18 -0.4%
MSA
807
Marino Stram & Associates
Massachusetts
$1.05M +$87.6K +436 +9%
SP
808
Sherman Porfolios
Idaho
$1.04M -$16.5K -82 -2%
PCM
809
Pennsylvania Capital Management
Pennsylvania
$1.04M – – –
LA
810
LexAurum Advisors
Kansas
$1.04M +$201 +1 +0%
JSL
811
JT Stratford LLC
Georgia
$1.04M +$64.1K +319 +7%
OWA
812
Opal Wealth Advisors
New York
$1.04M -$19.1K -95 -2%
BFG
813
Beacon Financial Group
Texas
$1.04M +$24.9K +124 +3%
WPW
814
Waldron Private Wealth
Pennsylvania
$1.03M – – –
NFW
815
Noble Family Wealth
Florida
$1.03M – – –
TA
816
Tactive Advisors
Florida
$1.03M -$123K -611 -11%
JIC
817
Joel Isaacson & Co
New York
$1.03M -$282K -1,402 -22%
HIM
818
Hanlon Investment Management
New Jersey
$1.02M +$73.7K +367 +8%
HA
819
Helium Advisors
Washington
$1.02M -$13.7K -68 -1%
IUHSA
820
Itau Unibanco Holding S.A.
Brazil
$1.01M -$526K -2,620 -35%
1SB
821
1ST Source Bank
Indiana
$1.01M -$10K -50 -1%
CSP
822
Cary Street Partners
Virginia
$1M -$65.5K -326 -6%
KWA
823
Kingswood Wealth Advisors
California
$992K +$111K +555 +13%
EAM
824
Evanson Asset Management
California
$991K +$14.7K +73 +2%
KWM
825
Kingsview Wealth Management
Oregon
$988K -$5.02K -25 -0.5%
31 32
33
34 35