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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
901
Moloney Securities Asset Management
Missouri
$531K +$10.3K +58 +2%
DFC
902
DBK Financial Counsel
Ohio
$530K -$75.7K -426 -13%
GAA
903
Guardian Asset Advisors
Pennsylvania
$530K +$504K +2,837 New
CC
904
Chicago Capital
Illinois
$529K +$44.8K +252 +10%
WFAG
905
Worth Financial Advisory Group
North Carolina
$529K +$889 +5 +0.2%
WEG
906
World Equity Group
Illinois
$526K +$501K +2,816 New
BO
907
Bank OZK
Arkansas
$524K +$88.2K +496 +21%
SWM
908
Stockman Wealth Management
Montana
$523K – – –
APC
909
Aspire Private Capital
North Carolina
$515K +$490K +2,759 New
GCA
910
Gradient Capital Advisors
California
$515K +$11.7K +66 +2%
GWA
911
GGM Wealth Advisors
Maryland
$515K – – –
E
912
ETFidea
New York
$513K -$52.4K -295 -10%
PIAS
913
PCA Investment Advisory Services
Ohio
$510K +$25.6K +144 +6%
FPGK
914
Financial Partners Group (Kansas)
Kansas
$506K +$6.75K +38 +1%
NA
915
Nordwand Advisors
Pennsylvania
$504K – – –
RSWA
916
Robinson Smith Wealth Advisors
Maine
$502K – – –
WA
917
Wealthstar Advisors
Texas
$501K -$23.6K -133 -5%
NCM
918
Novare Capital Management
North Carolina
$497K -$634K -3,569 -57%
WWM
919
Waterway Wealth Management
Texas
$490K +$466K +2,622 New
CFG
920
Cooper Financial Group
California
$489K +$466K +2,620 New
ST
921
Spinnaker Trust
Maine
$489K – – –
BFA
922
Beacon Financial Advisory
Ohio
$488K +$464K +2,610 New
CBFP
923
Cedar Brook Financial Partners
Ohio
$486K -$227K -1,278 -33%
WF
924
Welch & Forbes
Massachusetts
$486K – – –
CFA
925
CWS Financial Advisors
Michigan
$484K +$355 +2 +0.1%
35 36
37
38 39